Frequently Asked Questions: Audit Exit Conferences

Exit conferences are strategic ways of keeping everyone on the same page as the audit moves into its final stages. They can be used to solidify timelines, tie up loose ends, and exchange contact information to help keep the process running smoothly.

Frequently Asked Questions: Proposal Meetings

It takes a lot of effort to request proposals, interview, and choose an auditor to keep your organization compliant. However, coming to proposal meetings underprepared can cause more hassle and extra work than spending a little more time up front to ensure everyone’s on the same page. We’ll walk you through some practical steps to help you make the most of proposal meetings with CPA firms.

Creating Communities

Not every day is full of sunshine and success — in fact, most days contain their own little crises. At one affordable housing property, David arrived on a particularly dark day. But the way our client’s staff members responded to their crisis left an inspirational impression on our whole team at Lemler Group.

Gift Card Guidance: Keep Track of Simple Gifts

Organizations that utilize gratitude can have a double impact on both their own employees as well as the people they serve. But when they don’t track purchased gifts carefully, these funds can slip through the cracks and encourage fraudulent purchases.

Gift Card Guidance: Why Gratitude Matters

Showing someone you care has lasting effects on both you and the recipient. Gratitude is a powerful tool for helping and empowering others, and can be conveyed in a wide variety of ways. The power of gratefulness Can you recall the last time someone told you they...

What to do After a Technical Termination

Technical terminations occur when partners sell more than 50% of their interest in a 12-month period. When this happens, even though the organization still exists, for tax purposes, the partnership is treated as dissolved, and a new one immediately takes its place. Though counter-intuitive, this process is simple and painless as long as your tax preparer is kept informed of ownership changes throughout the year.