Your Nonprofit CFO

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It’s finally here! The perfect business and finance workbook for new and small nonprofit leaders. Tackle this year-end...
01/07/2025

It’s finally here! The perfect business and finance workbook for new and small nonprofit leaders. Tackle this year-end with confidence with Passion to Impact on SALE for a limited time only!

✅ Plain-English and easy to understand

✅ 15 compact chapters to tackle a little at a time

✅ Interactive worksheets to apply concepts to your nonprofit

✅ Feel strong and confident talking to your CPA

✅Gain support in budgeting , finance, policies, taxes, and more!

As a board member, management, or volunteer, empower yourself to take control of your finances and build a sustainable strong nonprofit!

Buy your PDF or hard copy today at www.YourNonprofitCFO.com.

Together we are better 🩵

#501(c)(3)

GAAP can feel so daunting. But once you start to understand the goal of almost all the rules, it starts to make way more...
07/07/2023

GAAP can feel so daunting. But once you start to understand the goal of almost all the rules, it starts to make way more sense!

The goal of GAAP is to create a universal language which ties the financial statement story to what actually happened.

It takes away the variability of when we pay the bill, when the vendor finally sends the bill, etc. so a reader can see it as it really is. TRANSPARENCY!

What questions do you have?

Sometimes policies feel like red tape. Always adding processes and taking away from your time spent on the mission. But ...
06/20/2023

Sometimes policies feel like red tape. Always adding processes and taking away from your time spent on the mission.

But I believe these policies truly help protect a nonprofit and set standards for absolute transparency, accuracy and review!

Which do you want to see more about?

Your heart is in the right place and you joined a board of directors to help advance an amazing mission. But did you kno...
06/16/2023

Your heart is in the right place and you joined a board of directors to help advance an amazing mission. But did you know you legally carry fiduciary responsibilities too? You might have a history in insurance or fundraising or social services or whatever else and be an incredible asset to the board, but it’s important to understand the finances, policies, and compliance too! For your protection and theirs!

If you’re a nonprofit leader overwhelmed by financial demands, tell me if you’ve felt this way before!All year long we f...
06/13/2023

If you’re a nonprofit leader overwhelmed by financial demands, tell me if you’ve felt this way before!

All year long we focus on whether the fundraising events and programs are making money, finding grants to cover expenses, and spreading the word about your mission. And those things are SO valuable and of course key to our nonprofit’s success.

But then your CPA comes in and says “balance sheet this and balance sheet that” and asks all sorts of questions about fixed assets and prepaids and loans and 😵‍💫🤯

I know it can be overwhelming, but click through to learn some of what it is, what we call it, and WHY we care. I’ll be making a video later this week to explain how intertwined it is with the income statement and some examples to

How many of you have been here? 🙋🏻‍♀️ it takes so much energy to engage donors, develop relationships, and find the cour...
06/06/2023

How many of you have been here? 🙋🏻‍♀️ it takes so much energy to engage donors, develop relationships, and find the courage to make a big ask! But when the donation comes in, it seems like there is a disconnect. You never get records or tracking of what’s left to spend and don’t really know if the accounting team is ear marking it accordingly. You’re focus always has to be on the next event, the next campaign, and cultivating those relationships so it’s HARD to go backwards to what already happened.

How does your organization stay connected and make sure all commitments are honored?

Find more information on my blog including a template to use for restricted donation tracking!

#501(c)(3)

You read that right: a new blog and website! I have been silent over here…quietly working while I build a better platfor...
05/30/2023

You read that right: a new blog and website! I have been silent over here…quietly working while I build a better platform to share information with YOU!

I am just getting started and I want you to know you belong here, no matter where you’re starting. And also THANK YOU for being here. 💕

Check it out and let me know what you think.

www.YourNonprofitCFO.com

Address

Cleveland, OH

Opening Hours

Tuesday 9am - 5pm
Friday 9am - 5pm

Telephone

+12168778822

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