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Client Resources

At BMWL, we believe that empowering nonprofit leaders with knowledge is just as essential as delivering the highest caliber of accounting services available to nonprofit organizations in the United States. That’s why, in addition to the extensive professional services available to the nonprofit community, clients of BMWL receive exclusive, complimentary access to our proprietary suite of educational resources and learning opportunities. Each resource is thoughtfully developed by our team specifically for nonprofit organizations, reflecting our deep understanding of the sector’s unique challenges.

Our commitment to education is one of the key ways BMWL stands apart from other accounting firms. Our team actively monitors the nonprofit landscape for emerging trends, regulatory shifts, and other developments that may impact nonprofit organizations. When relevant information arises, we translate it and deliver it to our clients in our signature style: concise, complete, practical, and written in plain language. Every resource we share is one-of-a-kind, created with the sole purpose of helping nonprofit leaders oversee their organizations with confidence and clarity.

Explore Our Resource and Educational Offerings For Clients

  • These in-depth articles provide perspective on timeless issues impacting nonprofits and their leaders. You can find our archive of past articles on our website’s News & Resources page.

  • These timely email alerts convey important developments, such as IRS announcements and legislative changes affecting nonprofit organizations. You can access our archive of past Alerts on our website’s News & Resources page.

  • At no cost, we provide our clients with a collection of books that address key issues impacting nonprofit organizations. These practical, easy-to-read resources have been used by hundreds of nonprofit leaders to strengthen their organizations and improve performance. While these books are available for purchase by non-clients on Amazon.com, BMWL clients receive them entirely free of charge as part of our commitment to supporting their success. Our current titles include:

    If you're a BMWL client and would like complimentary copies of any of these titles, simply fill out the request form here. We'll be happy to send them your way.

  • We offer a continually expanding collection of sample policies, whitepapers, and other practical resources designed to help nonprofit leaders effectively administer their organization. These resources are complimentary to clients of our firm upon request, as part of our commitment to supporting effective governance, financial oversight, and strategic decision-making.

    If you’re a BMWL client and would like complimentary copies of any of our sample policies, whitepapers, and other resources, simply fill out the request form here. We’ll be happy to send them your way.

  • In addition to the array of books and other resources we provide to our clients at no charge, we offer a variety of educational events designed to help organizations stay current with important trends and developments affecting their financial operations and compliance. While these events are hosted periodically, we also provide customized training on these topics to clients of our firm upon request (an additional fee may apply). Current offerings include:

    • In-person executive briefings on major new developments affecting an organization’s financial operations or compliance

    • In-person executive briefings for client CEOs, CFOs, and other leaders on matters related to financial oversight and compliance

    • Board and finance committee educational sessions on board governance, financial oversight, and risk management

    • CFO and finance staff training on the fundamentals of:

      • Budgeting

      • Internal and external financial reporting

      • Audits, accreditation, and other accountability measures

      • Managing financial health and liquidity

      • Investment management

      • Negotiating and managing debt

      • Compensation planning

      • Planned and deferred giving

      • Governing documents and policies

      • Tax compliance

      • Internal control

      • Insurance coverages

      • Risk management

    • Web briefings

    • Regional briefings on new developments and compliance

    • National conferences

    • National external speaking engagements

    You can learn more about upcoming BMWL events here.

To view and request the various resources available to BMWL clients, please visit our News & Resources page!

Learn More

Every member of the team we've interacted with at BMWL is professional and knowledgeable. We're reassured to have such a trusted resource for tax/legislative compliance and to keep us informed on all pertinent nonprofit accounting updates. - Chief Financial Officer • The Master's Academy