Nonprofit Financial Planning Made Easy

Nonprofit Financial Planning Made Easy presents straightforward strategies to make financial management a more smooth and successful process. Filled with practical forms and checklists to aid you in planning and managing your organizations' financial resources, Nonprofit Financial Planning Made Easy equips your nonprofit with step-by-step solutions to the dilemmas involved in keeping financial resources and the mission in balance.

JODY BLAZEK (Houston, TX) is a partner in Blazek & Vetterling, LLP, a Houston-based CPA firm providing tax compliance and auditing services to tax-exempt organizations and tax consulting services to other accountants and lawyers who serve nonprofits. The author worked with the 1023 Revision Task Force, is currently on the 990 Revision Task Force, and is past chair of the AICPA Exempt Organization Resource Panel. Jody serves on the Transparency and Financial Accountability Work Group of the Panel on the Nonprofit Sector of Independent Sector. She is a member of the Exempt Organization Tax Review and the AICPA Tax Adviser advisory boards. She is founding director of the Texas Lawyers and Accountants for the Arts and the Houston Artists Fund. Her focus on tax-exempts began in 1969 when, at KPMG, she advised private foundation clients about the significant changes in the tax rules. She gained nonprofit industry experience as the treasurer of the Menil Interests before returning to public practice in 1980 to form the firm she now serves.

An essential guide to understanding the basics of nonprofit financial planning, written by a well-known and respected name in the field Nonprofit Financial Planning Made Easy provides proven and practical techniques to improve your nonprofit's financial planning. Drawing upon her extensive experience in the financial management of nonprofits, author and nonprofit financial expert Jody Blazek: Discusses how to structure your organization for fiscal strength Arms readers with easy-to-use procedures that make financial management a more streamlined and effective process Describes reliable methods for maximizing resources Provides worksheets, forms, and checklists to enable nonprofits to manage their organization's precious financial resources Enables nonprofit professionals to evaluate financial reporting systems, GAAP and FASK, internal controls and the auditing process Covers major functional issues in financial planning including roles and responsibilities, budgeting, asset management, and financial analysis Nonprofit Financial Planning Made Easy is a must-read for directors, managers, trustees, accountants, lawyers, and anyone involved in the financial livelihood of a nonprofit organization. Written in the light of increased scrutiny and accountability of nonprofits, this indispensable book coaches readers in the essentials of financial planning and supplies easy-to-use tools, concepts, and techniques for the financial management of nonprofits of every size and type.

An essential primer of the basics of nonprofit financial planning This Second Edition of Nonprofit Financial Planning Made Easy presents easy-to-implement strategies to make financial management a more streamlined, effective process in nonprofits of all types and sizes. Addressing five key areas of financial planning, it provides practical forms and checklists to aid nonprofit managers in managing their organizations' financial resources. Filled with numerous checklists, worksheets, and forms to guide nonprofit professionals step-by-step through the financial planning processes, this straightforward book avoids technical financial language and trendy business terms in favor of simple, down-to-earth advice filled with examples of proven financial planning strategies based on the author's firsthand experience advising nonprofits. Jody Blazek (Houston, TX) is a partner in Blazek & Vetterling, LLP, a Houston-based CPA firm providing tax-compliance and auditing services to tax-exempt organizations as well as tax consulting services to other accountants and lawyers who serve nonprofits. She worked with the 1023 Revision Task Force, is currently on the 990 Revision Task Force, and is past chair of the AICPA Exempt Organization Resource Panel.

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