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Category: Financial Guidance

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What It Means To Switch CPA Firms

Switching CPA firms can bring fresh perspectives, increased value, and renewed energy to your organization. Learn how to ensure a smooth transition and maximize the benefits of changing auditors.

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refinancing paperwork being handed of to be signed

4 Tips to Refinancing Multi-Family Properties

Refinancing a multi-family property can offer great financial benefits, but it’s crucial to navigate the process carefully. From evaluating whether refinancing makes sense to finding the right bank, these four key tips will help ensure you make the best decision for your investment.

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Choosing an Auditor – Factor 6: Fees

Auditors quote prices in many different ways. Learn the advantages and disadvantages of the most common fee structures to help your organization save time and make a better decision according to your preferences.

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Choosing an Auditor – Factor 5: Location

Whether you hire a local auditing firm or one that handles all your documents remotely, understanding the benefits and drawbacks to both will help you figure out which type you prefer. Here’s what you should know!

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person holding donation box for not-for-profit organization

How Not-for-Profits Can Avoid Losing Public Charity Status

If your non-profit organization has been receiving generous donations from a single donor, you may reach the tipping point between being a public charity and a private foundation. Discover effective strategies for diversifying donations and monitoring public support to ensure your organization remains on track with its mission.

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Choosing an Auditor – Factor 2: Staffing

Staffing stability plays a crucial role in the quality of service you receive. Here are some key signs of solid staffing to help you avoid costly mistakes and ensure a smooth, reliable auditing relationship year after year.

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Choosing an Auditor – Factor 1: Service

Donovan knows that when choosing an auditor, service is the foundation of a successful partnership. Here are five critical aspects of service that can help you choose an auditor who will be more than just a provider.

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