year end
A better way to evaluate the Executive Director.
When the operating year is over and it is time to conduct the executive director’s evaluation, many non-profit boards seemingly forget how to operate as a governing group. They pull out dusty old evaluation templates from 25 years ago, jump into elementary school grading systems, cobble together...
Year end in 3.. 2..
Executive directors are forced into a complicated little dance during a non-profit’s year end. It starts simple enough, making sure all the invoices are sent out, and all the bills are paid. As a non-profit grows, the accounts become a little more complex, and there might be a bill or two that...
The best feeling is when it just works!
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)
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
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
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...
The Executive Director's Private Notes
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....