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Boards and leadership teams of nonprofits don't need more reports showing revenue totals. They need a way to measure how resilient their funding truly is. Financial resilience is the ability of a nonprofit to continue operating without disruption.

In the most recent Family Enterprise USA (FEUSA) Annual Family-Owned Business Survey, they found 74% of family business leaders “have not” met their Congress member. They also saw a shift among family business owners to concerns over healthcare and wealth taxes from the economy last year.

Artificial intelligence (AI) can now handle structured, rules-based work. Anthropic’s research shows that a large share of finance tasks falls within current AI capability, particularly when automating vendor spend reconciliations.

With continued pressure on talent pipelines, firm differentiation and measurable growth, marketing budgets must align closely with business priorities. The most effective firms treat marketing spend as a strategic lever.

It’s important to recognize that accountants and CPAs may be held responsible for losses related to their services. As CPA firms continue to experience ongoing growth, they are also facing increased risk.