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Financial Health Checkup

WebIn conjunction with a financial health checkup, Jacobson Jarvis can provide a number of in-depth training sessions focused on improving your board’s understanding of …

Actived: 4 days ago

URL: https://jjco.com/consulting/financial-health-check-up/

4 Reasons You Should Work for a Cause You Care About JJCO

WebThe old saying goes, “Choose a job you love, and you will never have to work a day in your life.” When you’re excited about the work you do and the environment …

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Consulting Services

WebWe always recommend starting with a financial health checkup to assess your organization’s specific needs. Together we will identify any potential issues before …

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Nonprofit Employee Retention: How to Set Up A Wellness Programs

WebCreate Goals. The success of a wellness program is sometimes a difficult thing to measure. Set up some goals that you want to achieve and create a timeline for …

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A Guide to Understanding and Filing Your Nonprofit's 990 Tax Form

WebForm 990 needs to be filed “by the 15th day of the 5th month after the organization’s accounting period ends (May 15th for a Calendar-year filer). If the due …

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Internal Control Spot Checks

WebJacobson Jarvis was founded in 1991 as the only certified public accounting firm in the Northwest to focus its nonprofit audit, tax, and consulting capacity on the not …

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Not-For-Profit Financial Reporting: It's Time For a Change

WebFast forward to August 2016. The financial accounting standards are now codified and FASB issued Accounting Standards Update No. 2016-14 Not-for-Profit …

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Tips to Involve and Motivate Your Nonprofit Board Members JJCO

WebMake sure every point you discuss comes back to the organization’s mission and its impact. Consider inviting program participants or others that benefit from the …

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Storytelling Tips for Ambassadors (a.k.a. “Board Members”)

WebThink of your role as being a door-opener, not a deal-closer. You probably don’t need more materials, more facts and figures, and more talking points. Instead, I bet …

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When & Why to Hire the Right CFO for a Non-Profit Organization

WebThe right CFO in place will optimize the returns of your organization’s activities by carefully managing all aspects of your finances. The CFO role is strategic by …

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What Nonprofit Board Members Need to Know About Audit Results

WebThe Audited Financial Statements contain several pieces that all work together. Most nonprofit audit reports include the following: Audit Opinion. Statement of …

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Tips for Enhancing Non-Profit Employees’ Workplace Happiness

WebSimply showing gratitude spontaneously to employees for good efforts or making changes will charge your staff tenfold. Give recognition to staff who are …

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10 Steps in Preparing for a Small Organization Audit

Web1. Streamline Your Organization – Develop short-term and long-term plans for your finances and ask your accountant to think about your finances in those terms. 2. …

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What Not to Do: Top Ten Board & Finance Committee Reporting …

WebMistake #9: We Use Dashboards the Wrong Way. Dashboards can be useful in helping organizations focus on problem areas or strategic initiatives. However, they …

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Speed Reading Nonprofit Financial Statements

WebStatement of Financial Position (aka Balance Sheet) The Balance Sheet is a snapshot at a point in time and summarizes the organization’s assets (what you own) …

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Nonprofit Executive Director Turnover – Not If, but When JJCO

WebDid you know that the turnover in nonprofit corner offices is between 18% and 22% annually? The numbers are even higher in ultra-stress environments like …

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When Are Nonprofit Gross Receipts B&O Taxable

WebThe tax rate can differ depending on the activity, but most nonprofit gross receipts are reportable in the “Service & Other” B&O classification at a rate of 1.5%. A …

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Repeal of the Johnson Amendment: Pros and Cons

WebRepeal of the Johnson Amendment: Pros and Cons - Jacobson Jarvis & Co. President Trump’s commitment to completely repeal the Johnson Amendment was one …

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