Resources

If you’re organizing a nonprofit board retreat, you’ll probably want board members to make the most of their time together. One of the best ways to do this is to choose a theme or central topic of discussion. Although board members may be tempted to talk about the latest events or challenges (and there likely […]

With fewer federal grants available to not-for-profit organizations, the competition to qualify for funding — from all sources, including foundations — has become more intense. Now, more than ever, your nonprofit needs to submit sharp, clear, and attention-getting grant proposals to potential funders. Many organizations are enlisting AI tools to generate proposals. However, it remains […]

When did you join Waters|Ortiz? April 2022 Why did you choose Waters|Ortiz? I was looking for a remote accounting job, and I already had a working relationship with Roxanne, so it was a great opportunity for me to join the Waters|Ortiz team. What do you love most about your job/profession? I do like working remotely, […]

OK, that would be an exaggeration. But there are four measures that generally matter more than the rest. To control your not-for-profit’s expenses and improve operating efficiency, you need to keep an eye on the numbers. This should come as no surprise. But which measures are important? Which ratios can help you identify how much […]

In the process of slashing expenses? Just be careful not to cut essential items, such as sufficient staffing to maintain strong internal controls, from your not-for-profit’s budget. Internal controls are critical for preventing occupational theft. Cybersecurity is something else your organization can’t afford to do without. The good news is fraud prevention measures don’t have […]