Category: Articles

The Critical Role of Supporting Documentation in Expense Management By Roberta Katz June 9, 2026 Expense management is the process used for submission, review, approval, payment and analysis of expenses. Maintaining complete, accurate, and accessible supporting documentation is essential for demonstrating compliance with applicable laws and regulations, supporting financial transactions and informed decision-making, and ensuring…

It’s Time to Update Your Nonprofit’s Accounting Policies and Procedures Manual By Roberta Katz March 3, 2026 Accounting policies and procedures are fundamental elements of a strong financial management system. Updating these policies and procedures and documenting them in an Accounting Policies and Procedures Manual is essential. Providing this manual to all relevant staff members…

Critical Steps for Effective Technology Implementation By Roberta Katz February 10, 2026 Implementing new technology offers your nonprofit’s finance department the opportunity to operate with greater efficiency and effectiveness. However, to fully realize these benefits, it is crucial to establish and adhere to a formal process before moving forward with implementation. Skipping these essential steps…