GRF CPAs & Advisors

Time for year-end tax planning! Tax Principal Mark Sakats explains strategies small businesses might use to defer income and accelerate deductions for the 2026 tax year. Just one installment in our video series. hubs.la/Q04Dhcm30 hubs.la/Q04Dh4zP0 #TaxPlanning

Nonprofit finance is changing, and the right guidance matters. Meet the GRF team sharing their tax, audit and risk expertise at the GWSCPA 2026 Nonprofit Symposium. hubs.la/Q04Dh4zk0 #GWSCPA #NonprofitFinance

A stronger fraud defense does not require a bigger budget. Reporting channels, training, independent review and basic data monitoring can help nonprofits and small businesses detect fraud sooner. Explore the practical steps. #FraudRisk hubs.la/Q04CW3xh0

Good governance requires more than a sound decision. GRF's Lisa W. Heller, CPA and Tricia Katebini, CPA, MBA share how private foundation boards can strengthen due diligence and oversight. hubs.la/Q04D2bVF0 #PrivateFoundations #Governance

Outreach needed more than a replacement for its 25-tab budget workbook. David Knutsen of Outreach and GRF’s Heather Broberg share how Sage Intacct is helping improve budgeting, wage allocations, cash visibility and reporting. hubs.la/Q04CW3q60 #Nonprofits #SageIntacct

The QBI deduction may allow eligible pass-through business owners to deduct up to 20% of qualified business income. Tax Principal Mark Sakats explains year-end strategies that may help optimize the benefit. hubs.la/Q04CW2Zd0 #TaxPlanning #QBI

When finance processes can’t keep pace with growth, the right technology and guidance matter. See how David Knutsen of Outreach partnered with GRF’s Heather Broberg to build a more scalable finance system with Sage Intacct. hubs.la/Q04CPxxT0

Putting professional experience to work for the next generation. Tom Myers, Alejandra Jensen and Samantha Suissa recently represented GRF as judges for Ascend at UMD’s case competition, part of our ongoing GRF Gives partnership. #GRFGives

On Nov 12, GRF's ATS team will help nonprofit finance leaders identify the Q4 updates worth evaluating now. They'll cover key features, live demonstrations, implementation and licensing considerations, and recommended adoption priorities. hubs.la/Q04Cws-D0

Great ideas often start with the right conversation. Join GRF’s Heather Broberg and Jenny Ly Bertoia and Maddie Hills of Tipalti in NYC for an evening of fresh perspectives, meaningful connections and practical finance tech insights. hubs.la/Q04CwmPQ0

Tune in as GRF Principal, Mark Tessar joins LumiQ to share his perspective on what the next generation wants from a career in public accounting, including flexibility, career growth and the evolving role of AI. hubs.la/Q04Ctw430

Meet the GRF team sharing their tax, audit and risk expertise at the GWSCPA 2026 Nonprofit Symposium. From Nov 3 through Dec 1 in Washington, DC, and hear practical perspectives designed for today's nonprofit finance leaders. hubs.la/Q04Ch3ny0 #GWSCPA #NonprofitFinance

October is Cybersecurity Awareness Month! Is your organization secure? A first step could be a cyber risk assessment to identify and catalog your assets and top risks. Join us for more insights at our Cyber Symposium in December! hubs.la/Q04C30g40

Join GRF for a nonprofit-focused review of Sage Intacct's Q4 release. See important features in action and learn how to think about implementation, licensing and where new capabilities may fit into your finance technology roadmap. Register: hubs.la/Q04C2_5S0

Tips uncover 43% of fraud cases, making employees an important line of defense. Reporting channels and fraud awareness training can help organizations identify problems sooner and reduce potential losses. Learn more. hubs.la/Q04B80jF0 #FraudPrevention

Is your internal audit plan keeping pace with cyber risk? Join Melissa Musser and Darren Hulem at the IIA DC Annual Top Risks Summit for a practical look at emerging risks, priority controls and effective oversight. #Cybersecurity hubs.ly/Q04BLTNr0

Before investing in a new ERP or automation project, a second opinion can help. Drop in to consult with Heather Broberg on Oct. 21 to discuss your nonprofit’s technology challenges at ASAE’s free Virtual Open House. Learn More hubs.la/Q04B1Krd0

Could your nonprofit’s revenue trigger UBIT? Join GRF’s Richard J. Locastro at the MICPA Nonprofit Conference to examine common sources of unrelated business income and compliance pitfalls. #NonprofitTax hubs.la/Q04B9gNK0

Legal guidance can help contractors make more informed business decisions. At GRF’s 2026 GovCon Summit, Jeremy Scholtes and Joelle Sedlacek will discuss how contractors can make legal counsel a more strategic part of their business. #GovCon hubs.la/Q04B84MG0

Growth and compliance both require investment. At GRF’s 2026 GovCon Summit, Jennifer Arce and Justin Silvers will explore capital, credit lines, and financing strategies to support CMMC requirements, infrastructure, and growth. #GovCon hubs.la/Q04B82nL0