Listen Back: Inside the Mind of Your Auditor

As the financial landscape continues to evolve for nonprofits, we want to give our clients the resources they need so they can focus on their missions.  Each month Support KC hosts a free training event, exclusively designed for our clients, covering important topics that impact nonprofit leaders and their organizations.  These Coffee Cup Conversations give clients an opportunity to network, ask questions and learn from a variety nonprofit experts.

Our August Coffee Cup Conversation, Inside the Mind of Your Auditor, was moderated by Christy Cubbage, Director of Client Accounting at Support KC, and featured a panel of nonprofit audit experts from CBIZ MHM who shared insights on the audit process, including management letters. Our panelists included Lisa Burke, Senior Manager; Brent Wilson, Lead Managing Director; and Holly Perez, Senior Manager.

The panel discussed new financial standards for nonprofits, the auditor/client relationship, and the concept of skepticism within the audit process.

After the conversation, we sat down with Lisa Burke and Holly Perez to talk about Form 990s, audit standards and resources on financial standards for nonprofit organizations. You can listen to their re-cap here:

 

Next up for our clients: Expand Your Network – Expand Board Diversity

If you are an Support KC client, be sure to mark your calendars for Tuesday, September 25th from 8:30 – 10:00 a.m. to join us for our next Coffee Cup Conversation: Expand Your Network – Expand Board Diversity. Join David Oliver, skilled board member and board consultant, and Debra Box, Support KC’s President and CEO in a conversation about how to create strategies to increase your board’s diversity and strengthen your board.  Board members are welcome!  Click here to learn more and register >>


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For the benefit of the nonprofit sector everywhere, we wanted to provide resources for ways we can continue to operate and grow within this era. And once social distancing begins to fade, what lessons can we take from this to improve our operations permanently. Come back often for more updates.

Accounting & Fiscal Management

  • Structure general ledger, chart of accounts, setup assistance
  • Monthly accounting support: accounts payable, accounts receivable, deposits and receipts, bank reconciliation
  • Payroll preparation
  • Preparation of management reports
  • Financial report preparation for board meetings
  • Grant tracking and reporting
  • Preparation of IRS Form 990
  • Preparation of annual 1099’s
  • Preparation of schedules for independent audit, assistance with audit completion
  • Cleanup of past accounting records
  • Budget preparation assistance, reporting and analysis
  • QuickBooks training

Governance & Strategy Development

  • Governance training
  • Executive mentoring and coaching
  • Board retreat facilitation
  • Strategic planning documents
  • Outcomes and impact measurement and reporting
  • Survey assistance

Database Management

  • Database design and development
  • Gift and demographic data entry
  • Donor acknowledgement letters
  • Import and export of data; mail merges; exports to mail house
  • Data and donor analysis
  • Integration with accounting systems, fund development and social media activities
  • Database training
  • Ongoing support and technical assistance

Fund Development

  • Create annual fund development plan
  • Fund development plan audits
  • Board Training
  • Capital campaigns
  • Grant management: research, writing and reporting
  • Major gifts and planned giving
  • Special event planning and support
  • Annual fund drives
  • Annual appeal mailings