Zack Meyer Joins The Charity CFO as Director of Quality Assurance

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Today we’re very proud to announce that Zack Meyer is joining our team in the newly-created role of Director of Quality Assurance.

Zack joins us after two decades as a not-for-profit accountant in both public accounting and the nonprofit industry. In this new role, he will serve as one of our in-house experts on existing and emerging nonprofit accounting standards and auditing best practices.

His primary role will be to lead the organization’s quality control and training programs. In doing so, Zack will help ensure that our clients’ financials are prepared in accordance with general accepted accounting principles (GAAP) and their 990s meet IRS guidelines.

In an ever-evolving world of accounting and tax regulations, Zack will be the primary resource to the Charity CFO team and lead company-wide accounting training and technical updates.

Zack is a CPA and graduate of one of the nation’s top 3 accounting programs at the University of Illinois. And he began his career in public accounting focusing on audits of local and national nonprofit and governmental organizations.

In 2015, Zack moved across the desk and joined the finance team of a $100 million national not-for-profit organization based in Missouri. During his time there, he led the organization’s migration from a 15-year old legacy accounting system to a cloud-based solution, changed its basis of accounting, and implemented their first cloud and app-based expense reporting and time entry systems.

Zack has served as a volunteer and advisor to numerous local nonprofits. He looks forward to continuing to work with nonprofits both in St. Louis and nationwide.

Please join us in welcoming Zack Meyer to The Charity CFO!

Sara Welch Promoted to Staff Accountant at The Charity CFO

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We’re proud to announce that Sara Welch has been promoted to the role of Staff Accountant at The Charity CFO.

Sara joined our team as an Accounting Assistant, coming from a background in both healthcare and higher education. She showed an immediate aptitude and passion for accounting, making herself an invaluable part of our client service team.

Sara first explored her passion for helping others by attending Occupational Therapy Assisting school after completing a Bachelor’s of Science in Exercise Science at Southern Illinois University – Edwardsville.

And while helping others was always the main goal, neither healthcare nor higher education seemed an appropriate fit. A chance meeting with The Charity CFO Founder and CEO Tosha Anderson opened Sara’s eyes to the world of nonprofit accounting. 

She has excelled at her role and is eager to continue growing within the company.

In her free time, Sara enjoys camping, hiking, and all things outdoors. She also enjoys painting, traveling to new places, and hosting game nights for friends.

Please join us in congratulating Sara on her promotion! There are many ways to help others, and we’re so glad that Sara has chosen to help us support our clients and the valuable work they do in their communities.

Isabel Sippo Joins The Charity CFO as Onboarding Specialist

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We’re very happy to announce that Isabel Sippo has joined our growing team in the role of Onboarding Specialist.

Isabel’s philanthropic passion started at St. Louis University where received a Service Leadership certificate after completing workshops, classes, and over 300 hours of community service.

She gave volunteer accounting assistance to the YWCA and instructed exercise classes to retired priests at Jesuit Hall, all while earning Business Administration degrees in Accounting and International Business!

Isabel then went on to receive her Master’s in Business Administration from Fontbonne University.

After over a decade of accounting experience, including over 4 years of auditing non-profits, school districts, and healthcare facilities, and 5+ years working as the Finance Director of a large non-profit, she is happily transitioning to The Charity CFO as an Onboarding Specialist.

Her experience, experience, knowledge, and appreciation of the nonprofit sector will bring so much value to our clients. Especially since the onboarding process is so critical to their success.

Isabel will work exclusively with our newest clients to both catch up on backlogged bookkeeping needs and clean up any existing accounting issues. At the same time, she’ll help our nonprofit clients implement best practices and processes that optimize their back-office, save them countless hours, and give them the clarity they need to move their mission forward.

In her free time, Isabel values her family time, donates enthusiastically to American Red Cross: Heroes for Babies, volunteers at local charities during the holidays, and finds creative ways to use her hobbies to fundraise for charities dear to heart.

Please join us in welcoming Isabel to our team. Our new clients can rest assured that they’ve got the perfect partner to help them modernize and optimize their accounting department!

Triná Owens Joins The Charity CFO Management Team

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We’re proud to announce that Triná Owens has joined The Charity CFO in the role of Accounting Manager!

Triná joins our team after serving in senior finance positions at two different local St. Louis nonprofits. Her knowledge of the nonprofit industry and her first-hand experience navigating the challenges of nonprofit accounting will make her an invaluable asset for our clients.

Triná holds a Master’s Degree in Business Administration and a BA in Accounting from Harris-Stowe State University. She decided early in her career to only serve nonprofits with her skills in accounting and finance, and she honed her talents working for several nonprofits in the St. Louis area.

She is dedicated to furthering her professional growth to better serve the nonprofit community, most recently graduating with the Spring 2020 Emerging Leaders cohort with Focus St. Louis.

When she isn’t working with our nonprofit clients, Triná serves in several volunteer roles, including:

  • Board Treasurer for Black Girls Do STEM
  • Incoming Board Treasurer at Deaconess Nurse Ministry
  • Acting in a financial and outreach capacity within her church,
  • And helping facilitate and lead groups on developing budgets for nonprofits and churches.

As if that doesn’t keep her busy enough, she was also responsible for her church’s finances and outreach for 10+ years and held small group sessions at small her church teaching congregants how to budget. Most recently, she assisted a class with Eden on creating a budget for churches and other nonprofits.

Please join us in welcoming Triná to our team! We feel fortunate to have her with us…and we know that our clients will feel the same way!

 

 

 

The most effective ways to expand visibility and maintain funding in your business.

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On this week’s episode of A Modern Nonprofit Podcast, CEO Tosha Anderson invites Eric Ressler as her guest. Eric Ressler is the Founder and Creative Director at Cosmic, A Social Impact Creative Agency. Eric Ressler expresses his opinions and expertise about, “The most effective ways to expand visibility and maintain funding in your business.” Why do so many social impact organizations struggle to find, grow, and maintain funding? Eric breaks this question down and gives listeners tips to implement in your own processes. What does the future of social impact fundraising look like? Eric goes into the importance of your digital footprint and doing it in an authentic way. We cover why does social impact organizations invest in their digital strategy and platforms? We also hit on why should social impact organizations concern themselves with their brand when it seems like there are more important things to focus on? Finally why is the overhead percentage the wrong metric for assessing a social impact organization’s effectiveness? This episode is a wonderful conversation and a must listen.

Reach out to Eric Ressler @ [email protected]

Website: designbycosmic.com