Resources

Should your organization outsource its accounting needs? An outsourced accountant will help you with everyday accounting-related tasks, such as bookkeeping, budgeting, payroll, and financial reporting. Outsourcing also demonstrates to lenders and investors a commitment to the accuracy and integrity of your financial records. Here are five potential advantages to consider when evaluating this decision. 1. […]

When did you join Waters|Ortiz? September 2021 Why did you choose Waters|Ortiz? I worked with Amanda when I was in Miami and recognized what a hardworking, understanding, professional, and overall great lady she is. When she reached out to me, I considered myself honored and could not pass up the opportunity. What do you love […]

A community health center desperately needed to upgrade its computer network. Unfortunately, the not-for-profit had little IT expertise on staff or on its board of directors. That’s when it decided to form an advisory committee made up of people who could analyze the situation and help guide IT decision-making. This included a retired technology company […]

When inflation is high, it’s common for people to cut expenses by deciding not to renew subscriptions and memberships. For charities and associations that depend on membership fees, this trend can be distressing — if not catastrophic. If your not-for-profit’s membership rolls are declining due to nonrenewals, you need to address the problem immediately. Here are […]

Almost 40 years after its launch, QuickBooks® remains the leading accounting software program for small and medium-sized businesses. If you decide to use QuickBooks for your bookkeeping needs, you may have questions about implementation and using it to run your operations. Here are answers to some basic frequently asked questions (FAQs) to help you get […]