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Financial Leadership: Best Practices

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Tax-exempt organizations have many choices to make and relationships to build to ensure the operational success of their organizations. Audit partners Jackie Cardello and Amy Boland help financial managers navigate these issues through a discussion of management and board roles and responsibilities and provide an oversight of financial statements, operating reserves and internal financial statements. The presentation included an overview of GAAP versus non GAAP principles, cash versus accrual accounting, reserves, internal financial reporting and common red flags financial and executive leaders should avoid.

This was my first time working with auditors and I was bracing for a tough audit and tax experience, but Jim Larson and his engagement team were very patient, kind and accommodating in breaking down their complex questions into layperson’s terms I could understand.

Carol |  Binstock
The Quixote Center