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client resources​​​

Resource Topics

  • Accounting


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    For some organizations, turning over vital business functions, such as accounting, to a third party can seem daunting. Executives need to be well informed about outsourcing arrangements and processes in order to truly recognize the value and benefits of hiring third party experts to manage day-to-day functions. Learn more about why accounting outsourcing is a smart and efficient solution.
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  • Audit


    Learn more about Audits, Reviews and Compliations.

    Questions an Audit Committee Might Ask During an Audit Planning Meeting
    Helpful list of questions an audit committee might ask during an audit planning meeting.
    Helpful list of questions an audit committee might ask after an audit.

    Useful resources and tools for plan sponsors and management to more fully understand audit, accounting and regulatory matters impacting EBPs.

    Need to hire an audit or tax firm? Not sure what to include in the Request for Proposals (RFP) for the work? This sample RFP should help.​​
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  • Employee Benefit Plans

    ​EBP Audit Resource Center​
    Useful resources and tools for plan sponsors and management to more fully understand audit, accounting and regulatory matters impacting EBPs.

    ​Health Care Reform Resources (HCR)
    Also known as the Patient Protection & Affordable Care Act (PPACA).

    403(b) Plan Resource Center
    Tools and resources to help you further understand 403(b) plan rules.​

    EBP Fall 2012 Newsletter

    EBP Spring 2013 Update

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  • Human Resources


    ​Pink Slips With Less Pain​

    ​Most employee-employer relationships begin with great expectations and equally good intentions. But that’s not always enough. What’s the best way to approach “the talk"? Patricia Williams, a Raffa HR expert, was interviewed for this article in Associations Now.​​
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    Human Resources (HR) outsourcing can address some of the staffing and skill- related problems that plague small and budget-strapped nonprofits. For these organizations, staffing an HR department with the right combination of full-time employees who have the right expertise can be a tall order. As a result, these organizations’ HR departments may suffer from a dearth of employees or critical skill gaps. Read this article by Raffa partner, Simone Putnam, published in Nonprofit Quarterly.​

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  • Tax


    Raffa's Online Tax Guide​ is a searchable resource for clients looking for specific information on taxes, estate planning, real estate, investing, charitable giving and more.​

    The fiscal cliff has been averted and the American Taxpayer Relief Act of 2012 has passed in congress and been signed by the President. What does it mean for you?

    Partners, S-corporation Shareholders and Beneficiaries - K-1 Codes and Instructions
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  • Technology


    Managing Your Organization's Key Systems - In The Cloud​

    Companies and organizations are discovering some of the benefits of cloud-based services, such as Google Apps, Salesforce, and Dropbox. Raffa is seeing a significant increase in the demand for Cloud solutions that meet our clients' needs. Raffa has been providing Cloud solutions for over 10 years. If you are not sure if cloud services are right for you and your organization, read about these Ten Benefits of Implementing Cloud-Based Applications​​.
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    Raffa and Intacct can help improve your financial operations, financial reporting, and even your project accounting. Reduce your manual effort, improve reporting, increase productivity, provide better visibility to your financials, and substantially protect the security of your ERP system when you move to this best of breed Cloud solution. Learn more about Intacct's Cloud Financial Systems Solutions with these resources.

    Microsoft Dynamics GP (Great Plains)​

    For more than 25 years, Microsoft Dynamics GP has delivered the functionality, performance, and ease of use that power diverse businesses around the world. From financials and human resource management to manufacturing and operations, Microsoft Dynamics GP brings people and systems together to help you run your business more efficiently. Learn more about Microsoft Dynamics GP​.


    Utilize tools from Microsoft that allow you to take the everyday operational activity tasks you perform in day-to-day project management and turn them into the catalyst used to drive Financial tracking and Decision Making information. Learn more about Microsoft Dynamics SL​.​

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