- Documenting Board Approval for Payroll Contracts
- Travel Reimbursements – Tips for Uncommon Scenarios
- Why Segregation of Duties Matters in an IT Environment
- Don’t Hold Your Breath: Why Water and Wastewater Rates in Arizona Aren’t Falling Anytime Soon
- Do Your Due Diligence!
- What Happens When Cash Isn’t Reconciled
- Adjacent Ways Projects: Capitalize or Expense?
- Excel Made Easy – VLOOKUP and XLOOKUP
- Physical Inventory Considerations
- I Submitted a December Budget Revision, Now What?
Author Archives: Diane Bradley
What is Data Analytics?
Data Analytics is a term that gets thrown around a lot these days. Why is that? What value does it really provide? How can it be used by auditors? Analytics has been used for many years. Before computers even existed, … read more
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Tagged audit, data analytics, government, nonprofit, testwork
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Arizona School District Travel Reimbursement Changes and Tips to Avoid Common Travel Reimbursement Noncompliance
Increased Mileage Rate The State of Arizona Accounting Manual was recently updated to allow for personal vehicle mileage to be reimbursed at 62.5 cents per mile, an increase from 44.5 cents per mile effective as of January 9, 2023! This … read more
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Tagged Arizona, Eugene Park, internal controls, mileage, school district, travel expenses, USFR
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Tackling Long Range Budget Planning in the School District Environment
As we turn the calendar to January 2023, budget planning for fiscal year 2024 moves up on the priority “To Do” list. Aggregate Expenditure Limitation (AEL) challenges are glaring at Arizona school districts, which can make budget planning for the … read more
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Tagged accounting, Arizona, budgeting, Karin Smith, school district
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Do I Need To Do a December Budget Revision?
You may be sitting in your office thinking, “Now what…do I really get a break?” You just submitted the many required reports to meet the October 15th deadline but are unsure of where to go from here. Now that you … read more
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Tagged 2023, accounting, Alex Cooksey, Arizona, budget, consulting, revision, school district
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Federal Procurement Thresholds: Should an Entity Implement a Lower Threshold?
Federal procurement policies require a maximum threshold of $250,000 of expenditures paid to a vendor for a sealed bid or proposal to be necessary (this is not applicable for Arizona school districts as they are required to follow more stringent … read more
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Tagged bids, federal compliance, government, internal controls, municipality, non-profit, policies, procurement, proposals
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Procrastinating on Prioritization?
In today’s world, we are constantly “connected”, and new information is available 24/7. Technology is advancing exponentially fast, and it can be difficult to keep up. With such rapid change, the skill of prioritization is more important than ever. Effective … read more
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Tagged CPA firm, government, NPO, procrastination, productivity, Robyn Krise, soft skills, time management, work life balance
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Form 990 Basics – An Overview of the Required Information
As the Form 990 is required to be available for public inspection, it may be the public’s main source of information that is used to make determinations about your organization. Therefore, it is important that the information presented is kept … read more
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Tagged Arizona, Ashley Avena, financial statements, Form 990, nonprofit, NPO, public disclosure, tax return
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