Leadership
Learn It Here, Apply It Anywhere
When I accepted the job offer from Lumix coming out of college, I was a bit nervous to change industries—my internships were related to politics, media, and outreach. Simply put, none of the outlets I worked at were CPA firms. I quickly realized the skills I would learn here are transferable and that a successful…
Read MoreLittle Fish in a Big Pond: Controlling Your Nerves at a Networking Event
Networking at a big event can be a daunting task, depending on who you ask. For the new guy, it can be quite the obstacle. Imagine my surprise when my supervisor told me that I, the new digital media assistant, would be attending the CEO Updates/Leading Authorities Association Leadership Awards with our firm’s senior management.…
Read MoreSharpen Your Thinking by Jumping Out of an Airplane
When your work team needs you at a crucial juncture, will you be the one to step up? When an opportunity comes calling, will you be in the position to seize the chance? How do you put yourself in a position to succeed? Answer: Invest in yourself to sharpen your thinking. It’s tough out there.…
Read MoreDashboard Reports Rotation
Only ten minutes into my call with the board’s treasurer and we had already brought up six different financial reports we could prepare and present at the next board meeting. Each presented the organization’s achievements and shortfalls from a different perspective, and all presented information important for the board’s awareness and discussion. But honestly, six…
Read More4 Fiscally-Responsible Changes You Can Make as a Board Treasurer
It is an honor being asked to be treasurer of the Board of a not-for-profit organization. What seems like a time-consuming task is truly an opportunity to make a fiscal difference for the organization you are invested in. As a CPA with an understanding of nonprofit experience, I have been lucky enough to serve on…
Read MoreCreating a 5 Point CFO Report
Providing monthly financial statements to the president or executive director of a non-profit organization is essential to help them guide their organization to meet their strategic objectives, but the financial statements should be geared towards board members, too. Unfortunately, many executives and board members may not understand what they are looking at. To help these…
Read MoreHelp Wanted
This blog was originally published on the AICPA’s subsidiary, CPA.com,website. Maribel is a member of the Advisory Board for CPA.com and the AICPA Digital CPA Conference. As an advisory board member, Maribel helps empower CPAs and businesses for the digital age. It’s no secret that staffing a CPA firm with truly qualified candidates has been a…
Read More“My financial statements are always late!”
This is the number one complaint we hear from clients who reach out to us for services. About a year ago we started working with a new client. He reached out to us for our CFO services to help him understand whether his organization’s accounting work was too much for the one-person accounting department he…
Read MoreDelegating so you can focus on your mission
Even though you have great talent as the leader of your organization, you may not be good at everything. If you only had the time, you could focus on what you do best and on pursuing immediate opportunities.
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