3 Reasons You’ll be Thankful for Outsourcing Your Accounting

It’s the season of giving thanks and expressing gratitude! I always appreciate this holiday’s ability to offer us the opportunity to become more aware of all that we have to be thankful for and to express our gratitude more intentionally.  We typically think of thankfulness in relation to our personal lives, but it extends to…

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Recently, we were engaged by a nonprofit organization to help them during a significant finance team staffing shift. In addition to replacing their CFO to complete their 4-person finance team, they were also in the middle of a very rigorous Single Audit and needed an outsourced CFO to step in and help get them through…

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Maribel Ponist will instruct Dissecting the Non-Profit Vertical for Client Accounting Services at the AICPA and CPA.com’s 2014 Digital CPA Conference Chevy Chase, MD—December 2, 2014—The CEO/Director of Client Accounting Services of Lumix CPAs and Advisors, Maribel Ponist, will be teaching a class on client accounting services at the Digital CPA Conference, December 8-10, 2014.…

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Action plan

So your books are balanced.  In fact, you have supported the major balances in your balance sheet and have traced the activity in your statement of revenues and expenses.  The reports are ready to be published.  Now what?  What is the purpose of these historical reports? In my first article, I presented my opinion on…

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We are constantly looking for balance in our lives.  Balancing work and family is a popular concern, as is balancing our investments or even balancing our diets.  Can anyone ever claim to have successfully achieved balance in these areas of their lives?  Once we achieve it, can we maintain it? And then, how do we…

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I recently attended the BoardSource Leadership Forum called Governance by Design as an exhibitor.  The classes were created to provide information to CEOs and Board members. I attended with two objectives in mind: My objective as an exhibitor was to meet potential clients. My objective as the treasurer for a non-profit organization was to learn…

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