Summing It Up listing page

By
Embracing the Future of ERP: Transitioning from On-Premise ERP to a Cloud ERP with Confidence
By Ryan Kirke on July 10, 2024

ERP Solutions Enable You to Reliably Scale Up Your Business In the ever-evolving landscape of business technology, staying ahead of the curve is critical for success. With Microsoft's...

Continue Reading
What Not-for-Profit Organizations Need to Know about Financial Reviews
By Holly Hejmowski, CPA on June 19, 2024

Understand the nuances of financial reviews It’s common knowledge in the not-for-profit (NFP) world that Section 501(c)(3) of the Internal Revenue Code (IRC) establishes that a...

Continue Reading
Nonprofit Budgeting Best Practices: Planning For Your Organization’s Financial Health
By Holly Hejmowski, CPA on May 15, 2024

Tips for a not-for-profit's current and future budgeting A well-planned nonprofit budget gives an organization’s leadership more control, increased transparency, better accountability, and...

Continue Reading
Employee Benefit Plan Regulations in 2024: What Fiduciaries Need to Know

Fiduciaries for employee benefit plans (EBPs) have a challenging job. Staying on top of regulatory changes is a critically important part of that job. Congress, the U.S. Department of...

Continue Reading
Not-For-Profit Cost Allocations Best Practices and Tips
By Holly Hejmowski, CPA on April 10, 2024

Effective methods to allocate costs for informed decision-making A significant challenge facing many not-for-profit (NFP) organizations involves determining how much of their resources and...

Continue Reading
Harnessing Technology's Potential in Not-For-Profit Operations
By Holly Hejmowski, CPA on March 20, 2024

Not-for-profits can, and must, keep up with advancing technology When thinking of technological innovation, the not-for-profit sector is not likely to be one of the first places that come...

Continue Reading

Stay up to date