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Nonprofit Audit Checklist (+ Free PDF Download)

The Charity CFO

Many nonprofit organizations both large and small need to undergo a financial statement audit every year. Preparing for a nonprofit audit can be overwhelming and anxiety-filled, especially if it’s your first audit or you don’t have a strong and experienced financial team. What is a financial statement audit?

Nonprofit 105
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The Key Differences Between a Controller and a CFO in Small Businesses

CFO Share

When building your back office, you may consider whether you need a financial controller or a CFO. The skills and responsibilities of these roles overlap, and to make matters more confusing, an underqualified CFO (yes, there are plenty out there) will perform similar to or worse than an excellent controller.

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PodChats for FutureCFO: The continuing transformation of finance reporting

Future CFO

With reporting regulations continuing to evolve, and market certainty remaining unpredictable in 2023, how should the CFO, finance leaders and, indeed the entire, finance department work to ensure the team is able to meet expectations? That said, technology is only one aspect of the reporting process.

Finance 98
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1047: Balancing Risk and Opportunity in a Changing Finance Landscape | John Gronen, CFO, Yooz

CFO Thought Leader

Now serving as CFO of Yooz, Gronen draws on this experience to focus on scaling the company through automation, AI-driven processes, and product expansion. ” —John Gronen, CFO, Yooz CFOTL: Tell us about what this company does and its offerings today. Gronen: Yooz is an AP (accounts payable) automation and payments company.

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5 Accounting Challenges Startups Face and How to Help Them Thrive

The CFO College

The rolling cash forecast is one of many CFO-level skills we teach in our program. As an accounting professional, you need to set up many processes for efficient data tracking, including: Month-end tie-out system to close out balance sheets, reconcile general ledger accounts, with full tick marks.

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Two CFO-Level Accounting Tools to Add Value to Your Accounting Services

The CFO College

Increase Your Value and Boost Your Services with Two CFO-Level Accounting Tools. Simply by implementing a few CFO-level skills and tactics (and learning how to prove our value to potential clients), you can position yourself as someone your clients instinctively turn to as they navigate the sometimes turbulent waters of running a business.

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The Basics of Nonprofit Bookkeeping

The Charity CFO

Execute data entry to keep the general ledger current . At The Charity CFO, we handle the books and all of your accounting needs. With our nonprofit bookkeeping and accounting services, we’ll ensure your books are always audit-ready. The post The Basics of Nonprofit Bookkeeping appeared first on The Charity CFO.