Course 6: Trusted Advisor Services

Course 6: Trusted Advisor Services

In this course you will learn the following:

Discover what to look for in a trusted advisor
Understand the different levels of service your CPA can provide
Get a glimpse into the many options of professional services available to nonprofits

Next, Watch Course 7: 990s, LTS, Gaming, Sales Tax and Executive Compensation.

Nonprofit Resources

eBook: Essential Nonprofit Policies

Formal policies are vital to any nonprofit organization. Policies not only provide guidance, but they protect the organization from legal challenges, ensure compliance with regulations and funding agencies, and set the tone for ethical and transparent conduct by employees.

Download the eBook