Author Archive for: courtneykettleson

Entries by Courtney Kettleson

Three Financial Checkpoints for Nonprofits Before Year-End

There is a point in almost every nonprofit’s calendar when the year seems to accelerate. Summer programs are still wrapping up. Fall events are approaching. Budget conversations are beginning. GivingTuesday and year-end fundraising are no longer distant ideas on a planning calendar. Then someone asks a seemingly simple question: Are the books current? The answer […]

What Nonprofit Boards Should Expect From Monthly Financial Reporting

A nonprofit board does not need every accounting detail every month. It needs the financial story clearly enough to understand where the organization stands, what needs attention and whether leadership has the information required to make good decisions. That distinction matters. Many nonprofit financial packets miss the mark in one of two ways. Some are […]

When Does a Small Business Need Controller Services?

For many small businesses, financial management evolves in stages. At first, the focus is simple: keeping the books organized managing cash paying bills invoicing customers preparing for taxes That structure may work well for years. Then the business grows. Revenue increases. Hiring accelerates. Operations become more complex. Leadership starts making larger financial decisions more frequently. […]