Keeping the Focus on the Mission
This blog was originally published on the Standards for Excellence Institute® website, for which Maribel is a peer reviewer. As a peer reviewer, she evaluates an organization’s application for compliance with the Standards for Excellence: An Ethics and Accountability Code for the Nonprofit Sector. You start with the mission – Point A. This is your intent. You…
Read MoreFinance Department on Steroids
I always appreciate the opportunity to talk to a prospective client who has not selected us for their services. Hey, it happens to all of us! A few days ago, I had a great chat with one such prospective client from whom I had not heard in several months. The great part about that conversation…
Read MoreBecoming a Digital CPA Firm – Challenges to Clients
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. Becoming a digital CPA firm is an immediate benefit to clients; that’s a no-brainer. …
Read MoreHappy auditors= good audit
We just finished the financial statement audit of one of our clients. The auditor, with whom we’ve worked for many years, came to see me after he finished filed work to discuss how the audit went and what to expect. I was surprised by how much he had to say about the credit card and…
Read MoreBecoming a Digital CPA Firm – Challenges to Staff
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. Attending the CPA.com and AICPA’s first Digital CPA Conference at the end of 2012…
Read More5 Steps to Approving a Bank Reconciliation
Reviewing the monthly bank reconciliations is part of a complete set of internal controls for your organization’s financial process and will be an item your auditors will look for. However, for those of you new to this task or for those who simply want a quick break-down of the process, read on… I will try…
Read MoreNew Standards of Excellence for Nonprofits
The Standards of Excellence Institute released its enhanced code of ethics and accountability for the nonprofit sector. See press release The Maryland Association of Nonprofits, the organization that created the national Institute, hosted a forum on version 2 of their code for seal holders, peer reviewers and licensed consultants. During the forum, they introduced the…
Read MoreAccountant-Introvert-Blogger
This is the first blog post I write, fulfilling a mission of active blogging that has been encouraged by those in my office and imposed on me by the age of social media. I wondered though, how can I, accountant-introvert, contribute something meaningful to the social chatter? Can I train myself to speak to a…
Read MoreTips for a “Pain Free” Annual Audit
The term “audit” almost invariably has a negative connotation to it. A proper pre-audit preparation is the easiest way to guarantee a smoother process at the fiscal year-end.
Read MoreNonprofit Operational Analysis
When was the last time you performed a thorough analysis on your organization’s operation and financial data?
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