Strategies to optimize your finances

A practical MOFU checklist to integrate accounting after an acquisition—align policies, consolidate charts, migrate systems, and maintain compliance.

Learn to reconcile multi-channel sales and payouts, capture marketplace fees, manage inventory across platforms, and stay compliant with sales tax.

Learn the financial steps for a smooth family business transition—valuation, record organization, tax planning, and how accountants/CFOs help.

Understand fund accounting, donor restrictions, Form 990, and governance best practices for nonprofit financial management.

Fund accounting, donor restrictions, Form 990, and governance practices that keep nonprofit finances transparent and audit‑ready.

Handle Amazon, Shopify and marketplace accounting—reconcile payouts and fees, manage inventory across channels, and stay sales tax compliant.