Joining a nonprofit board can be an exciting opportunity to contribute to a cause you care about. However before saying yes, it’s important to consider what board service involves – both in terms of your time and financial commitment. At Lumix CPAs and Advisors we help nonprofits navigate financial challenges and achieve long term sustainability.…

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Graphic with Lumix CPAs and Advisors logo and the text 'How to Get (and Protect) Your Tax-Exempt Status as a Nonprofit' alongside a stylized icon of a tax document.

As a nonprofit owner, achieving tax-exempt status is a significant milestone. It can provide financial benefits such as fewer state and federal taxes, and also increases your organization’s credibility. However, obtaining and maintaining tax-exempt status requires detailed planning and ongoing compliance.  The team at Lumix wants to help because we know that every dollar our…

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Trends for Nonprofit Organizations in 2024

As we move through 2024 it will be essential for nonprofit leaders to keep an eye on new trends to maintain their success in the nonprofit sector. Fund raising, donor retention, board and stakeholder satisfaction, and compliance are all factors that directly impact a nonprofit’s success.  There are some 2024 nonprofits trends that highly successful…

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Spring clean organization financials

Who doesn’t love a good spring cleaning? The weather turns warmer, the sun sets later, and many of us are simply overcome with the urge to declutter and get things in order. Spring cleaning isn’t just for your house or other physical spaces, though. Organizations and businesses can apply spring cleaning principles to their financials…

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Every nonprofit leader knows that their organization is subject to a number of regulatory compliance requirements. In many cases, this includes the need for the organization’s financial statements to undergo an audit, often on an annual basis.  Checking off all the compliance-related boxes required by the local, state, or federal government is obviously important for…

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Woman Accountant looking over in-house accounting forms

Small businesses and fledgling nonprofit associations often get their start with a single individual and a big vision. With hard work and time, many of them grow and scale, so much to the point that they can no longer do everything on their own. They start assembling a team.  This spells success and it’s a…

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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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