Customer Reviews

Model Accounting and Financial Policies & Procedures Handbook for Not-For-Profit Organizations (Asae Financial Management Series)

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As a partner with a CPA firm in Annapolis, MD, our firm has several not-for-profit clients. One of their most serious deficiences is the lack of formal, board-approved accounting and financial policies and procedures.

Our experience has been that formal policies, in addition to eliminating misunderstandings between the CEO, the CFO and the board is that they are invaluable in the event of an IRS audit.

When advising our clients of the importance of these policies, we found that compiling policies from scratch was a very time-consuming process.

We found the answer - McMillan's "Model Accounting & Financial Policies and Procedures Handbook". This book addresses every conceivable policy from Access to Records by Members to the Year-End Manual and everything in between! Additionally, the CD Rom that is included with the book results in completing an otherwise onerous task with a minimum of effort.

We use it at our firm and we highly recommend it to our clients!

Feel free to call me with any questions:

Andrew Lombardo, CPA Sturn, Wagner, Sacclaris & Lombardo, CPAs 1 Annapolis St., 2nd floor Annapolis, MD 21401 (410) 263-4120

This book is extremely hard to find, even through used-books web sites. I suggest calling the publisher (ASAE) directly at (202) 626-2723.