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Form 990 Schedule B: Reporting Contributors and Keeping Donor Data Ready

Form 990 Schedule B: Reporting Contributors and Keeping Donor Data Ready

Posted Oct 16 2026 by Sherman Hsieh

Form 990 Schedule B explained: the $5,000 general rule, the 2% special rule, what the public copy hides, and how to tie your donor report to Part VIII. Read More

ASU 2018-08: Contributions vs Exchange Transactions and Conditional Grants

ASU 2018-08: Contributions vs Exchange Transactions and Conditional Grants

Posted yesterday by Sherman Hsieh

ASU 2018-08 explained: commensurate value test, barrier plus right of return, refundable advance journal entries and how to track grant conditions. Read More

Grant Budget Template: How to Build a Budget Funders Will Approve

Grant Budget Template: How to Build a Budget Funders Will Approve

Posted yesterday by Sherman Hsieh

Grant budget template with personnel, fringe, travel, supplies, contractual and indirect lines, narrative tips, 2 CFR 200 rules and actuals tracking. Read More

DonorPerfect Pricing: Plans, Add-Ons and What Nonprofits Actually Pay

DonorPerfect Pricing: Plans, Add-Ons and What Nonprofits Actually Pay

Posted yesterday by Sherman Hsieh

DonorPerfect pricing explained: Core, Plus and Pro plans, record-based quotes, processing fees, add-ons and total cost vs Bloomerang, LGL and Neon CRM. Read More

Warehouse Slotting Software: When You Need It and What It Does

Warehouse Slotting Software: When You Need It and What It Does

Posted Oct 09 2026 by Sherman Hsieh

Warehouse slotting software for US DC managers: velocity, cube and weight rules, golden zone, re-slot cadence, sourced gains and vendors compared. Read More

Family Office Accounting Software: Multi-Entity Books, Partnerships and Investment Reporting

Family Office Accounting Software: Multi-Entity Books, Partnerships and Investment Reporting

Posted Oct 13 2026 by Sherman Hsieh

Family office accounting software compared: Sage Intacct, Eton AtlasFive, FundCount, Addepar, Asora and Masttro on entities, capital accounts and cost. Read More

The Easiest ERP Systems to Implement in Australia, and the Most Scalable (2026)

The Easiest ERP Systems to Implement in Australia, and the Most Scalable (2026)

Posted Oct 06 2026 by Sherman Hsieh

Which ERP systems are easiest to implement in Australia, and which scale furthest? Published timelines, fixed-fee packages and limits compared. Read More

Best ERP for Australian Manufacturers (2026): An Independent Buyer’s Guide

Best ERP for Australian Manufacturers (2026): An Independent Buyer’s Guide

Posted Oct 06 2026 by Sherman Hsieh

Epicor, NetSuite, MYOB Acumatica, Pronto Xi, Business Central, SAP Business One and Odoo compared for Australian manufacturers on MRP, payroll and cost. Read More

Form 990 Schedule L: Reporting Transactions With Interested Persons

Form 990 Schedule L: Reporting Transactions With Interested Persons

Posted Oct 16 2026 by Sherman Hsieh

Form 990 Schedule L explained: the four parts, Part IV dollar thresholds, who counts as an interested person, and how to flag related vendors in AP. Read More

Best ERP for Ecommerce and Retail Businesses in Australia (2026)

Best ERP for Ecommerce and Retail Businesses in Australia (2026)

Posted Oct 06 2026 by Sherman Hsieh

Compare ERP for Australian ecommerce and retail: Shopify, Amazon AU, POS, Afterpay and pricing for Business Central, MYOB Acumatica and NetSuite. Read More