Insight Financial Group

Nonprofit Board Members: Financial Oversight Is a Team Sport With federal funding shifts forcing nonprofits to scale back or cut programs, financial oversight is more critical than ever. Board members can’t sit back and leave cash flow strategy solely to the CEO—this is a team effort. A strong board actively engages in financial oversight by: ? Reviewing financial reports regularly ? Asking the right questions about sustainability ? Supporting diverse revenue strategies ? Ensuring financial decisions align with the mission Nonprofit success isn’t just about passion—it’s about financial stewardship. Is your board prepared to step up? #NonprofitLeadership #BoardResponsibility #FinancialOversight Keeping Accounting Simple Book Insight Accounting Power Session: https://lnkd.in/ePHVMDY Download our playbooks to streamline your financial processes to grow cash: Small Business Playbook: https://lnkd.in/gj_PjsxW Nonprofit Grant Management: https://lnkd.in/gpVGuyZj

?? Nonprofits: Are You Watching Your Cash the Right Way? ?? One of the biggest financial pitfalls for nonprofits is co-mingling restricted and unrestricted cash. Just because you see money in the bank doesn’t mean it’s available to cover expenses! ? Know the Difference: Restricted funds are tied to specific programs, while unrestricted cash keeps your operations running—like payroll, rent, and admin costs. ? Understand Grant Timing: Many grants are reimbursable, meaning you have to spend first and wait for repayment. If you don’t have enough cash on hand, this delay can put your programs at risk. ? Plan for Sustainability: Regularly track cash flow, separate funds properly, and build a reserve to keep your mission strong—even when funding is unpredictable. Your impact depends on having the right cash at the right time. Are you managing yours strategically? ???? #NonprofitFinance #CashFlowMatters #SustainableNonprofits Keeping Accounting Simple Book Insight Accounting Power Session: https://lnkd.in/ePHVMDY Download our playbooks to streamline your financial processes to grow cash: Small Business Playbook: https://lnkd.in/gj_PjsxW Nonprofit Grant Management: https://lnkd.in/gpVGuyZj

?? Nonprofits: Do You Know Your True Cash Position? ?? With government changes impacting federal funding, many nonprofits are scrambling to figure out how to sustain their programs. This is why understanding your cash position is more critical than ever. ?? Grant Revenue ≠ Cash in the Bank – Just because you’ve been awarded a grant doesn’t mean you have the cash on hand to pay expenses. Grant funds are often reimbursable, restricted, or delayed. ?? Cash Flow Determines Stability – Knowing exactly how much unrestricted, available cash you have allows you to make informed decisions, avoid payroll crises, and keep your mission moving forward. ?? Plan Ahead – Review cash flow projections, diversify funding sources, and establish reserves to prepare for funding shifts. Your nonprofit’s impact depends on more than grant approvals—it depends on cash in the bank. Do you know where you stand? ???? #NonprofitFinance #CashFlow #SustainableImpact Keeping Accounting Simple Book Insight Accounting Power Session: https://lnkd.in/ePHVMDY Download our playbooks to streamline your financial processes to grow cash: Small Business Playbook: https://lnkd.in/gj_PjsxW Nonprofit Grant Management: https://lnkd.in/gpVGuyZj

Helping Businesses Move Forward ?? When my esthetician mentioned she wanted more clients, I suggested setting up her Google Business page. She took action, and her next client found her—through Google! ?? This is why I go beyond financial tips. Sales, operations, and marketing all drive cash flow, and I help business owners strengthen these areas to keep their businesses growing. Understanding the full picture is key to long-term success! Need guidance to move your business forward? Let’s talk. #BusinessGrowth #CashFlowStrategy #SmallBusinessSuccess #OperationsMatter Keeping Accounting Simple Book Insight Accounting Power Session: https://buff.ly/3rZCTYt Download our playbooks to streamline your financial processes to grow cash: Small Business Playbook: https://buff.ly/49DbZew Nonprofit Grant Management: https://buff.ly/48yUxqi

Are is your business or nonprofit bank or credit card accounts reconciled? Are you skipping this critical step? If you’re not reconciling your accounts, you’re working with incomplete or inaccurate numbers—and that can cost you! ?? ? What is reconciliation? It’s the process of matching your bank and credit card statements to your accounting records to ensure everything is accurate. ?? Why it matters: ?? Catches missing or duplicate transactions ?? Identifies bank errors or fraud early ?? Ensures your cash balance is actually correct ?? Helps you make informed financial decisions Before the month ends, take time to reconcile! Your future self (and your bank account) will thank you. ?? Tag a business or nonprofit leader who needs this reminder! #MonthEnd #BusinessFinance #NonprofitFinance Keeping Accounting Simple Book Insight Accounting Power Session: https://lnkd.in/ePHVMDY Download our playbooks to streamline your financial processes to grow cash: Small Business Playbook: https://lnkd.in/gj_PjsxW Nonprofit Grant Management: https://lnkd.in/gpVGuyZj

?? Month-end tip for businesses and nonprofits: If you don’t know your cash position, you’re flying blind! ?? ?? Here’s what to do before the month ends: 1?? Run your profit & loss report to see how you performed. 2?? Double-check overdue invoices—follow up on payments! ?? 3?? Set your priorities for next month: Where will you invest? ?? Month-end is your chance to assess and adjust for growth! ?? Tag a business or nonprofit leader who needs this reminder! Keeping Accounting Simple Book Insight Accounting Power Session: https://lnkd.in/ePHVMDY Download our playbooks to streamline your financial processes to grow cash: Small Business Playbook: https://lnkd.in/gj_PjsxW Nonprofit Grant Management: https://lnkd.in/g8QPp26F

Building Financial Literacy, One Student at a Time One of my ACC201: Principles of Accounting students recently shared how relieved she felt after finally understanding the accounting cycle—something that once seemed overwhelming. Moments like these remind me why I love teaching. My goal is not just to teach accounting but to build financial literacy and strengthen the accounting pipeline by ensuring students grasp key concepts that will serve them in business and beyond. Every student who gains confidence in financial principles is a step toward a stronger financial future. #AccountingEducation #FinancialLiteracy #TeachingAccounting #FutureCPAs

?? Nonprofit Board Members, showing love to the finances means showing love to the mission. Here’s how you can do that this month: ?? Revisit your budget: Are your expenses aligned with your goals? ?? Engage your donors: Share impact stories to strengthen relationships and secure future support. ?? Prepare for audits: Ensure documentation is organized for transparency. ?? A little extra effort now can make a BIG difference later. ?? What’s one financial task you plan to tackle this week? Let us know below! Keeping Accounting Simple Book Insight Accounting Power Session: https://lnkd.in/ePHVMDY Download our playbooks to streamline your financial processes to grow cash: Small Business Playbook: https://lnkd.in/gj_PjsxW Nonprofit Grant Management: https://lnkd.in/gpVGuyZj

?? Feeling the weight of your business or nonprofit? You’re not alone. ?? So many entrepreneurs and nonprofit leaders are quietly struggling to figure out what’s next. Revenue shifts, funding uncertainty, and the pressure to keep going—it’s a lot. That’s why Impact Circle is here. ? A space to vent, brainstorm, and connect ? A chance to speak freely with people who understand ? A way to reset and refocus before the next big move Join us on Zoom for a game-changing conversation. ?? February 23rd @ 8 PM ET RSVP: https://buff.ly/4h6Mq9g Tag someone who needs this, and let’s build together. ???? Would you like me to add a link for RSVPs or tweak the wording?

Show Your Finances Some Love Series ?? Cash flow is the heartbeat of your nonprofit. How healthy is yours? ?? Show it some love by: ? Reviewing donor contributions and grants—what’s consistent and what’s not? ? Timing expenses with incoming revenue to avoid cash crunches. ? Building a cash reserve for unexpected needs. ?? Pro Tip: Treat your cash flow like a relationship—constant communication and care are key! ?? What’s your biggest challenge with managing cash flow? Let’s talk about it in the comments. Keeping Accounting Simple Book Insight Accounting Power Session: https://lnkd.in/ePHVMDY Download our playbooks to streamline your financial processes to grow cash: Small Business Playbook: https://lnkd.in/gj_PjsxW Nonprofit Grant Management: https://lnkd.in/gpVGuyZj