Latest articles - Page 2

A 3-year board assessment systems model showing a cyclical process of evaluations: externally-led comprehensive, internally-led intermediate, and internally-led lighter touch.

Board of Directors Assessment - The Right Way to Review

2 June 2026

Master board of directors assessments! Learn what to measure, how to run reviews, avoid pitfalls, and act on findings. Improve governance now.

Jarret Bernier

Board of Directors Assessment - The Right Way to Review

Master board of directors assessments! Learn what to measure, how to run reviews, avoid pitfalls, and act on findings. Improve governance now.

Jarret Bernier

2 cze 2026

Comparison of business credit card vs personal credit card features, highlighting higher limits and employee cards for business.

Business vs. Personal Credit Card - Which Is Right for You?

Business credit card vs personal: Uncover which card best suits your business needs for tax, liability, and spending control. Find out now!

Rocky Daniel

2 cze 2026

A smiling man in a suit holds a tablet, with a fund report graphic showing growth. He embodies the duties of a successful nonprofit treasurer.

Nonprofit Treasurer - Beyond Bookkeeping - Maximize Impact

Master nonprofit treasurer duties! Learn how to ensure financial oversight, manage budgets, and implement controls for a resilient organization.

Rocky Daniel

1 cze 2026

An eye watches over a factory as storm clouds gather, symbolizing enterprise risk assessment and the need to plan for potential threats.

Enterprise Risk Assessment - Drive Action, Not Reports

Master enterprise risk assessment for U.S. businesses. Learn how to run it, prioritize risks, and turn findings into action. Get our guide!

Jarret Bernier

31 maj 2026

Board survey questions about meeting formalities, including distribution of materials, quality, and presenter punctuality.

Board Evaluation Questionnaire - Unlock Real Improvement

Master your board evaluation questionnaire. Learn what to measure, how to design it, and turn insights into real board improvement.

Rocky Daniel

31 maj 2026

A financial analysis report, like a monthly financial review, offers a business health check-up.

Monthly Financial Review - Turn Data into Decisions

Master your monthly financial review! Learn key reports, common mistakes, and how to make your close faster and more reliable. Discover how.

Rocky Daniel

29 maj 2026

Data retention policy template showing record types, descriptions, and retention periods for administrative, fiscal, personnel, legal, general services, and IT records.

Data Retention Policy Template - Build Your Risk-Reducing Plan

Master records retention policy creation! Learn to build a robust data retention policy template to reduce risk & ensure compliance. Discover how here!

Jarret Bernier

29 maj 2026

California map with bear, "Automating Consumer Data Rights CCPA Compliance Guide" text. Learn the CCPA meaning and how to comply.

CCPA Compliance - Practical Steps for Your Business

Master CCPA compliance! Learn practical steps, avoid common pitfalls, and build a defensible privacy program. Discover how.

Jarret Bernier

29 maj 2026

A calculator and a checklist for nonprofit compliance, featuring daily, weekly, and monthly tasks.

Nonprofit Compliance Guide - Avoid Pitfalls & Stay Exempt

Ensure nonprofit compliance! Discover key filings, avoid common pitfalls, and implement controls to protect your tax-exempt status. Read more!

Jarret Bernier

28 maj 2026

Nine cards illustrate the benefits of meeting management software: scalability, security, governance, live collaboration, document sharing, voting, user experience, implementation, and cost/time savings.

Board Meeting Software - Essential for Better Governance?

Boost board meeting efficiency and governance. Discover how meeting management software streamlines agendas, minutes, and approvals. Read our guide!

Cole Mitchell

27 maj 2026

Illustration of people discussing a whistleblower policy, emphasizing trust and transparency in business.

Whistleblower Policy - Build Trust & Protect Your Company

Craft an effective whistleblower policy that protects employees & your company. Discover key elements, reporting channels, & U.S. compliance rules.

Rocky Daniel

27 maj 2026

Silhouettes of people at a table, discussing nonprofit advisory board roles and responsibilities.

Nonprofit Advisory Board: Roles, Responsibilities & Impact

Unlock the power of your nonprofit advisory board! Learn clear roles, responsibilities, and how to maximize their impact. Read more to build a high-performing board.

Jarret Bernier

26 maj 2026

Diagram showing 8 top nonprofit revenue streams: individual donations, volunteer grants, member dues, grants, matching gifts, corporate sponsorships, in-kind contributions, and product sales.

How Do Nonprofits Make Money? Beyond Donations

Discover how nonprofits make money beyond donations. Learn about diverse revenue streams, IRS rules, and building a resilient funding mix.

Jarret Bernier

26 maj 2026

Illustration for "Earned Growth Rate" shows a money bag, calendar, magnifying glass with an upward trend graph, and a target with an arrow.

Earned Growth Rate - Beyond Top-Line Revenue

Unlock true business quality! Learn how to calculate, interpret, and avoid pitfalls of earned growth rate. Maximize your CTR now.

Jarret Bernier

25 maj 2026

Learn what happens if you default on an unsecured business loan. This graphic from Funding Guru explains the consequences.

Unsecured Business Loan Default - What Happens Next?

Defaulted on an unsecured business loan? Discover the real risks, collection steps, and your best options to protect your business.

Cole Mitchell

24 maj 2026

Illustration shows a factory, forklift, and ship, depicting the WIP accounting process from production to retail.

WIP Accounting Explained - Avoid Costly Mistakes

Master work in progress (WIP) accounting! Learn what WIP measures, how it's built, where it lands, and common mistakes. Get practical tips to improve your financial reporting.

Rocky Daniel

23 maj 2026

Infographic detailing steps for effective board meetings: before, during, and after. Includes tips for preparation, note-taking, and follow-up.

Effective Board Meetings - Make Every Minute Count

Transform your board meetings into decision engines! Learn how to optimize agendas, prepare directors, and run effective meetings. Read now!

Cole Mitchell

23 maj 2026

Streamline your finances with bookkeeping automation. This graphic shows how to close books faster, with money bags and rising arrows symbolizing efficiency and growth.

Bookkeeping Automation - Clean Books, Faster Close

Unlock cleaner, faster books with bookkeeping automation. Discover what to automate first, choose the right system, and ensure a smooth rollout.

Jarret Bernier

20 maj 2026

A word cloud illustrates concepts like "copyright," "intellectual property," and "protection," hinting at the complexities of copyright litigation.

Copyright Disputes - Protect Your Business & Assets

Facing a copyright dispute? Learn how to navigate claims, understand remedies, and protect your business with our expert guide.

Cole Mitchell

20 maj 2026

$Table comparing fractional CFO and full-time CFO models, highlighting differences in salary, time commitment, scope, and ideal company stage.$

Fractional CFO - Do You Really Need One?

Unlock growth! Discover how a part-time finance leader translates data into decisions for cash, pricing, and hiring. Learn when to hire one.

Cole Mitchell

20 maj 2026

Staff retreat ideas for nonprofits: A group enjoys a bonfire and drinks outdoors, surrounded by rolling hills.

Nonprofit Staff Retreat Ideas - Get Real Results

Boost team morale and mission alignment! Discover staff retreat ideas for nonprofits that deliver real results. Plan your impactful retreat now.

Jarret Bernier

19 maj 2026

Costs accounting graphic comparing fixed vs variable costs, detailing allocation, profitability impact, financial reporting, and per-unit impact.

Fixed vs Variable Costs - Master Your Business Finances

Master fixed vs. variable costs for better pricing & budgeting. Understand mixed costs and avoid common mistakes. Read our guide!

Rocky Daniel

19 maj 2026

Timeline for starting a nonprofit: research, incorporate, secure EIN, develop bylaws, apply for 501(c)(3) status. Each step is illustrated as a growing seedling.

Set Up a Nonprofit - Your Guide to US Charity Success

Unlock success! Learn to set up a nonprofit in the US: steps, costs, and compliance. Get your charity started right.

Rocky Daniel

19 maj 2026

Cookies and GDPR: How to avoid fines and protect your business from GDPR compliance risks.

GDPR Compliance Risks - Avoid Fines & Protect Your Business

Uncover top GDPR compliance risks for U.S. businesses. Learn practical controls to avoid fines and protect your reputation. Get the guide!

Jarret Bernier

19 maj 2026

Cost of Goods Sold (COGS) formula: Beginning Inventory + Purchases - Ending Inventory. This helps calculate the cost of goods.

Cost of Goods Sold - Master COGS for Real Profit & Tax Savings

Master Cost of Goods Sold (COGS) calculation! Learn what's included, excluded, and how inventory methods impact profit. Get the full guide.

Jarret Bernier

18 maj 2026

Cartoon of an executive board meeting with some members in person and others on a video call, humorously questioning the setup.

Board Meetings - Make Decisions, Not Just Talk

Master effective board meetings! Learn how to structure agendas, ensure decisions, and avoid common mistakes for better governance.

Jarret Bernier

18 maj 2026

Infographic illustrating 10 governance best practices for effective board operations, from clear roles to stakeholder relations.

Strong Board Governance - Best Practices for US Boards

Unlock strong U.S. board governance. Discover best practices for independence, committees, risk, and effective meetings. Read our guide!

Jarret Bernier

18 maj 2026

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