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Financial Affairs Accounting for change, every day!

🚨 THE COUNTDOWN IS ON 🚨"Your Financials Tell a Story" is almost here — and this might be the most valuable hour you spen...
09/21/2026

🚨 THE COUNTDOWN IS ON 🚨

"Your Financials Tell a Story" is almost here — and this might be the most valuable hour you spend on your nonprofit all month. 📖💚

Here's why leaders are showing up:

✅ Learn to read your financials like a story, not a spreadsheet
✅ Walk away with tools to talk numbers with your board & donors
✅ Connect with other nonprofit leaders in the McKinney community
✅ Free lunch. Zero excuses. 😉

🗓️ September 24, 2026
⏰ 11:30 AM – 1:00 PM
📍 McKinney, TX
🎟️ FREE — 40 seats only, and they're almost gone

Led by two women who live and breathe nonprofit finance:
💼 Melanie Kirton —
📈 Tawnia Wise —

Brought to you by 🌿

Your financials already have a story. Come find out what it's saying. 👀

🔗 Register now: https://www.eventbrite.com/e/your-financials-tell-a-story-tickets-1998973064246

⏰ DON'T SLEEP ON THIS ONE ⏰Seats are filling up fast for "Your Financials Tell a Story" 📊💚In case you missed it the firs...
09/18/2026

⏰ DON'T SLEEP ON THIS ONE ⏰

Seats are filling up fast for "Your Financials Tell a Story" 📊💚

In case you missed it the first time around — this is your sign. 👀

🗓️ September 24, 2026
⏰ 11:30 AM – 1:00 PM
📍 McKinney, TX
🍽️ lunch + networking
🎟️ Only 40 seats — and they're going quick

Come learn how to turn your nonprofit's numbers into a story that moves donors, boards, and mission forward — straight from the experts:

💼 Melanie Kirton —
📈 Tawnia Wise —

Hosted by 🙌

This is the kind of room where you leave with more clarity than you walked in with. Don't be the one who waited too long to grab a seat. 🏃‍♀️💨

👉 Save your spot before it's gone!

Register: https://www.eventbrite.com/e/your-financials-tell-a-story-tickets-1998973064246?aff=oddtdtcreator

📊✨ YOUR FINANCIALS TELL A STORY — LET'S READ IT TOGETHER ✨📊Numbers aren't just numbers. They're the plot twists, the gro...
09/17/2026

📊✨ YOUR FINANCIALS TELL A STORY — LET'S READ IT TOGETHER ✨📊

Numbers aren't just numbers. They're the plot twists, the growth arcs, and the happy endings of your mission. 💚

Join us for an incredible morning of connection + clarity:

🗓️ September 24, 2026
⏰ 11:30 AM – 1:00 PM
📍 McKinney, TX
🍽️ Networking & Lunch
🎟️ FREE — but only 40 seats, so don't sleep on this one!

Huge thanks to our host for bringing this community together 🙌

And a special shoutout to our incredible speakers breaking it all down:
💼 Melanie Kirton —
📈 Tawnia Wise —

If you run a nonprofit and want your financials to finally make sense (and maybe even excite you a little), this is the room to be in.

👇 Tag a fellow nonprofit leader who needs to hear this!

09/13/2026

Auditors aren't looking for perfection.

They're looking for consistency, documentation, and a story that holds together.

That's actually good news — because consistency is buildable. Documentation is learnable. And a story that holds together is just the result of clean records kept over time.

The organizations that dread audit season are usually the ones that haven't made peace with this yet. The ones that handle it calmly have.

09/12/2026

For nonprofits with June 30 fiscal year-ends: where are you in your audit process right now?

✅ Fieldwork complete or underway
🟡 PBC list submitted, waiting on fieldwork
📋 Still gathering documents
❓ Audit isn't until later in the fall

Curious where everyone is in the cycle.

09/11/2026

The most stressful audits aren't caused by bad accounting. They're caused by good accounting that nobody can find.

We've worked with finance teams who kept excellent books — reconciled monthly, restricted funds tracked, board minutes filed. But when the auditor's PBC list arrived, it took two weeks just to pull everything together into one place.

The work was done. The documentation was scattered.

The fix isn't doing more. It's organizing what you already have — one folder, one index, updated as the year goes.

When fieldwork starts, the answer to every request should be: "Here it is."

09/09/2026

It's fall audit season — and the organizations that have the smoothest audits aren't necessarily the best-run. They're the best-prepared.

The difference between a calm audit and a fire-drill September usually comes down to one thing: whether your documents are organized before the auditor asks for them, or assembled after.

This month we're sharing practical steps to get audit-ready — from the PBC list to restricted fund reconciliations to the IRC 4960 update that's relevant for some nonprofits this year.

If your fieldwork is coming up, the next few weeks are your preparation window.

08/11/2026

"Here's the full financial packet" vs. "Here's what you need to know."

Both are technically board reporting. They're not equally useful.

A full financial packet without context asks board members to find the story themselves. A well-designed board report tells the story — and then shows the backup.

The difference isn't less information. It's better structure.

Lead with the dashboard. Explain the variances. Name the risks. End with decisions.

Same numbers. Completely different board meeting.

08/10/2026

Most nonprofit boards aren't bad at finance. They're under-equipped for it.

They show up to quarterly meetings with a thick packet, limited context, and a genuine desire to help — and they end up either asking no questions (because they don't know what to ask) or asking surface-level questions (because the report doesn't give them a foothold).

This month we're talking about board financial education — not because boards should become accountants, but because boards that understand what they're looking at provide better oversight, ask better questions, and give EDs more confidence.

It starts with the right report.

CTA: What's the one financial question your board asks most often? Drop it in the comments — we'll answer it this month.

07/28/2026

These aren't opposites. They're both true in a healthy nonprofit.

Internal controls aren't about suspicion. They're about building an organization where honest people are protected from being blamed for honest mistakes — and where problems are caught early, regardless of intent.

A control gap doesn't mean someone did something wrong. It means no one would have noticed if they did.

Trust your team. Build systems that verify.



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