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Share your Accounting resources! (CPA, PEO, OCIO, CPE, etc!)
During today's Finance Coffee Talk, many of you shared great accounting resources. I've listed those that were shared via the chat below. Let's keep sharing your resources and tips here, so everyone can benefit! esmartpayroll.com for W-2, W-2C, 1099-MISC, 940, 941, etc. yearli.com for 1099 and W-2 processing Gusto for…
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Annual Nonprofit Endowment Fund Distributions
Each year at the start of Fall we calculate and process annual distributions from our nonprofit agency endowment funds. In the past we would simply cut a check for every endowment and if the nonprofit wanted to reinvest the distribution back into their endowment fund they would either send the check back, or they would…
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Investment Activity/Revenue Share
How is everyone reporting their investment activity to their fund holders? Are you reporting monthly, quarterly or both? Do you provide interest/dividends, all gains(losses), etc or just balance and grant/contribution information? We have been entering investment information monthly, but not reporting on it until after the…
