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Recent News & Blog

  • 3 steps to a more financially resilient future

    It’s a new year with new opportunities for your not-for-profit to boost its financial resilience. Although COVID-19 continues to make forecasting difficult, your staff and your board’s finance committee can take steps to negotiate obstacles. Here are three.

  • SEK Announces Manager and Controller Promotions

    FOR IMMEDIATE RELEASEJanuary 1, 2022 SEK Announces Manager and Controller Promotions

  • SEK Announces Supervisor and Senior Associate Promotions

    FOR IMMEDIATE RELEASEJanuary 1, 2022 SEK Announces Supervisor and Senior Associate Promotions

  • Have you named contingent beneficiaries?

    Although your will or revocable trust governs the distribution of many or most of your assets, certain assets — such as retirement plans, insurance policies, and bank or brokerage accounts — require you to name a beneficiary (or beneficiaries).

  • How to account for change orders

    Last-minute changes to contracts can be frustrating. But, if managed properly, they can sometimes provide an opportunity to boost profits.

  • How to maintain customer records in QuickBooks Online

    Your customers are your company’s lifeblood. Make sure their records are thorough and up-to-date.

  • Should your established nonprofit sponsor a smaller project?

    During the initial COVID-19 outbreak, a small community group decided to organize grocery deliveries to low-income seniors. Time was of the essence and participants in the fledgling project didn’t have time to file for 501(c)(3) status or build fiscal infrastructure.

  • A blended family requires smart estate planning

    If you’re married and have children from a previous marriage plus children or stepchildren from your current marriage, your family is considered a blended family.

  • Nonprofit budgeting ideas for uncertain times

    Not-for-profits need to plan their financial needs and project financial resources. But you might be able to make the budgeting process more effective by trying a new approach — for example, a rolling budget — or by reforecasting an existing budget.

  • Could an FLP fit into your succession plan?

    Among the biggest long-term concerns of many business owners is succession planning — how to smoothly and safely transfer ownership and control of the company to the next generation.

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