A smooth audit starts well before the fieldwork begins. Use this checklist to get your books, records, and team ready, and to avoid last-minute scrambles.
How to Prepare for a Successful Financial Statement Audit
If audit season makes you groan, you’re not alone. The word “audit” carries a lot of baggage, but a well-planned audit can be one of the most useful things that happens to your organization all year. Here is a practical guide to preparing, drawn from a GGFOA presentation on getting audit-ready.
Client Accounting Services: Finance Support Without the Overhead
Most growing businesses reach a point where the books can no longer be a side task. You’re up late reconciling accounts, a part-time bookkeeper is stretched thin, and nobody is sure whether the numbers are right until tax season. Client Accounting Services (CAS) exists for this moment.
Staying Ahead of GASB 87 & 96: Let Us Help Manage the Details
Lease and subscription arrangements can be easy to overlook—but keeping an accurate, up-to-date listing of lease and subscription liabilities is an important part of maintaining reliable financial records.
Our firm offers a nonattest service designed to help governmental clients stay organized and keep pace with the requirements of GASB 87, Leases, and GASB 96, Subscription-Based Information Technology Arrangements (SBITAs).
Non-profits: Guide to reporting in-kind donations
Securing in-kind donations is vital for any non-profit or charitable organization, but just as important is accounting for them properly. In June 2020, the Financial Accounting Standards Board introduced changes to the General Accepted Accounting Principles (GAAP) for documenting and presenting the value of in-kind donations in financial statements. This article provides an overview of the changes and what you need to know.
The October 15th Deadline: A Good Time to Get Ahead for Next Year or the Last Chance to Maintain Compliance
As the 2026 calendar closes in on the October 15th deadline, many plan administrators are unsure if their employee benefit plan requires an audit. Our team can help you determine if your plan requires an audit or if your plan is approaching the audit threshold for the first time. With this knowledge, we can either act quickly and efficiently to ensure your audit is completed before the October 15th deadline or work with you to ensure you are properly prepared for your first audit in 2027.
Does Your Georgia Nonprofit Need Reviewed or Audited Financial Statements for State Registration?
If your organization solicits or accepts donations in Georgia, there’s a good chance you have a registration requirement you may not know about — and a reporting obligation that scales with how much your nonprofit brings in.
Here’s what Georgia nonprofits need to know.
Rushton Recognized Among the Nation’s Top Accounting Firms by Inside Public Accounting
Rushton Recognized Among the Nation’s Top Accounting Firms by Inside Public Accounting
Elisabeth Baldwin named Managing Partner of Rushton Wealth Management
Rushton names Elisabeth Baldwin Managing Partner of Rushton Wealth Management
A quick guide on how to scan documents with your phone
Individual Tax Organizer through SafeSend Gather
Individual Tax Organizer through SafeSend Gather
Hello,
We are excited to announce that your Income Tax Organizers and Engagement Letters will be delivered electronically via SafeSend Gather in the next week or two! The new system is part of SafeSend, the same system that you have been using to review, electronically sign, and download copies of your returns. It’s more intuitive, easier to navigate, and will make it simpler for our staff to access and organize your documents in real-time.
If you have entity returns that we prepare, you will receive your engagement letter and document request with an upload link via SafeSend Gather soon as well. You will receive separate emails for your individual return and each entity return.
This will replace the NetClient CS portal that you may have previously accessed through the www.rushton.cpa website. You will have access to the old NetClient portal until May 1, 2025 to download any documents you may have stored there, but please do NOT upload any new documents to the old portal. To access the old NetClient portal, got to https://www.rushton.cpa//new-client-access and scroll down until you see the NetClient Access Portal login.
Implementing SafeSend Gather will allow us to complete the tax return preparation and delivery process in a completely paperless and secure manner from start to finish.
- You will receive an email from Rushton at noreply@safesendreturns.com. Add this email to your safe list to prevent it from being categorized as spam or junk.
- If you do not see an email from Rushton at noreply@safesendreturns.com, please check your Spam or Junk Folder.
- For the best experience, we recommend using Google Chrome.
- Please save a copy of the email from noreply@safesendreturns.com to access your tax organizer in the future.
Once you have gained access to your tax organizer you will be able to:
- Electronically sign your Engagement Letter and other forms requiring signature
- Answer your Questionnaire
- Fill out your Organizer for Individual Returns
- Upload Source Documents
The benefits of sending your tax organizer electronically include:
- Increased security around the sharing of your confidential tax documents
- Improved efficiency in sharing documents with your preparer
- Simultaneous access to the same tax documents – you will retain a copy of all information you provide us through the software, which means you will not have to wait for us to process and return any documents to you that you may need as we complete your tax return.
The following short video and guide will walk you through the organizer experience.
If you have any questions, please feel free to contact your preparer.
Audit Readiness Checklist: 9 Steps to Prepare Before Your Auditors Arrive
A smooth audit starts well before the fieldwork begins. Use this checklist to get your books, records, and team ready, and to avoid last-minute scrambles.
How to Prepare for a Successful Financial Statement Audit
If audit season makes you groan, you’re not alone. The word “audit” carries a lot of baggage, but a well-planned audit can be one of the most useful things that happens to your organization all year. Here is a practical guide to preparing, drawn from a GGFOA presentation on getting audit-ready.
Client Accounting Services: Finance Support Without the Overhead
Most growing businesses reach a point where the books can no longer be a side task. You’re up late reconciling accounts, a part-time bookkeeper is stretched thin, and nobody is sure whether the numbers are right until tax season. Client Accounting Services (CAS) exists for this moment.
Staying Ahead of GASB 87 & 96: Let Us Help Manage the Details
Lease and subscription arrangements can be easy to overlook—but keeping an accurate, up-to-date listing of lease and subscription liabilities is an important part of maintaining reliable financial records.
Our firm offers a nonattest service designed to help governmental clients stay organized and keep pace with the requirements of GASB 87, Leases, and GASB 96, Subscription-Based Information Technology Arrangements (SBITAs).
Non-profits: Guide to reporting in-kind donations
Securing in-kind donations is vital for any non-profit or charitable organization, but just as important is accounting for them properly. In June 2020, the Financial Accounting Standards Board introduced changes to the General Accepted Accounting Principles (GAAP) for documenting and presenting the value of in-kind donations in financial statements. This article provides an overview of the changes and what you need to know.
The October 15th Deadline: A Good Time to Get Ahead for Next Year or the Last Chance to Maintain Compliance
As the 2026 calendar closes in on the October 15th deadline, many plan administrators are unsure if their employee benefit plan requires an audit. Our team can help you determine if your plan requires an audit or if your plan is approaching the audit threshold for the first time. With this knowledge, we can either act quickly and efficiently to ensure your audit is completed before the October 15th deadline or work with you to ensure you are properly prepared for your first audit in 2027.
Does Your Georgia Nonprofit Need Reviewed or Audited Financial Statements for State Registration?
If your organization solicits or accepts donations in Georgia, there’s a good chance you have a registration requirement you may not know about — and a reporting obligation that scales with how much your nonprofit brings in.
Here’s what Georgia nonprofits need to know.
Rushton Recognized Among the Nation’s Top Accounting Firms by Inside Public Accounting
Rushton Recognized Among the Nation’s Top Accounting Firms by Inside Public Accounting
Elisabeth Baldwin named Managing Partner of Rushton Wealth Management
Rushton names Elisabeth Baldwin Managing Partner of Rushton Wealth Management