More about Jeff Roberts
Jeff loves helping nonprofits achieve financial excellence through improved monthly reporting, cashflow management, strategic planning, and systems design.
Blog Posts by Jeff Roberts:
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Making Technology an Integral Part of Your Nonprofit
AI is revolutionizing multiple aspects of nonprofit work, such as fundraising, accounting, donor engagement, volunteer management, and data analysis.
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Navigating Revenue Uncertainty: A Strategic Approach for Nonprofits
In the ever-evolving nonprofit landscape, uncertainty is a constant companion. Explore how nonprofits can adapt to the shifting sources of revenue streams.
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Compliance and Transparency: Managing Interfund Transactions in Nonprofits
There are several critical data points you should be tracking to properly manage your interfund accounts. Learn why the process is important.
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Elevate Your Relationship With Your Outsourced Service Provider
Whether your decision to outsource is based on cost, technology, or staff shortages, there’s likely room for improvement in your provider relationship.
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Modernize and Streamline Your Chart of Accounts for POWERFUL Communication!
Modernizing and reworking your chart of accounts can help you communicate financial information powerfully in your nonprofit. If your COA is cluttered it’s probably time to reorganize it and save time and frustration in preparing financials. Reorganizing your COA will also help you communicate more powerfully to your users of financial information.
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Does your Nonprofit Need an Investment Policy Statement (IPS)?
As a best practice, nonprofits should have policies and procedures for investments and reserves, but many we talk to don’t know where to start. Have you recently heard any statements like these: “We should invest in cryptocurrency…there’s real opportunity for growth there!” “I’ve got a guy who can help us make a lot more money on […]
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Be Prepared for Increasing Cybersecurity Challenges in your Nonprofit
Recently, a nonprofit hospital system out of San Diego lost revenue of nearly $92 million due to a cyber breach. Scripps Health, which operates as an integrated health care delivery system, also incurred an additional $21 million of expenses for the resulting incident response and recovery. This cyber-attack created a substantial disruption in patient care […]
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Payroll Tax Considerations for Your Nonprofit’s Remote Workforce
(This blog was written by Joe Baumann, Employment Tax Director at CLA. You can contact Joe at Joe.Baumann@CLAConnect.com) Has your nonprofit considered the payroll tax implications for your remote staff recently? Surprisingly, there is not a uniform procedure for withholdings or unemployment; instead, each state has their own regulations for residency, convenience rules, and reciprocity. […]
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Building Engagement in a Remote Work Environment: Fostering Connection and Productivity
Nonprofits can foster connection and productivity of a remote or hybrid workforce by being intentional about participation, issue identification, culture development, and clear goals.
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What to do when your finance team is short-staffed
If your nonprofit is struggling to find and keep finance staff consider looking for ways to automate or outsource, standardize work and cross-train, and focus on creating a culture of service.