How-To Guide

7 Questions to Ask Before Choosing a Managed Finance Solution

By Robbert Visscher / 08/27/2026 /

Need more than basic bookkeeping but unsure what finance support should come next? These seven questions can help you evaluate the capabilities, accountability, decision support and fit behind a managed finance solution.

Before the First Grant Expense: Why Finance Should Be Involved Earlier

By Robbert Visscher / 07/01/2026 /

Grant reporting problems often begin before the first report is due. In nonprofits, social enterprises, and early-stage companies, they often start when teams bring finance into the grant process too late — after they have written the budget, secured the funding, and started spending. A simple grant-to-GL map can connect the funder’s budget to the accounting system, making reporting, audit support, and leadership oversight much easier.