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Home > Nonprofit Resources > Business - Financial

Business - Financial Resources

Bartlett, Pringle & Wolf, LLP

Bartlet, Pringle & Wolfe. LLP

With our full suite of services, distinguished expertise and genuine hospitality, you will receive unparalleled value in your experience with Bartlett, Pringle & Wolf, LLP.

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Radiant Organizing

Radiant Organizing

Sara works with professionals, entrepreneurs, work teams, small businesses, and entire organizations to regain control and find better balance.

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The Forster Group at Morgan Stanley

The Forster Group at Morgan Stanley

Comprehensive wealth planning strategies for your life and legacy

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The Charity CFO

The Charity CFO

Financial thought leadership, accounting, and fiscal management unique to nonprofits.

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Annuity.org

Provides carefully researched, timely information about annuities, and structured settlements

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Guide to Financial Literacy for Your Kids

Read this blog to discover a great system for teaching your kids financial literacy

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Free Timesheet Templates Collection

The collection is a free resource that nonprofits can utilize to track hours and payroll of their employees, as well as the hours and relevant identifying information about volunteers.

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Community Tax Forms Library

We offer our tax form library as an additional resource. This library goes into detail about how/when to use different tax forms in an easily digestible way. I really believe this would add value for many people.

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Estate Planning

This guide takes you completely through the basics of planning an estate, guiding you through all of the laws and tax laws, wills and living wills, trusts, probate, estate administration, as well providing estate planning help.

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Fraud Hotline

Fraud Hotline

Fraud Hotline, LLC is anonymous and confidential hotline that serves as a best practice by enhancing existing whistleblower policies while discouraging unwanted behaviour.

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McGowan, Guntermann

McGowan, Guntermann

Our full-service firm offers services above and beyond traditional CPA firms. At McGowan Guntermann, our focus is on quality, value-added service, and we adhere to specified performance standards.

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Montecito Bank & Trust

Montecito Bank & Trust

Montecito Bank & Trust is dedicated to making the communities we serve better places to live and work.

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Balance Financial Accounting

Balance Financial Accounting

Balance Financial Management is a full service back-office consulting company that provides accounting and financial services to businesses, not-for-profit organizations and foundations on an as-needed basis.

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Walpole & Co

Walpole & Co

Walpole & Co is a full service accounting firm specializing in Income Tax, Business Accounting, Estates & Trusts, Financial and Estate planning throughout California and the Central Coast.

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Unemployment Services Trust

Unemployment Services Trust

The Unemployment Services Trust (UST) was created by nonprofits to help other nonprofits save money on their unemployment costs through a combination of lower rates and expert claims administration.

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Nonprofit Kinect
Nonprofit Kinect creates high-performing nonprofits by optimizing leadership and sustainability through enhanced board leadership, strategic fundraising, and solid capacity building.
805-689-2137

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