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Looking Forward. Giving Back.
Elena Pullen-Venema
19 episodes
1 week ago
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
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All content for Looking Forward. Giving Back. is the property of Elena Pullen-Venema and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
Show more...
Non-Profit
Business
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Episode 19: The Ins and Outs of a Nonprofit Audit and Two of the Coolest CPAs in SnoCo. A Conversation with Madchen Petrie of the Pacific Science Center and Keaton Werson of Wersen Nonprofit CPAs.
Looking Forward. Giving Back.
34 minutes 54 seconds
3 years ago
Episode 19: The Ins and Outs of a Nonprofit Audit and Two of the Coolest CPAs in SnoCo. A Conversation with Madchen Petrie of the Pacific Science Center and Keaton Werson of Wersen Nonprofit CPAs.

When and why do nonprofit organizations need an audit? Why should nonprofits NOT ALWAYS go with the cheapest auditor. And how cool is it that one of my two favorite CPAs is a farmer, and the other is an Improv mastermind? Join us in this episode of "Looking Forward. Giving Back." as we dive deep into the nonprofit audit with perspectives from both the auditor and auditee. Get advice on how best a nonprofit can prepare for an audit, what the right audit "fit" might be for your organization, and the importance of making sure your staff gets along with the auditing team! 

Looking Forward. Giving Back.
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.