Defining OUR WHY: "After much discussion and brainstorming, we always came back to the same theme, YOU MATTER!"
It was a strategic planning kind of year for Blue Fox. Our virtual Team met up IRL in New Orleans to strategize about how we can continue to best serve our clients. (ICYMI, we provide outsourced accounting services for nonprofits and social enterprises, along with payroll processing, tax preparation, HR guidance and financial consulting.)
We learned a lot moving through this process and thought you might find some use in a peek behind the curtain... so here's how it all unfolded. We kicked off strategic planning by watching Simon Sinek's Ted Talk, Start With Why.
Inspired, we set out to define OUR WHY.
After much discussion and brainstorming, we always came back to the same theme: YOU MATTER!
Powerful, right?! And so true.
If you've ever talked to our CEO, Chantal Sheehan, or any one of our our foxtastic team members, then you already understand OUR WHY; there's no doubt we make you feel like YOU MATTER!. This theme has been at the core of Blue Fox from day one. It's only now that we recognize it's actually our explicit reason for being.
"We are building a company that lives and breathes YOU MATTER everyday. We did it instinctively and naturally because we consistently show up as caring, authentic humans serving other humans. Now that we recognize that driving force, we plan to be intentional and use it to inform our strategic initiatives."
Our squad at Blue Fox created this comprehensive checklist to help your team prepare for a smooth audit process. We encourage you think about the audit as a proactive management tool (not a huge thorn in your side).
The auditor’s findings will in fact provide actionable insights on how to improve your back office and financial management practices. Bonus: implement the advice on our checklist and become a better financial steward even before the audit starts. (Your donors will like the sound of that!)
Do All Nonprofits Require An Audit?
But, is it required? The answer is more complicated than yes or no. According to the Council of Nonprofits, there are "circumstances that may trigger the requirement for an independent audit." Click here for that full article.
For further questions, feel free to contact our team of nonprofit financial gurus. We can help your organization get sorted year-round and in the event that your nonprofit is being audited. We cheerfully serve our clients with customized financial and back office services ranging from standard bookkeeping and accounting, payroll and tax, to coaching and consulting, to comprehensive virtual CFO services.
Blue Fox is seeking nonprofits and social enterprise organizations that are interested in taking their back office operations and financial stewardship to the next level. As our Ideal Client, you will be responsible for putting your trust in Blue Fox to seamlessly manage your day-to-day financial operations and provide you with expert level financial guidance. Periodic virtual coffee breaks together are encouraged. :)
WE ARE SEEKING:
- U.S. based nonprofits and social enterprises (B-Corps, C-Corps, S-Corps, or 501(c)(3)s only)
- Established organizations with an annual budget of $5M or less
- A staff of 50 employees or less
- Missions that matter, especially missions related to conservation and environmental stewardship
- Inclusive teams with a commitment to DEI
- Technology lovers looking to work smarter and create efficiencies across the back office
- Organizations that invest in professional development for their team (people matter!)
- QuickBooks Online users
KEY PERSONALITY TRAITS FOR SUCCESS
- Kindness and honesty are non-negotiable
- Life-long learners committed to developing their financial capacity
- Ability to ask for help when needed (it’s okay, we’ve got you!)
- Sense of humor (it’s just accounting – not life or death!)
- No drama Mamas (and we do like working with guys, too, of course!)
- Driven by COMMON SENSE
The Ideal Client position requires is 1-2 hour/month (wow, that’s way less than you spend on your books now)! Client on-boarding may require 3-5 hours/week for a 4-week time period. After that, Blue Fox will manage your financial back office so you can focus on program development, fundraising, marketing and making positive contributions in the community you serve.
THE APPLICATION PROCESS:
Complete this form to schedule a complimentary consultation so we can discuss you needs.
While you're here, meet some of our clients, the Changemakers of Today! We think you'll enjoy what they have to say about our Blue Fox team.
About Blue Fox: Our team provides customized financial and back-office services for social impact organizations. Services range from standard bookkeeping and payroll services to coaching and consulting, to comprehensive virtual CFO services. Our mission is to disrupt the traditional accounting model through technology, innovation, and a radically client-focused approach that truly empowers nonprofits and social enterprises. For more information call (321) 233-3311, email email@example.com, and visit www.yourbluefox.com.
Welcome to the Blue Fox Blog! A fairly entertaining source of info and news related to our company, nonprofits, social sector trends, and, of course, accounting. Enjoy!
How "Small" Payroll Mistakes Cause Multi-Year S#!t Storms for Nonprofits
Behind the Scenes, New Client Onboarding Call
When to Hire a Tax Professional - 10 Factors to Consider
40+ Ideas to Light a Fundraising Fire Under Your Nonprofit Board Members
Why Outsource Your Nonprofit Accounting to Blue Fox? Ask One of Our Newest Clients
Client CASE STUDY: One of The Most Financially Sustainable Nonprofit Orgs We Know
The Magical Nonprofit Financial Ratio Matrix
10 Reasons to Outsource Your Nonprofit Accounting
How to Make Your Nonprofit Recession-Proof
How to Engage Your Board of Directors in Financial Conversations
QB Tip of the Month: How to Use Classes for Painless Grant Writing
When to Hire an Accountant for Your Social Impact Org
Are You Paying Too Much for Payroll?
Blue Fox Earns Better Business Bureau Accreditation
Blue Fox Launches Protected By Logo
Blue Fox - The Origin Story
Blue Fox Foundation
For Social Enterprises