Becoming your boss can be thrilling and possibly a little scary. Once you decide to strike out on your own, you have a lot to consider. While many freelancers or sole proprietors develop their business plans, how to handle taxes should be figured into the financial section of the plan. While it is suggested that you hire a professional to handle your taxes, no matter what type of business owner you are, it is still good to understand how taxes are handled for the freelancer or sole proprietor. Here are five tax tips any freelancer or sole proprietor can apply to their business.
Know the Forms
Because the business’s net profits are taxable, you will need to become familiar with a Schedule C form. It is the form where sole proprietors report income and expenses. If your business earns under a certain amount, you may file a Schedule C-EZ and check with the IRS for the current minimum income. You will also need to obtain a Schedule SE to calculate the self-employment tax appropriately. If doing your taxes, you will need to know these forms and study their instructions. Even if you hire a tax pro, your familiarity with these forms will make the job easier for you both.
If you don’t hire a professional and decide to do it yourself, make sure you have the best tax software specifically designed for the freelancer or sole proprietor. This is not the time to wing it.
Organize Your Income and Expenses
Being self-employed usually means your income is inconsistent, so estimate your tax liability during the year to avoid surprises. Unfortunately, if you’re audited, the burden is put upon the one being audited to prove the income and expenses on the audited tax return. If you are organized in your receipts and bookkeeping, this should be easy to get through. An audit is not always triggered by something the taxpayer did incorrectly; some audits are random, and if you are organized, you will not need to worry. This organization will make your taxes easy to prepare, whether you give it to a professional or prepare them yourself using tax prep software.
Know the 1099
If a client pays you more than $600, they must send you a 1099 and send a 1099 to the IRS. You need to make sure you include it with your tax preparation information. Even if the client does not pay you more than $600 or doesn’t file a 1099, you are still expected to report all income you make as a freelancer or sole proprietor. These tax mistakes are often caught years after the error is made, and the IRS not only expects you to pay the amount you should have but also charges interest. It is best if you claim income and pay taxes on it when it is due to avoid issues with the IRS down the line.
Claim Car Expenses
Even if you don’t primarily use your car for your business, there are times you can write off car expenses. If you drive to any business-related meetings or errands, you should keep an accounting of gas and mileage. You can also write off some of the car repairs if they become necessary. Check the IRS website to find out how many cents per mile you can write off for business-related car use. It would help if you kept detailed mileage accounts for business pertaining to car use to get the most out of this valuable deduction.
You can also deduct your actual car expenses, such as depreciation, licenses, gas, oil, insurance, registration fees, repairs, and tires. The car expense deduction generally is based on the total miles driven for business. If leasing your vehicle, you should check with the IRS and determine if your lease payments can be deducted.
Home Office Deductions
If you work from home or use part of it in your business, you can deduct some of your mortgage or rent and insurance, utilities, repairs, and similar expenses. You can calculate your home office deductions in one of two ways. First, figure out what percentage of square footage you use exclusively for business activities. That percentage of your home-related expenses becomes deductible. So, if your office is 10 percent of your home’s square footage, 10 percent of your rent, utilities, and other home expenses for the year may be deductible. If any repairs occur within the office area of your home, those repairs are often fully deductible.
The second way to figure home office deductions is to deduct $5 per square foot for businesses up to 300 square feet. You keep fewer records but generally get a smaller deduction, so calculate things both ways before filing. Consult the IRS website for details or the latest changes in deduction amounts.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Every responsible adult should have savings in their budget, but the truth is most people don’t have anything saved, nor do they budget. There is a psychology to budgeting and finances that has people worried they would have to give up a lot or make significantchanges in their lifestyle to stay out of debt and go further in the budget to save. Most hard-working adults live paycheck to paycheck with no safety net and don’t think there is anything they can do to change that without giving up what they are working hard to do.
Making a budget is just the beginning. There are many areas where you can make changes or try new ideas that will boost savings without having to live a boring life with no fun or luxury. Here are three quick and easy ways you can boost savings without giving up much if anything at all.
Rework Your Bills
Many people don’t realize they can renegotiate some of their bills. Even utilities. What? Yes, you can negotiate almost everything. Call your utility companies and see about paying a fixed amount usually taken from an average of past bills for that address. If you overpay the actual bills by the end of the year, you get money back, or if you used more than expected, you might have to pay the overage at the end of the year. If you are diligent about keeping it within this fixed amount, this can save you big! If you are a good driver, you can get insurance companies into a bidding war to get your business. They want customers paying in premiums that are low risk ever to make a claim. They will make excellent offers to get you. You can also call your cable company and ask for the deals they are offering new customers. If they say they won’t give that to you, their loyal customer, let them know you will go to another company. You can do the same thing with your phone carrier, find out what offers they have and negotiate them yourself.
The bottom line is, you should try reworking all of your bills, getting better interest rates after you have been paying on time for a period, or getting fixed payments. The most that any company you are trying to negotiate with can say is no, but maybe they will help you save money.
Better Banking
Your banking institution will generally offer you bank accounts that will cost them nothing. Do your research and make sure you look into every type of bank account provided. Some bank accounts offer cash back for debit card usage or higher interest savings or checking accounts. Don’t settle for the plain bank account with no frills you are offered. Research and save!
The recent trend is banking institutions offering what is called a hybrid checking account. This checking account is a checking and savings account in one, and it provides a higher interest rate. This will add up, especially if you steadily deposit into this account.
Good Investments
You are thinking you barely make enough to cover bills. How can I even think about investing? There are a few ways. First, if your company offers a 401(k), contribute as much as you can. If your company matches a certain percentage, contribute that amount, so you get the most bang for your investing buck. Micro-investing is a trend that is also an easy way to invest when you don’t have a lot of wiggle room in your budget to invest. These spare change investment apps won’t make you rich or able to retire early. What they will do is give you the money you can use to pay down debt or put into more significant investments.
When you go for more significant investments, make sure you have paid down your debts and have an emergency fund first. Your priority should be getting out of debt and having the ability to cover emergencies and loss of income, then investments.
Conclusion
The truth is any changes, large or small, can help boost savings. These three ideas are simple and don’t cost you in major changes to your lifestyle or spending. Try them out, and when you see how easy it is, you can get bolder, and before you know it, you will have a great retirement nest egg.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Significant Cyber Attacks 2020: Case Studies & Business Impact
Significant cyber attacks 2020 include the SolarWinds supply chain breach, headline-grabbing data leaks at Marriott, EasyJet, and Microsoft, the Twitter Bitcoin social-engineering hack, and disruptive ransomware strikes on Garmin and Universal Health Services—incidents that collectively exposed systemic weaknesses in software supply chains, identity controls, and business continuity planning, and cost organizations billions in recovery, regulatory penalties, and reputational damage.
Here’s what stopped me cold in 2020: 43% of cyber attacks targeted small businesses, and 60% of those hit closed within six months. In more than 20 years leading Complete Controller, advising thousands of businesses across every sector on their books, cash flow, and back-office risk, I’ve never seen a year rewrite the risk playbook like 2020 did. In this article, I’ll unpack the year’s most consequential attacks, translate them into balance-sheet realities, and hand you a practical roadmap you can put to work this quarter—whether you run a five-person shop or a mid-market company.
What are the most significant cyber attacks of 2020 and what do they mean for your business?
The headline incidents were SolarWinds, Marriott, EasyJet, Microsoft, Blackbaud, Twitter, Garmin, and Universal Health Services—collectively exposing millions of records and disrupting critical services worldwide.
SolarWinds proved that trusted software updates can be weaponized to silently infiltrate thousands of networks at once.
Data breaches at Marriott, EasyJet, and Microsoft revealed persistent gaps in identity management and third-party data governance.
Twitter’s social-engineering hack showed that one compromised employee workflow can undo even the biggest tech platforms.
Ransomware at Garmin and UHS demonstrated how a single infection can halt revenue, delay patient care, and cost tens of millions.
The 2020 Threat Landscape: Why Cyber Attacks Spiked
The 2020 surge was fueled by pandemic-driven remote work, rushed cloud rollouts, and expanding digital footprints that outran security controls. According to the World Economic Forum, cyber attacks jumped 50.1%, with roughly 30,000 COVID-19-specific incidents reported between late 2019 and April 2020.
Trends every business owner should know
Attacks weren’t just more frequent—they were more expensive and harder to detect. IBM’s global research found the average breach took 280 days to identify and contain, with costs approaching $4 million. For SMEs, average ransomware recovery ran around $623,000, while large enterprises averaged $29.6 million.
Healthcare, finance, and technology sectors were hit hardest
Ransomware shifted to “big-game hunting” with multimillion-dollar demands
Phishing and credential theft became the entry point for most breaches
SolarWinds: The Defining Supply Chain Breach of 2020
The SolarWinds Orion compromise is widely considered the most consequential of the significant cyber attacks 2020 delivered. Threat actors infiltrated the software build environment and pushed trojanized updates (SUNBURST) to customers over months, undetected.
What happened and who was affected
SolarWinds said about 18,000 customers downloaded the compromised Orion update, and CISA’s Emergency Directive 21-01 linked the campaign to an advanced persistent threat, warning it posed a “grave risk” to the federal government. Victims included Microsoft, FireEye, Cisco, and multiple U.S. federal departments including Justice, State, and the CDC, as The New York Times reported.
The lesson for supply chain governance
Perimeter security cannot stop compromised trusted software. Every organization—no matter the size—should:
Inventory critical SaaS and cloud vendors
Require code-signing verification and MFA from providers
Build supply-chain scenarios into incident response playbooks
Adopt zero-trust principles for internal access
A cyber incident can become a financial crisis. Complete Controller helps you protect your business with stronger financial oversight and planning. Request a free quote today.
Major Data Breaches: Marriott, EasyJet, Microsoft, Blackbaud
The 2020 major data breaches and their impact reshaped how regulators, insurers, and boards think about identity and third-party risk.
The four breaches that mattered most
Marriott disclosed a February 2020 breach affecting 5.2 million guests, traced to two compromised employee credentials.
EasyJet exposed data on approximately nine million customers, including travel itineraries and some payment card data.
Microsoft left up to 250 million customer service records exposed through a misconfigured endpoint.
Blackbaud suffered a data-stealing ransomware attack affecting nearly 200 organizations and millions of donors and constituents.
Breaches of this scale typically drive a 1% shareholder value drop within days, along with sales declines, regulatory penalties, and long-tail reputational damage. For smaller organizations, similar incidents often exceed $200,000 in recovery costs—enough to end the business entirely.
Twitter Bitcoin Scam and Ransomware Outbreaks
Two very different attack styles defined the second half of 2020, and both carry lessons every founder should internalize.
The Twitter social-engineering compromise
In July 2020, attackers used phone-based social engineering to trick Twitter employees and access internal admin tools. According to the Twitter security update, 130 accounts were targeted, 45 had passwords reset, and data was downloaded from 8 accounts. High-profile figures including political leaders and major brands were used to promote a Bitcoin scam.
The direct theft was modest—around $118,000—but the reputational and regulatory fallout was enormous. The takeaway: least-privilege access, strong MFA, and continuous monitoring of admin activity are non-negotiable.
Garmin and Universal Health Services ransomware
Garmin was hit by WastedLocker in July 2020, taking down fitness syncing, aviation navigation databases, and customer support for days. Reports indicated a multimillion-dollar ransom payment.
Universal Health Services suffered a Ryuk ransomware attack that shut down IT systems across 400 locations. Staff reverted to paper records for nearly three weeks. In its Q3 2020 financial results, UHS reported approximately $67 million in losses, largely from business disruption. Patient care continued, but many facilities operated manually while systems were restored.
Turning 2020’s Lessons into a Practical Roadmap
Here’s where I put my virtual CFO and controller hat on. Cybersecurity isn’t a technical line item—it belongs alongside cash flow and compliance on your risk register.
Five steps every business should take now
Map your digital supply chain. Inventory critical vendors and set minimum security expectations including MFA and incident-reporting SLAs.
Harden identity and access. Require MFA everywhere, enforce least-privilege, and review admin accounts quarterly.
Prepare for ransomware. Maintain tested offline backups, segment networks, and document a playbook covering containment, insurance, legal, and communications.
Elevate security awareness. Run phishing simulations that explain the financial stakes, not just the technical details.
Integrate cyber into governance. Tie metrics like patch time, phishing click rates, and backup test success to board-level KPIs, aligned with NIST or ISO 27001 frameworks.
Why founders must own this
In my advisory work, I’ve seen cyber incidents trigger covenant breaches, emergency loans, and delayed tax filings. I now insist every client budget explicitly for security tooling, training, and incident response coverage. Treating cyber spend as discretionary is one of the fastest ways to jeopardize payroll and lender relationships.
Final Thoughts: From 2020’s Shocks to Real Resilience
The significant cyber attacks 2020 delivered—SolarWinds, Marriott, EasyJet, Twitter, Garmin, and UHS—proved that no organization is too small, too local, or too “offline” to be a target. The businesses that came out stronger invested early in resilience, not just tools, and treated cybersecurity as a strategic financial decision.
If you’re ready to connect your cyber risk posture to your financial health and daily operations, my team at Complete Controller can help you build a pragmatic roadmap that fits your size, sector, and budget. Reach out—we’d love to help you turn 2020’s hard lessons into your strongest year yet.
Frequently Asked Questions About Significant Cyber Attacks 2020
What was the biggest cyber attack in 2020?
The SolarWinds Orion supply chain breach is widely regarded as the biggest, affecting about 18,000 organizations including major U.S. federal agencies, Microsoft, Cisco, and FireEye.
How did COVID-19 contribute to cyber attacks in 2020?
Remote work, rapid cloud adoption, and expanded digital footprints created new vulnerabilities. The World Economic Forum documented a 50.1% increase in attacks, with roughly 30,000 COVID-specific incidents between late 2019 and April 2020.
Which industries were most affected by 2020 cyber attacks?
Government, technology, healthcare, financial services, and travel/hospitality were hit hardest, with major incidents at SolarWinds, Microsoft, Universal Health Services, EasyJet, and Marriott.
What lessons should small businesses learn from 2020 cyber attacks?
Small businesses are common targets—about 43% of attacks aim at them. Invest in MFA, tested offline backups, vendor risk management, and treat cyber risk as a core financial planning priority.
How can organizations improve incident response after 2020?
Build and regularly test incident response plans, maintain offline backups, adopt zero-trust and least-privilege principles, and train leadership to make fast, informed decisions during a breach.
Sources
Center for Strategic and International Studies. (2020). Significant Cyber Incidents.https://www.csis.org
World Bank. (2022). A Review of the Economic Costs of Cyber Incidents.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Jennifer BrazerFounder/CEO
Jennifer is the author of From Cubicle to Cloud and Founder/CEO of Complete Controller, a pioneering financial services firm that helps entrepreneurs break free of traditional constraints and scale their businesses to new heights.
Brittany McMillen is a seasoned Marketing Manager with a sharp eye for strategy and storytelling. With a background in digital marketing, brand development, and customer engagement, she brings a results-driven mindset to every project. Brittany specializes in crafting compelling content and optimizing user experiences that convert. When she’s not reviewing content, she’s exploring the latest marketing trends or championing small business success.
Many people work hard specifically to get to financial freedom. It can take many years and lots of discipline, budgeting, and saving to achieve this hard-earned goal. Some have worked for so many years that they don’t know how to spend the extra time they have on their hands once they achieve financial freedom. Here are five things you should do with your time when you have achieved financial freedom.
Spend time with the people you love
Time is precious and now that you have more of it, spend it with your loved ones. Success is not only financial; it is the quality of life you have to show. Most who have achieved financial freedom have done so by sacrificing time with their family and friends, making up for lost time. Invest in quality time with your partner, children, parents, and friends because your children will grow up, your parents will grow old, and you never know how long friendships will last.
It’s time to take that money you sacrificed and worked so hard for and take some shared vacations or visited family and friends that aren’t nearby.
Develop a new hobby (or restart an old one)
Hobbies are proven to be morale and mood boosters. Ask anyone who has a hobby they love, and they will tell you it is equal to therapy. Therapists often use hobbies to help patients redirect anxiety and depression because of the benefits. This will be a time of spark and self-discovery if you don’t already have a hobby. You will need to ask yourself, what have you always wanted to do but didn’t have time to do? Some people pick up gardening or fishing, others golf, or do needlepoint, yet others go into extreme bucket list mode and go skydiving or snorkeling.
It doesn’t matter what you choose, pursue something that will bring you joy or soothe your soul.
Get Physical
Though some hobbies may include a physical aspect, this is about taking time for your health through physical activity. Chances are if you worked a lot to get to where you are financially free, you didn’t have time to go to the gym or take a scenic hike or run in the park. Now is the time to take your health in your hands and spend the extra time doing physical activity.
Physical activity could even lead to finding other things you are passionate about and trying them, like dance classes or hiking clubs. Any way you slice it, get moving!
Finish the things you started
Time to finish what you started. When you work hard and many hours, you may find it hard to finish anything you started that wasn’t attached to a work deadline. Now is the time to do everything you have on your honey-do list. The accomplishments you make will be satisfying, and your family and friends will benefit from it.
Find a new passion
Just because you reached financial freedom doesn’t mean you have to stop working. However, this is your chance to find your passion and possibly open your own business or do something outside your comfort zone. Financial freedom makes it possible for you to assess your life and see where you want it to go without the pressures of “having” to work. Now is your chance to take that leap of faith and follow a new dream or an old one you put on a shelf.
Conclusion
Time is a commodity many of us don’t have when working hard to achieve financial freedom. However, once that freedom is achieved, it’s time to show time who’s boss and take it back. Give it to people, hobbies, activities, and your passion instead of the grind. You will be happier, and so will all those in your life.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Those who are self-employed face the same future concerns as those who are employed by businesses. Self-employment offers a lot of freedom, and more and more individuals are opting to branch out and be their boss. Does this mean you can’t save for retirement or have a pension plan?
The answer is that you can have all the same options that employees in corporations have, with some differences in the process. These differences can significantly impact your decision to have a plan and which one works best. Here are pension plans with some details on how to establish them and the advantages of each.
Traditional or Roth IRA
Both types of IRAs are great for those starting in self-employment. You can also roll your 401K into an IRA if you leave traditional employment to strike out on your own. Traditional IRAs are typically pre-tax contributions and will be taxed at the time of withdrawal after 59 1/2. Roth IRAs are contributed after the income is taxed accordingly and will be tax-free at the time of withdrawal after 59 1/2.
IRAs have smaller contribution limits than other pension plans. Therefore, the overall pension savings are lower, but the tax benefits make this option the number one option for consideration.
Solo 401(k)
A solo 401(k) can only be done for a self-employed individual who has no employees. If you intend to expand your business, it is not suggested that you contribute to this pension plan. But if you intend always to be the sole employee or work with a spouse (an exception), this plan is much like a larger business 401(k) plan.
This pension plan has an advantage over an IRA in that the limits of yearly contributions are much higher. Like the traditional IRA, the solo 401(k) is saved from pre-tax income and would require taxation upon withdrawal after 59 1/2. This pension plan option may be more comfortable for the self-employed as most are familiar with 401(k)s because every company that offers benefits has a 401(k).
Defined benefit plan
Though the defined benefit plan is similar to an IRA or solo 401(k) for the self-employed person with no employees, this pension plan is made for those making a high income. The contribution limits are based on income and have no preset limits, unlike the IRA or 401(k) contributions, which remain the same despite income.
Another advantage to the defined benefit plan is that while its pre-tax income is taxable upon withdrawal after 59 1/2, the contributions are tax-deductible. This can be a great advantage when filing yearly tax returns, lowering your taxable income while running the business and your taxes.
Should You Get a Pension Plan?
After careful consideration of all your options regarding pension plans, it is a good idea to have one. These are all set up to not only help you save for inevitable retirement when you get older but to ensure you make the most of your money. The best thing to do is to explore the idea through a professional broker. They would be able to give advice, look at your financials and goals, and give you an idea of what plan would be best for you.
Ultimately, after you’re educated and have gone over all the options with a professional, it is up to you to decide what is best for your retirement future. No one else can make that decision for you that is so crucial to your future.
Conclusion
Many self-employed individuals assume they don’t have pension plan options and don’t save for retirement. These options are only a few that a self-employed person can contribute to. Getting with a professional financial planner will give you the best idea of all the options you have while having self-employment freedom.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Essential Tips for Running a Nonprofit Successfully in 2026
Tips for running a nonprofit successfully center on establishing strong governance structures, implementing robust financial management systems, diversifying revenue streams, maintaining legal compliance, and building organizational resilience to navigate the complex challenges facing the nonprofit sector in 2026.
As the founder of Complete Controller, I’ve partnered with dozens of nonprofits over the past twenty years, witnessing firsthand how the right financial and operational strategies transform struggling organizations into mission powerhouses. The nonprofit landscape in 2026 presents unprecedented challenges—with 36% of organizations reporting operating deficits (the highest in a decade) and 65% anticipating government funding cuts exceeding 10%—but I’ve also seen remarkable organizations thrive by implementing the comprehensive strategies I’ll share in this article. You’ll discover proven frameworks for board governance, financial forecasting techniques that anticipate disruptions months in advance, fundraising approaches that create stable revenue streams, compliance protocols that protect your organization, and resilience-building practices that sustain operations through any crisis.
What are essential tips for running a nonprofit successfully?
Tips for running a nonprofit include governance excellence, financial stewardship, revenue diversification, legal compliance, and operational resilience
Governance excellence involves recruiting diverse board members, conducting annual evaluations, and establishing clear roles between board oversight and staff management
Financial stewardship requires building 3-6 months of operating reserves, implementing rolling forecasts, and developing scenario plans for funding disruptions
Revenue diversification combines individual giving, corporate partnerships, earned income, and grant funding to reduce dependence on any single source
Legal compliance encompasses charitable solicitation registrations, data privacy policies, and maintaining subpoena-ready documentation
Assemble a High-Performing Board with Clear Governance
Effective nonprofit governance starts with recruiting board members who understand their strategic oversight role rather than attempting to manage day-to-day operations. Your board serves as the organization’s highest authority, bearing ultimate responsibility for financial health, legal compliance, and mission fulfillment.
Research shows that 74% of boards using board management software reported increased effectiveness, compared to only 63% of boards relying on traditional methods. This technology advantage stems from improved information management, secure document sharing, and enhanced communication between meetings. Organizations implementing secure board portals report 91% confidence in communication security versus 78% for those using conventional methods.
Board recruitment and onboarding best practices
Focus recruitment efforts on identifying candidates whose skills fill specific gaps in your current board composition. Seek individuals with expertise in areas critical to your organization’s success—whether that’s financial management, legal compliance, fundraising, or program-specific knowledge.
Create a board skills matrix identifying current strengths and gaps
Develop position descriptions outlining specific expectations for each board role
Implement comprehensive onboarding including bylaws review, conflict policies, and mission training
Establish term limits to create natural transition points for board renewal
Build relationships with potential board members before formal recruitment
Current data reveals that nonprofit boards remain 66% white, with Black or African American individuals comprising only 17% of board positions. This lack of diversity creates governance blind spots and reduces decision quality. Boards reflecting the communities they serve bring cultural competency and social capital that enhance program design and strengthen community trust.
Regular performance assessments and succession planning
Annual board assessments identify areas for improvement and create accountability for governance excellence. Yet 83% of organizations lack formal succession plans despite research showing that 39% of executive directors plan to leave within three years.
Implement structured evaluation processes including self-assessments, peer feedback, and full board reviews. Link assessment results to board development activities and recruitment priorities. Create succession plans for key leadership positions, identifying internal candidates for development and establishing transition protocols before departures occur.
Financial stewardship forms the foundation of nonprofit sustainability, yet 52% of nonprofits maintain three months or less of cash reserves—leaving them vulnerable to funding disruptions or unexpected expenses. At Complete Controller, we’ve guided organizations from paycheck-to-paycheck operations to maintaining healthy reserves through systematic financial planning.
Implementing rolling forecasts and reserves building
Static annual budgets fail to capture the dynamic reality of nonprofit operations. Rolling forecasts projecting finances 12-18 months forward and updating quarterly provide superior strategic insight.
Model multiple scenarios including 10% funding cuts and 20% demand increases
Calculate your cash runway—how many months you can operate using existing reserves
Set reserve targets covering 3-6 months of operating expenses
Automate reserve transfers to build funds systematically
Review forecasts monthly with finance committee oversight
Organizations maintaining six-month reserves can weather temporary funding gaps without reducing services or laying off staff. Those operating without reserves face immediate program cuts when revenue disruptions occur.
Diversified revenue and cost management strategies
Revenue concentration creates vulnerability—losing one major funder shouldn’t threaten organizational survival. Yet many nonprofits depend heavily on single funding sources, particularly government contracts that now face unprecedented uncertainty.
Build revenue diversity through multiple channels: foundation grants, individual donations, corporate partnerships, earned income, and special events. Only 19% of nonprofits raise more than half their revenue through digital channels, indicating substantial untapped potential for online fundraising growth.
Cost management requires balancing efficiency with effectiveness. Shared services arrangements reduce administrative costs through collaboration. Technology investments automate routine tasks, reducing manual labor requirements. Fractional CFO services provide sophisticated financial management expertise without full-time staff costs.
Before the next audit or funding cycle, strengthen your foundation with Complete Controller.
Fundraising Essentials: Proven Strategies for 2026
Individual giving remains the largest philanthropic source nationally, but participation among affluent households declined from 91% in 2015 to 81% in 2024. This narrowing donor base requires organizations to strengthen relationships with existing supporters while attracting new constituencies.
Building donor relationships and new revenue tactics
Successful fundraising combines personal relationship-building with data-driven communication strategies. Younger donors expect digital engagement and clear impact reporting, while older supporters often prefer traditional touchpoints.
Segment donors based on giving history and communication preferences
Personalize outreach using donor interests and past engagement
Report specific outcomes linked to donor investments
Create recurring giving programs for predictable revenue
Leverage matching gifts to multiply donor impact
Corporate giving reached $44.4 billion in 2024, representing the fastest-growing philanthropic category. Strategic partnerships extend beyond cash contributions to include in-kind donations, employee volunteers, and cause-marketing arrangements.
Event planning and corporate partnership playbook
Special events generate both revenue and visibility but require careful planning to maximize return on investment. Set clear financial targets, book venues early, and align event themes with organizational mission.
Corporate partnerships succeed when values align between partners. Identify companies whose employee demographics or customer base overlap with your mission. Develop partnership packages offering multiple engagement levels from event sponsorship to year-round program support.
Track event ROI meticulously, calculating true costs including staff time and comparing net revenue to other fundraising strategies. Events generating less than 50% net revenue may drain resources better deployed elsewhere.
Navigate Legal Compliance and Risk Management
Legal compliance protects your organization’s tax-exempt status and maintains public trust. Yet many nonprofits underestimate compliance complexity, particularly regarding charitable solicitation requirements that vary by state.
Charitable solicitation and data privacy checklist
Organizations soliciting donations must register in states where they fundraise, not just where they’re headquartered. Online fundraising potentially triggers registration requirements in all 50 states, though exemptions exist for religious organizations and small nonprofits.
Map states where you actively solicit donations
File initial registrations and annual renewals timely
Update registration when key information changes
Implement donor data encryption and access controls
Create AI use policies addressing ethical considerations
Data privacy regulations increasingly affect nonprofits handling donor information. Implement written policies governing data collection, storage, and usage. Train staff on cybersecurity best practices, as 91% of cyberattacks begin with phishing emails targeting employees.
Document retention and crisis communications
Maintain organized records supporting your tax-exempt status, including board minutes, financial statements, and Form 990s. Develop retention schedules specifying how long different document types must be preserved. Electronic storage using secure cloud platforms provides accessibility while reducing physical storage requirements.
Crisis communication protocols protect organizational reputation during challenging periods. Establish escalation procedures identifying who speaks for the organization and when board notification occurs. Prepare template statements addressing common crisis scenarios while leaving space for situation-specific details.
Build Operational Resilience Through Change Management
Organizational resilience determines whether nonprofits survive disruption or succumb to crisis. With 85% of organizations anticipating increased service demand while facing funding cuts, building adaptive capacity becomes essential for mission sustainability.
Scenario planning and staff support during transitions
Model potential futures including funding disruptions, leadership departures, and demand surges. Develop contingency plans triggered by specific indicators such as reserve levels dropping below two months or losing a major funder.
Create 90-day plans tied to cash runway milestones
Scale staffing based on revenue triggers, not optimistic projections
Invest in employee wellness programs combating burnout
Cross-train staff to cover essential functions during absences
Document critical processes before key personnel depart
Leadership transitions prove particularly disruptive, with 94% of organizations experiencing revenue decline following executive departures. Proactive succession planning reduces transition trauma through systematic knowledge transfer and internal talent development.
Technology adoption for efficiency and impact
Technology investments multiply staff capacity while improving service delivery. Board management software streamlines governance, donor databases enhance relationship management, and integrated financial systems provide real-time visibility into organizational health.
Select technology solutions that integrate rather than creating information silos. Cloud-based platforms enable remote work flexibility while maintaining security. Artificial intelligence tools analyze donor patterns and program outcomes, though ethical use policies must govern implementation.
Train staff thoroughly on new systems, as user adoption determines technology ROI. Budget for ongoing support and updates rather than viewing technology as one-time purchases.
Final Thoughts
Mastering these tips for running a nonprofit—from governance excellence and financial forecasting to compliance protocols and resilience planning—positions your organization to thrive despite 2026’s unprecedented challenges. I’ve witnessed organizations transform from crisis mode to sustainable growth by implementing these strategies systematically rather than piecemeal.
Start with a honest board assessment and financial audit to establish your baseline. Then prioritize improvements based on organizational vulnerabilities and strategic opportunities. The journey from surviving to thriving requires commitment, but the payoff—sustained mission impact and organizational health—justifies the effort.
Ready to strengthen your nonprofit’s financial foundation? The experts at Complete Controller provide specialized bookkeeping and financial management services designed specifically for nonprofit organizations. Contact us today to discover how professional financial support can amplify your mission impact.
Frequently Asked Questions About Tips for Running a Nonprofit
What are the most important nonprofit board best practices?
Focus on clear role definitions separating governance from management, annual performance evaluations, 100% board participation in fundraising, comprehensive conflict of interest policies, and building diverse board composition that reflects your community. Implement board management software for secure communications and better meeting efficiency.
How can nonprofits improve financial management?
Develop diversified revenue streams reducing dependence on any single funder, implement rolling 12-18 month financial forecasts updated quarterly, build reserves covering 3-6 months of operating expenses, and consider outsourcing to fractional CFOs for sophisticated financial expertise without full-time costs.
What fundraising tips work best for nonprofits in 2026?
Combine digital campaigns reaching younger donors with traditional approaches for older supporters, develop strategic corporate partnerships beyond simple cash asks, use data analytics to personalize donor communications, and track special event ROI to focus on highest-return activities.
How do nonprofits handle compliance and legal risks?
Register for charitable solicitation in all states where you actively fundraise, implement data privacy policies with encryption and access controls, maintain document retention schedules for all organizational records, and conduct annual risk assessments covering financial, operational, and reputational vulnerabilities.
What role does technology play in running a nonprofit successfully?
Board management software improves governance effectiveness by 11% while enhancing security, integrated donor databases strengthen relationship management, cloud-based financial systems provide real-time visibility, and AI analytics reveal patterns in donor behavior and program outcomes when implemented with proper ethical guidelines.
Sources
AFSlaw. (2026). “Nonprofits and Associations in 2026: A Checklist for Leadership’s Top 10 Legal Issues.” AFSLaw Perspectives. https://www.afslaw.com
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Jennifer BrazerFounder/CEO
Jennifer is the author of From Cubicle to Cloud and Founder/CEO of Complete Controller, a pioneering financial services firm that helps entrepreneurs break free of traditional constraints and scale their businesses to new heights.
Brittany McMillen is a seasoned Marketing Manager with a sharp eye for strategy and storytelling. With a background in digital marketing, brand development, and customer engagement, she brings a results-driven mindset to every project. Brittany specializes in crafting compelling content and optimizing user experiences that convert. When she’s not reviewing content, she’s exploring the latest marketing trends or championing small business success.
Small businesses have different short and long-term goals compared to larger businesses. The main reason for this is that they have fewer resources and less time for recruitment. Small businesses have difficulty finding and hiring potential candidates because they lack the resources of some larger businesses for recruitment. The hiring process is often expensive when looking to recruit top talent and fill out your business needs with high-quality candidates, making it difficult for small businesses to compete with larger companies. Here are some social media recruitment tips to help your small business find and hire the best candidates possible.
Share Your Business on Social Media
In today’s advanced technology world, many businesses, large and small, are utilizing what is referred to as social recruiting. This type of recruitment is done by either using different social network platforms or by employee referrals. Social recruitment gives several advantages to small businesses. These advantages are defined in understanding a candidate’s personality, employee engagement, and brand promotion.
Business recruitment depends on how the business engages with existing and potential employees and well-established social media strategy. Your business needs to post updates regularly with ongoing interaction, specifically engaging your social media followers. This will draw attention to your business.
Current employees can also use their social media platforms to attract and refer potential strong candidates among their friends and followers. You can even offer incentives to your employees for referral recruitment if their efforts result in a candidate’s hiring and retention.
Post a Thorough Job Description
No matter the platform you use to advertise your company’s job opportunity, it is essential that you provide a thorough job description. Ensure the business objectives are clear and make concise but robust bullet points that layout the job description and requirements. It is proven that those businesses that utilize details job descriptions, regardless of size, have attracted more qualified potential candidates because they were clear on the job, and they connected to it.
Candidate Selection
Social media is not only used for advertising the organization’s vacancy, but it can also be used to screen applicants. Whenever a candidate application is assessed, the organization must review the applicant’s skills with their personal qualities and previous experiences. But this approach doesn’t allow an organization to assess candidates as per behavioral values. This is the point where social media can play an important recruitment role. Reviewing candidates’ social media profiles, including Instagram, LinkedIn, Facebook, and Twitter, will help your business know more about the candidate. This includes the applicant’s interests, hobbies, and behavior as gathered through the information they are posting on social platforms and the type of content they put out or engage in.
Widening the Talent Pool
Social media can attract candidates, but it can also expand the talent pool by widening a small business’s reach to potential future employees. Most small businesses can’t attract high-quality candidates without incurring a great expense to compete with larger businesses. Social media levels the playing field. Because a strong social media presence doesn’t cost a lot if anything, and it is not dependent on the business size and budget, any business can attract or find great candidates and have a larger talent pool from which to select.
Conclusion
Small businesses should be able to find and hire the best candidates regardless of their business size. To be competitive with larger businesses for the best employees without astronomical costs, small businesses must use social media recruitment. Using these tips will help your small business thrive with top talent staff to support it.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Even savvy networkers can face a decline or slowdown in networking activity. You’ll find many reasons for impulsive and unpredictable situations, for example, holidays, changes in the industry or economic climate, and so on. For instance, a recent example would be the situation caused as a result of the COVID-19 pandemic. The necessity for lockdown and social distancing led to many workers working remotely. During such circumstances, handling the daily tasks is a challenge on its own, and networking is more complicated than ever. However, irrespective of the condition, you can bounce back and gain a grip on your networking activities, and it is not as hard as it may seem.
Networking, which is also called computer networking, is the exercise of carrying and exchanging information, data, statistics, and figures amongst nodes over a shared medium in an info system. Networking simplifies everything from phone calls to text messaging to streaming videos to the IoT (internet of things). There are severalbenefits of networking. The most obvious ones are that it creates the structure needed for professional growth in terms of job opportunities and the utilization of professional expertise. Businesses can, therefore, enjoy a range of benefits from networking, and this is the reason why getting stuck in a networking slump is problematic. However, there are always ways to deal with is the situation.
Mentioned below are guidelines for navigating uncertain and indefinite conditions to make the most of your business and social tactics attempts.
Plan Ahead
Take time to generate a networking playbook. Spot times that are considered eventful and possibly slow. Planning ahead of time permits you to estimate and better predict your consequences. For instance, summertime, holidays, or a new (economic) year can slowdown networking or corporate progress. Find ways to be productive and competent to avoid becoming lazy or smug.
Stay Active
Keep your networking regularity up to parity. Be absorbed in staying steady by attending monthly events, having weekly coffees or lunches, arranging calls, or sending out emails. Make it a point to stay connected and available that adds value while nurturingtrust for growing quality associations. It shows that you are serious and intended in your plan.
Track Progress
Although it is vital to plan ahead of time and make sure and be certain that you evaluate your progressions, observe the best methods, prevailing trends, and fruitful ways of networking and staying productive. Monitor outcomes and seek out ways to progress and expand your systems. Plus, reach out to your current networks for support and further advice.
Adapt, Adapt, Adapt
In the dynamically changing business world, you have to keep making progress to keep up with the latest trends. Study your industry and other industries as well. Learn and apply. You may find many great ideas that other professionals, leaders, and experts are benefiting from, so find a way to use them for your networking needs.
For example, in response to the current pandemic, some brands offer free online sessions with regular or social media celebrities. Some lawyers are offering free services and Questions and Answers sessions online. Many people are making groups or pages on social media websites to provide a platform for like-minded individuals to discuss interest topics. Such activities are suitable and possible in the ongoing situation, and those who adapt the quickest benefit the most. So make sure that you stay flexible and up-to-date with the current trends.
Use these easy and applied guidelines to overcome common networking complications. Be aware of ways to dodge inactivity and unwelcome conditions to accomplish and reach your goals. There are many other ways to advance your networking activities, and what works well for you may depend on the type of business you own or lead. While the different industries differ in their requirements, one thing applies to all: becoming stagnant does not solve any problem. Ensure that you are continually assessing what needs to be done in your line of work and finding out new and innovative ways to do it.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
Remote working is no longer just an innovative buzz-word that productions are seen leveraging lately. It has converted to somewhat more than that, particularly after the onset of the COVID-19 pandemic. A few years ago, corporate owners were often obliged to hire an underqualified or under-experienced individual as an employee, owing to the lack of expert personnel nearby. Though this has prevailed for a long time, times have changed since.
Most of us know how market giants like IBM promote the work-from-home strategy. These days, many employees have the luxury of working from remote places. This has become possible due to the availability of innovative digital technology that serves a range of purposes. When you dig into the details of remote working, two prominent features come into play. Firstly, it saves the operationalcost. Fewer workers on the floor mean reduced disbursement on software, hardware, and overall staff maintenance. And second, it gives businesses the option to hire a highly qualified applicant, regardless of the geographical barriers in-between.
How is the Remote Working Helpful in The Accounting Industry?
There is no uncertainty over whether the remote working structure has given accounting the makeover it badly needed. Before the introduction of technology, there were several issues with the tasks that accountants needed to handle. From errors to time-consumption to the tasks being tedious, many areas had room for improvement. What are the positives of the cloud entering the accounting industry? Let’s discuss this in detail.
Environment and Efficiency Goes Hand in Hand
The cloud is not just some technology that presents competence in the bookkeeping process. Of course, making entries on the substantial ledgers, keeping the sheets, and jotting the whole thing down is a massive deal for accounting companies. With cloud-based services and applications, firms have not only enjoyed a time-saving day-to-day course but have also observed a substantial decrease in errors. Apart from these benefits, using technology to handle accountancy functions has made the process much more straightforward and efficient than before.
Helping the Modern Accountant Be
The firms that have gone global are international, but the modern accountant has also followed suit. Unlike the olden days, where accountants would pay regular visits to their client’s offices and run them through their accounts and bills, today’s professionals can do it all sitting in their own office or at home. This saves both the client and the accountant and enables the accountant to offer his services to a broader range of clients. Also, during remote working, that becomes possible due to digital technology, accountants can work through flexible hours. They can also be available beyond the conventional 9 to 5, which can significantly increase their clientele.
Tax Filing Errors Reduced Considerably
Tax filing season is challenging for many corporate owners and for their auditors too. The culprit is hastily handled fiscal records. The cloud-based accounting structures do most heavy-lifting themselves, allowing bookkeepers to have a smooth-running tax period. With everything suitably documented, in one place, the chances of accountants misplacing out on or overlooking a chargeable value are significantly decreased, which lets accountants and tax experts to precisely assemble reports and improve the chances of getting tax reductions, owing to the precision in reports.
Innovation in accounting has wholly affected the bookkeeping industry in more ways than we have discussed above. Anybody who has first-hand knowledge and experience working in the cloud will understand that cloud is not just a trend but also a requirement. Big or small, any company that needs to present a technological push in their development without spending a fortune can go for the cloud right away. Not only will accountancyfirms and accountants save time, effort, and money, they will also be able to get their work done efficiently and with minimal errors. This will also offer more convenience to their clients, so it is a win-win situation for all.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
As more and more businesses turn to the Net to produce sales, the need for specialists in digital marketing has never been higher. It is a fast-paced, developing business with many encounters and plenty of gains, including a possibly profitableincome.
If you have thought about swapping components and getting into the world of digital marketing, now is the best time to do it. And luckily, it is not essential to have a traditional marketing degree to get started, though some training will benefit you to get your foot in.
Create an Online Presence
When it comes to any job these days, in nearly any field, you may not be able to exist without an online existence. A potential employer will look on the internet first to know more about candidates. If they cannot find you, they will move to another person who has a curated image.
Know the Latest Trends
Digital marketing is the sort of career that keeps changing and is always on the move. If you choose it as a career, you must keep up with the latest trends.
This industry’s needs keep changing over time, so if you tumble behind, someone else will be there, ready to take your place.
Appear on virtual seminars, attend online classes, and do whatever it takes to stay ahead of the game rather than just trying to keep up with it.
Get Creative
Digital marketing permits you to get creative in a diversity of ways. Sure, some systems and procedures have been standardized for specific requests, but there is always room to add your talent to plans, making them unique and creative.
Digital marketing is constructed on originality and creativity. Therefore if you come up with the idea that you think can work, give it a shot. Because the more creative you are, the more chances to be noticed.
Get Out There
It’s vital to have your name out there, and the best way to do it is through networking. This way, people will remember you and give you great contacts to help you through your career. One person can know where you can get specific training while another may lead to a fantastic job. This way, you will learn from their understanding and experience and gain a list of specialists you can use to bring together a great team.
Create a Winning Resume
Before applying for jobs, be sure to create a dynamic resume that speaks how valuable your skills truly are. You’ll find many different types of resumes and don’t limit yourself to just one, particularly when you wish to work in a creative industry such as digital marketing.
Be Prepared for Entry-Level Jobs
No one starts at the top in any career, no matter their skills, training, and experience. You cannot get the job you wish instantly, but that doesn’t mean you can’t get there if you don’t work hard.
You may start as an associate, or maybe as a junior digital marketer, but until you prove that you can take on responsibilities and are willing to work hard to succeed in your chosen career path. The most important thing is to get your foot in the door. As you gain experience, you can work towards higher positions with more responsibility and challenges.
Conclusion
Digital marketing can be a rewardingcareer, and most in the field enjoy the work. Knowing what it entails and understanding all the factors will help you become a successful digital marketing expert. These skills also come in handy if you start your own small business.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud-hosted desktop where their entire team and tax accountant may access the QuickBooks™️ file, critical financial documents, and back-office tools in an efficient and secure environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
