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The Financial Services of a Dallas CPA Firm

The Startup Magazine

Becoming a Certified Public Accountant (CPA) elevates a person’s standing among business contacts and peers in the accounting industry and clients and regulatory authorities. A CPA must have completed a certain amount of required coursework, pass a challenging exam consisting of four parts, and agree to abide by a code of ethics.

CPA 111
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Onboarding Volunteer Board Directors: A Fresh Approach

Board Effect

In response to the pandemic, boards and governing bodies of nonprofits and mission-driven organizations were forced to rapidly reimagine how they conduct governance and oversight to continue essential operations. Going online was the only way to continue doing business.

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How to Form a Corporation

Up and Running

Consider finding and working with a CPA and a lawyer. This option takes greatest advantage of your knowledge of your state and its laws, the helpful local people you know, and the ability to physically visit government offices if needed. Complete the bylaws and send them in advance to all board members.

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Seven Steps to Better Board Recruitment

Board Effect

Without representation from the field, nonprofit management or even nonprofit accounting, the board’s composition does not match its full range of needs, and involvement in fundraising, strategic planning and other governance functions falters. So how to ensure board recruitment actually aligns with organizations’ needs?

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Why Employer-Sponsored Health Insurance Is A Thing Of The Past And What You Should Do About It

YoungUpstarts

Basically, employees purchase their own individual policies on the open market (a purchase frequently offset by government subsidies), and employers reimburse them. Additionally, the rules and regulations governing defined contribution solutions can be complicated — especially now, with new health reform regulations.

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Joining A Startup As CFO Is A Good Path To The Top

Startup Professionals Musings

" Here are some key attributes of CFOs who fit the dream team definition, based on an old article by Mark Macleod from StartupCFO: “It’s all in the details” - A professional accounting designation (CA, CPA) is the foundation. So, choose a CFO who is very comfortable with legal documents, as well as finance.

NDA 248
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10 Things the Bank Will Ask When You Need a Business Loan

Up and Running

One exception to the rule is that the federal Small Business Administration (SBA) has programs that guarantee some portion of startup costs for new businesses so banks can lend them money with the government, reducing the banks’ risk. There are exceptions, but the vast majority of commercial loan applications require a business plan document.