It’s no secret that nonprofit organizations come in a variety of shapes and sizes. Likewise, the structure of their boards are made up of various shapes and sizes. As a board member, it's important to understand what your role is in providing service to the organization. Especially for organizations without paid staff, board members are [...]
Succession planning is a huge topic in business right now and at TDT we repeatedly talk about it with our for-profit clients. Record numbers of nonprofit executives are preparing for their retirement, making this topic incredibly important and timely. For many nonprofit organizations, conversations regarding succession planning are past due, putting the organization at risk. [...]
Finding time and enough resources to commit towards a multi-step, multi-year succession plan, while managing the controlled chaos of running a business can be daunting. When time is the most precious resource we have, spending it thinking about how to get out of a business we spent our lives getting into seems illogical. However, those [...]
This week's segment of the Performance Measurement video series, Joe Ryan, CPA, provides an overview of Program Expense Efficiency.
In this week's session of Performance Measurement, Amanda Lane, CPA, will be discussing the Email Opt-Out Rate Metric.
Glen Swanson, CPA and TDT Assurance Manager, provides an overview of the legal obligations for agreeing to serve on a nonprofit’s board. Glen specializes in audits of nonprofit organizations, family-owned businesses, and employee benefit plans and has more than 10 years of experience in public accounting. When agreeing to serve on the board of a [...]
Jodi Kerr, CPA, and TDT Tax Partner, provides insight to outsourcing your accounting and the mistakes that can be avoided in the process. Jodi specializes in small business consulting, individual and business tax compliance. The 2017 Tax season has concluded. Now is a good time to reflect on the process and identify areas of improvement in your accounting. [...]
This week's segment of the Performance Measurement video series, Amanda Lane, CPA, provides an overview of the Programming Market Share.
This week's segment of the Nonprofit Performance Measurement video series, Amanda Lane, CPA, provides guidance on how to measure the savings indicator rate.
Amanda Lane, Tax Manager at TD&T CPAs and Advisors, P.C., provides an overview of creating dashboards. Amanda serves social service organizations, colleges and universities, membership organizations and many others throughout Iowa. Where to start? When meeting with clients and prospects, the topic of dashboards comes up quite frequently. Dashboards tend to be the new buzzwords [...]