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 payroll
- Mason Investment Advisory Services (OCIO) - Contact: Will Thorpe, Chief Marketing and Development Officer (wthorpe@masoncompanies.com, Virginia-based)
- mysynergy.com (PEO)
- LyonsHR (PEO)
- Armanino LLP - CPAs, accounting consultants
- Hood & Strong LLP - CPAs, accounting consultants
And some CPE resources:
- Capin Crouse - www.capincrouse.com
- The Council on Foundations - www.cof.org/topic/financial-management
-Rosie
Comments
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I just listened to the recording. Thanks everyone for sharing their ideas!
I have a few others I can recommend.
We use Insperity as our PEO and have for 20 years. I'd be happy to make a referral if anyone is interested.
We use CAPTRUST as our independent investment consultant. We've been with them for 3 years after about 15 years with Colonial Consulting.
For CPE I'd recommend Moss Adams, FAOG (which is a group for community foundation CFOs), BDO, AICPA's Nonprofit Section, Withum Smith+Brown, CLA, and your state's CPA society.
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The team at PKF O'Connor Davies does tax & audit work for hundreds of private foundations. They are strong partners of philanthropy and provide educational content to sector leaders such as Exponent Philanthropy, PEAK Grantmaking, etc. We have a good relationship with their team and can make connections if anyone would like to talk with them.
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