ÜBER DIESE EPISODE
Outdated systems making things harder than they need to be? Sam and Daniel walk through the three areas every nonprofit should look at—tech, workflow, and team—to figure out what’s slowing you down and how to fix it. You’ll walk away with clear next steps on a better path forward.
What You’ll Learn:
- Tech That Works for You: Why legacy systems hold you back—and how platforms like QuickBooks Online or Sage Intacct can streamline operations.
- Smarter Workflows: Spotting bottlenecks, reducing redundancy, and switching from checks to ACH to save time and reduce risk.
- Leading Through Change: How strong leadership and cultural buy-in help teams embrace modernization instead of fear it.
- Getting Unstuck: When to bring in outside help, how to prioritize changes, and why sustainable improvements beat disruptive overhauls.
Schedule a Consultation: https://www.cfoleverage.com/contact/
Resource Center
Podcast: https://feeds.transistor.fm/maximize-your-impact-by-c-f-o-leverage
Blog: https://www.cfoleverage.com/blog/
Englisch
Vereinigte Staaten
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VERGANGENE FOLGEN SUCHEN
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WEITERE EPISODEN IN DIESEM PODCAST
Welcome to the debut episode of Maximize Your Impact a CFO Leverage Podcast, with hosts Daniel Weaver and Sam Coates. CFO Leverage is dedicated to empowering nonprofits to achieve their highest potential in making a difference. With a focus on administration and accounting expertise, we build robus…
Are financial controls a challenge for your nonprofit? In this episode, Sam and Daniel discuss how nonprofits can strengthen their financial foundation by implementing best practices and leveraging the right tools to prevent fraud, improve efficiency, and support long-term success.
What You’ll Lear…
Is your nonprofit’s financial foundation as strong as it should be? In our latest podcast episode, we explore the top mistakes nonprofits make in their accounting and bookkeeping—and how to avoid them.
Key Insights
Administrative Foundation: Learn why neglecting administration leads to staff burno…
Struggling to manage gift designations effectively? In this episode, Sam and Daniel share strategies to help nonprofits streamline processes and optimize financial management.
What You’ll Learn:- Types of Gifts: Understand unrestricted, temporarily restricted, and permanently restricted gifts.- Tra…
Are operational challenges holding back your nonprofit? In this episode, Sam and Daniel discuss how nonprofits can adopt for-profit principles to overcome obstacles and stay focused on their mission.
What You’ll Learn
Customer-First Mindset: Learn how exceptional client service, speed, and decisio…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Sam Coates and Daniel Weaver, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.
BEARBEITEN
Vielen Dank, dass Sie uns helfen, die Podcast-Datenbank auf dem neuesten Stand zu halten.