More about Jeff Roberts
Blog Posts by Jeff Roberts:
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Lead Financial Transformation In Your Nonprofit
You can lead financial transformation in your nonprofit by taking small steps each day to learn and grow.
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Strategic Cash Reserves for Religious Organizations
Many religious organizations have more cash reserves than in recent history. Put those reserves to work by strategically moving cash to higher yield savings accounts and consider adding treasuries to your portfolio as a conservative option to maximize yield.
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New Directions in Spend Management Tools
Newer cloud-based spend management tools are now available for nonprofits. Be sure to analyze your requirements against the proposed features for your nonprofit!
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Miniseries – Best Practices for the Month-end Close – Financial Reporting & Analysis
Waiting on financial reports is frustrating. It’s even more frustrating when reports are issued late AND they are hard to read. To make informed financial decisions and react quickly to changing economic and other conditions, it is critical for nonprofits to master closing the books on a timely basis while also providing understandable and accurate […]
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Miniseries – Best Practices for the Month-End Close – Closing Revenue
Recently, I was in a meeting with a large nonprofit reviewing the monthly financial statements when the director of development spoke up and said, “That’s not what we have as total contributions for the month!” After an awkward pause, there was an intense discussion about what happened. Has something like this ever happened to you? […]
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Miniseries – Best Practices for the Month-End Close
A fast close of accounts payable is achievable! See our recommendations for AP, accruals, and credit card procedures that will help you accelerate your monthly reports.
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Miniseries – Best Practices for the Month-End Close
The month-end close in many nonprofits is frustrating and time consuming. Using a well-designed closing checklist is critical to improving incrementally each month.