year end

The best feeling is when it just works!

The best feeling is when it just works!

Posted in executive director / year end

Being a non-profit executive director is no easy job. I've learned some hard lessons early in my career as I browsed the internet desperately looking for resources, tools, ideas, and solutions. What I found was an overwhelm of information from big-city experts. They had fundraising committees,...


Checklist for an Easier Non-Profit Audit (Because We Aren’t Magic)

Checklist for an Easier Non-Profit Audit (Because We Aren’t Magic)

Posted in financial management / annual audit / year end

Not all non-profits will have an annual audit each year. The legislation for annual financial review will vary from province to province and state to state. Regardless of the complexity of any assessment of a non-profit’s financial records and systems, presenting well organized information is...


When is the Best Year End Date for a Non-Profit

When is the Best Year End Date for a Non-Profit

Posted in financial management / annual audit / year end

Year end for a non-profit is a busy time. Accounting will need to be wrapped up and the financial files sent off for an audit or financial review. Sometimes it can take several weeks to get all the files tidy and ready to go. Then it can take another few weeks for the auditor to complete the...


3 Thing to Do to Start a New Fiscal Year with Tidy Books and a Clear Budget

3 Thing to Do to Start a New Fiscal Year with Tidy Books and a Clear Budget

Posted in annual audit / year end / bookkeeping

We’re into April now and if your non-profit is like mine, the annual audit is complete, and you are well on your way into a new fiscal year. It’s easy to get excited about new programs, and in my area, spring [yay, warmer weather]. But don’t forget about the previous year just yet. Rarely does...


Finishing Strong

Finishing Strong

Posted in operations plan / year end

Many of the non-profits I work with are starting their 4th quarter in January, with a year-end date of March 31st. That means 3 short months to complete the operations plan for the year, and to have met the priorities outlined in the strategic plan. Sometimes, in that final stretch before year...


The Executive Director's Private Notes

The Executive Director's Private Notes

Posted in executive director / year end

Executive directors take a lot of notes. It might be notes at a staff meeting. It might be notes at a training session. It might be the handwritten notes at a board meeting. It might be notes when meeting with a funder. What do you do with all those notes? Well, I’ll share what I do with mine....