Goal Setting
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…
Read MoreIndirect Cost Rate Monitoring
Indirect cost rates fluctuate each year based on the results of your operations. If the indirect rate decreases, it could be a sign that your organization is heading to a major cash flow problem to resolve. Stay on top of your current year’s indirect cost rate to plan and prepare for any changes. It is…
Read MoreIn Search for Balance & Purpose, Part II
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…
Read MoreIn Search for Balance & Purpose, Part I
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…
Read MoreBoard Responsibilities and Liabilities
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…
Read MoreLearn 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 MoreThe Journey From College Student to Becoming a Full-Time Professional
For millennials, the transition from college to full-time work is fraught with barriers and roadblocks. The underemployment rate for recent college graduates stands at 46%, so when I received my job offer from Lumix to become its first digital media and administrative assistant, I was grateful (and relieved) to have the privilege of finally calling…
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