Trust Me: I’ve Worked with Hundreds of Nonprofit Finance Teams with Kelsey Vatsaas

Dolph and Kelsey Vatsaas, principal at CliftonLarsonAllen, discuss ways to streamline operations within the nonprofit finance department to improve efficiency, accuracy, and audit results. A good place to start? Step back and ask, “Do we actually use this information?” Learn what to track and what to let go.    

 

Links:

 

Kelsey’s Firm CliftonLarsonAllen: www.claconnect.com

Read Kelsey’s Blog: Signs of Finance Department Dysfunction and What to Do About It

Freemium: Contact Kelsey for a Free 30-minute Consultation

 

*****Timestamped Highlights*****

 

(5:08) A record breaker: The client with a whopping 1,800 ledger accounts

(9:48) Getting federal grants can be a good time for reflection

(12:28) Don’t be scared to ask for help

(14:35) A Gamechanger: Negotiate the Indirect Cost Rate  

(20:35) Show some flexibility with your audit timeline

(22:32) Approaching your auditor when things don’t make sense

(25:15) The management letter: a useful and under-utilized tool

(30:25) Kelsey’s Wedding: a dysfunctional function? Nah.