Counting on Calibre

In Part 2 of this two-part series, Calibre CPA Group partners Glenn Eyrich and Art Budich discuss practical strategies to help not-for-profit organizations prevent fraud, strengthen internal controls, and reduce financial risk. They share insights on how organizations of all sizes can implement effective safeguards, even with limited staff and challenges around segregation of duties. Got a question? Contact us!For more Counting On Calibre, click here!

Fraud can hit not-for-profits hard, affecting more than just the bottom line. In Part 1 of this two-part series, Calibre CPA Group partners Glenn Eyrich and Art Budich break down common types of fraud, where organizations may be most vulnerable, and the financial and reputational risks that can follow.Got a question? Contact us!For more Counting On Calibre, click here!

Partner Glenn Eyrich and Director of IT Brian Isenstein continue their conversation on cybersecurity for employee benefit plans with a closer look at the technical side. They discuss access controls, multifactor authentication, encryption, business continuity and incident response planning, and the role cyber insurance can play in protecting a plan.Got a question? Contact us!For more Counting On Calibre, click here!

Calibre Partners Glenn Eyrich and Liz Saleeby break down the Department of Labor's new LM-2 Final Rule and what it means for labor organizations. They discuss updated filing thresholds, reporting changes, the new LM-2 long form, and practical steps unions can take to prepare for the new requirements.Got a question? Contact us!For more Counting On Calibre, click here!

Partner Glenn Eyrich and Director of IT Brian Isenstein discuss the Department of Labor's (DOL) cybersecurity guidance and its implications for employee benefit plans. They cover written cybersecurity programs, annual risk assessments, third-party vendors, employee training, and the need for ongoing cybersecurity attention—not a one-time effort.Got a question? Contact us!For more Counting On Calibre, click here!

Partner Mary Margaret Prange joins Director Felicia Smith to talk about accurate employer reporting and what plans can do before problems show up in a payroll audit. They discuss collection policies, employer training, audit timing, and common reporting issues that can lead to findings later on. Got a question? Contact us!For more Counting On Calibre, click here!

If you’ve ever wondered why your audited financial statements don’t line up exactly with your Form 990, you’re not alone. In this episode, Calibre Partner Lila Leno and Tax Director Erin Cranmer break down how functional expenses are reported under GAAP versus tax rules—and why differences can happen, even when the underlying data is the same, with a closer look at what’s driving those differences behind the scenes.They also share what auditors look for, where organizations tend to run into trouble, and how to approach allocations in a way that holds up under both audit and public scrutiny.Got a question? Contact us!For more Counting On Calibre, click here!

Felicia Smith and Mary Margaret Prange discuss why payroll compliance audits are a must perform process for a multi-employer benefit plan. They walk through why and how auditors rely on them to evaluate completeness of employer contributions during financial statement audits of multi-employer benefit plans, how the audit periods can vary, and why the results are essential as part of the overall financial statement audit process.Got a question? Contact us!For more Counting On Calibre, click here!

Calibre Partner Mary Margaret Prange and Director Felicia Smith have a practical conversation about how employer payroll audits work for multi-employer benefit plans. They walk through what they look at, how often audits happen, and some of the most common mistakes they find.Got a question? Contact us!For more Counting On Calibre, click here!

Jeff, Ethan, and Evan discuss what you need to know when you live in one state but earn income in others, including composite filings, PTE taxes, and how to avoid filing in multiple states. Got a question? Contact us!For more Counting On Calibre, click here!