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.…

Read More

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 More

This is a question, and many times, a forceful statement I hear at least once a month.  My clients and members of nonprofit boards I belong to have a deep misconception that nonprofits are not allowed to accumulate savings (aka reserves).  Several years ago, I did an extensive search and asked various experts in the…

Read More

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 More