228: Nonprofit Finance: Balancing Passion, Compliance, and Impact with Shane Rowley

Summary

Episode Summary: Nonprofit Finance – Balancing Passion, Compliance, and Impact with Shane Rowley

Podcast: What the Fundraising
Host: Mallory Erickson
Guest: Shane Rowley, CEO and Founder of Nimble
Release Date: February 25, 2025
Duration: Approximately 26 minutes

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Introduction

In Episode 228 of What the Fundraising, host Mallory Erickson welcomes Shane Rowley, the CEO and Founder of Nimble, an outsourced accounting firm catering to small businesses and nonprofits. Mallory shares her personal positive experience with Nimble, highlighting Shane's exceptional support during a challenging financial situation. She emphasizes the importance of trusted financial partners in the nonprofit sector, setting the stage for an insightful conversation on managing nonprofit finances effectively.

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The Cost of Self-Reliance in Nonprofit Finance

Shane Rowley opens the discussion by addressing the prevalent mindset among nonprofit leaders who believe they can manage all aspects of their organization, including finance, without professional help:

"We are self starters. We have this like mantra like we can do anything, which I think is beautiful. It's why we're successful in what we do. But I think the question to ask is, what is the cost of doing that? We're not just talking like a monetary cost."
– Shane Rowley [00:32]

Shane explains that many nonprofits start with a strong vision and mission but often lack the financial expertise necessary to sustain their operations. This self-reliant approach can lead to significant challenges, such as inconsistent bookkeeping, turnover in financial positions, and outdated financial systems. These issues not only create operational inefficiencies but also cause anxiety among board members concerned about compliance and fiscal responsibility.

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Empowerment Through Financial Partnerships

Mallory echoes Shane's sentiments, sharing her struggle with understanding nonprofit finances and the relief she found in partnering with Nimble. She highlights how having a reliable financial partner transforms numbers from daunting obstacles into empowering tools for storytelling and strategic decision-making:

"Having a great financial partner is that the numbers and the like can start to become empowering. [...] You can start to storytell around them. And as a fundraiser, that can become really empowering and really helpful."
– Mallory Erickson [15:41]

Shane builds on this by emphasizing the importance of aligning financial data with the organization's mission to ensure authenticity and integrity in fundraising efforts:

"The authenticity, the validity, the integrity of everything you're doing is really at stake."
– Shane Rowley [16:43]

He further explains how accurate and transparent financial reporting can enhance credibility with donors and stakeholders, making fundraising efforts more effective.

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Practical Steps for Managing Nonprofit Finances

The conversation delves into actionable advice for nonprofit leaders to better manage their finances. Shane outlines a three-phase approach:

1. Understanding the Past:

   "The best predictor of the future is the past. And so if we're not happy with how things are moving in the past, well they're just going to continue that way unless we disrupt it in some way."
   – Shane Rowley [21:05]

2. Analyzing the Present:
   Reviewing current financial statements and assessing the organization's financial health.

3. Planning for the Future:
   Forecasting and budgeting based on desired outcomes and ensuring that financial strategies support the mission.

Mallory adds that this structured approach allows nonprofits to make informed, data-driven decisions, facilitating agility and responsiveness to changing circumstances:

"We need other data inputs to help us see the big picture."
– Mallory Erickson [18:37]

Shane reinforces the necessity of integrating financial expertise with operational knowledge to foster scalability and sustainability:

"We have to marry that information together and add a voice with it and reason and just a sounding board and then everything can kind of just accelerate from there."
– Shane Rowley [20:21]

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Addressing Common Financial Challenges

Shane identifies common pitfalls nonprofits face, such as:

• Inexperienced Financial Roles:
  Many nonprofits appoint board members or volunteers with limited financial expertise, leading to high turnover and inconsistent financial management.

• Outdated Systems:
  Nonprofits often rely on antiquated financial systems that hinder efficiency and accuracy.

• Compliance Concerns:
  As organizations grow, the complexity of financial compliance increases, necessitating professional support to navigate audits and tax filings.

He draws a parallel between the fear of managing finances and his personal fear of dental visits, illustrating the transformative impact of having a dedicated and supportive financial partner:

"That's exactly what we want to do. We want to take these amazing board members and board of directors that have this amazing vision and not for profits and be with them in that."
– Shane Rowley [09:16]

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Maximizing the Value of Financial Data

Shane discusses how accurate and insightful financial data can drive strategic fundraising and operational decisions. By presenting financials that align with the organization's mission, nonprofits can enhance their credibility and attract more support:

"We can tell you what's going on and see trends, see analysis, see impact, and then add in the heart of the founders or board of directors."
– Shane Rowley [17:02]

Mallory emphasizes that understanding financial trends enables nonprofits to identify cost overruns and inefficiencies that may impede their mission delivery:

"It's like I'm just out there buying farm supplies and I never noticed how much that cost. And you sort of have to look at all the data of those numbers together to realize like, hey, something's going on here."
– Mallory Erickson [17:57]

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Affordable Access to Financial Expertise

Addressing concerns about the affordability of professional financial services, Shane highlights how advancements in technology have made outsourcing more cost-effective:

"The cost today with the technology is so much more affordable than it's ever been."
– Shane Rowley [23:14]

He encourages nonprofits to consider outsourcing their financial management to ensure accuracy, reliability, and scalability, which ultimately frees them to focus on their mission:

"It's so affordable now. [...] We're pretty shocked if anybody can do it in house for cheaper than our service just because of what we can do on the back end with technology."
– Shane Rowley [23:21]

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Conclusion and Takeaways

Shane and Mallory conclude by reiterating the importance of partnering with trusted financial experts to enhance nonprofit sustainability and impact. Shane invites listeners to connect with Nimble through their website or LinkedIn for personalized financial support.

Mallory wraps up the episode by encouraging listeners to apply the insights shared, highlighting the transformative potential of effective financial management in achieving fundraising and organizational goals.

Key Takeaways:

• Evaluate the true cost of managing finances in-house versus outsourcing.
• Implement a structured approach to understand past financial performance, analyze present conditions, and plan for the future.
• Leverage accurate financial data to enhance storytelling and strategic decision-making in fundraising.
• Consider the affordability and benefits of partnering with specialized financial firms like Nimble to ensure compliance and scalability.

For more resources and to connect with Shane Rowley, visit TrustNimble.com or find Shane on LinkedIn.

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Additional Resources:

• Visit MalloryErickson.com/Podcast for top tips, tools, full transcripts, quotes, videos, and more.
• Join Mallory's free webinar on March 11th at 2:00pm EST with GiveButter to learn how to create belonging-first fundraising events.

Transcript

[Mallory]

Hey, it's Mallory. If you want to plan fundraising events that actually build connection, not just transactions, then you need to join me and give butter for this free webinar. On March 11th at 2:00pm Eastern Standard Time, we're breaking down how to create belonging first events that inspire your community and raise more money. Grab your spot [e-mail] Mallory.

[Shane Rowley]

We are self starters.

We have this like mantra like we can do anything, which is I think it's beautiful. It's why we're successful in what we do.

But I think the question to ask is like, what is the cost of doing that? We're not just talking like a monetary cost.

We're talking about like, I didn't start.

A business to be pulled into accounting and taxes. Like, that's not why people start businesses.

Like, so I can go learn that and do it myself.

They start a not for profit or.

A business because there's something driving them.

There's a vision, there's ambition, and that's.

What we want to capture.

[Mallory]

Hey, my name is Mallory and I'm obsessed with helping leaders in the nonprofit space raise money and run their organizations differently. What the Fundraising is a space for real and raw conversations to both challenge and inspire you. Not too long ago, I was in your shoes. Uncomfortable with fundraising and unsure of my place in this sector. It it wasn't until I started to listen to other experts outside of the fundraising space that I was able to shift my mindset and ultimately shift the way I show up as a leader. This podcast is my way of blending professional and personal development so we, as a collective inside the nonprofit sector can feel good about the work we are doing. Join me every week as I interview some of the brightest minds in the personal and professional development space to help you fundamentally change the way you lead and fundraise. I hope you enjoy this episode. So let's dive in.

Welcome everyone. I am so excited to be here today with Shane Rowley. Shane, welcome to what the fundraising.

[Shane Rowley]

Thank you, Mallory.

It's an honor to be here with you.

[Mallory]

I'm really excited for our conversation today. So I'm going to let Shane introduce himself in a second and give you a little background about him. But I need to give a little caveat to this conversation. So Shane is the CEO and founder, I believe, of Nimble. They are my like accounting and tax company actually fairly recently, but I have had like such an amazingly wonderful experience with them and was just in sort of a complicated situation recently where Shane himself ended up coming on the call with his Team spending like an hour with me in a situation that I was really confused by. And I just felt so incredibly, like taken care of and seen you were so patient with me. You were like just such a good sort of like teacher and partner. And I've just, honestly, I've been in business for a long time. I've run non profits for a long time. I don't know if I've ever been like, treated so well by like a partner in that way, you know, and so I was just so grateful and I was like, I need you to come on the podcast because I need people to get to know you. I need people to get to know Nimble because I think especially in nonprofit work, it's so hard to find, like, who are going to be those trusted partners who are, who are going to really sort of like, understand where you're at and be with you in the process. So why don't you give a little background to you and sort of what brought you to creating Nimble and then we can go from there.

[Shane Rowley]

You're making me blush.

Mallory.

Thank you for what you shared.

But yeah, I'm the co founder and president of Nimble. We are an outsourced accounting team for small businesses. So everybody from not for profits to other tech and SaaS companies as well.

And really what our mission is is.

To be with people like Mallory, people that are going through this part of.

Starting a business or having different things.

Go on in their business and helping them and be their financial partner. And so I love what Mallory shared. Like what she experienced is exactly what we desire for others to experience. And that's for them to feel like they have a partner, a financial partner in this relationship.

Just like Mallory.

I've been in that same situation before from an entrepreneurial side, been a CEO.

Of other companies or a CFO of companies.

And the biggest fear is like, what we don't know. And so really helping and understand what people don't know, what to look for, what to see and what can actually can't transpire if we do get the right information out in front of them.

[Mallory]

You know, that's such a good way of sort of putting it because I think when it comes to a lot of people end up in the nonprofit sector, not from CFO background or finance background. Right. But from caring deeply about a cause or an issue that got them involved either starting their organization or working for an organization. And so, you know, when I first went interim ed role, the financial piece was by far like the biggest black box for me. And where I held a lot of fear and a lot of like, I don't even know what I don't know sort of in terms of what's coming next. And I luckily had really great board members who helped walk me through that. But I feel like I also experienced a lot of providers who were kind of like, impatient with me around what I didn't know, and it led to avoidance, if I'm totally honest, around really, I think deeply understanding some of my financials because I felt stupid or I felt like I just didn't get it. And I think what I appreciated so much about that moment with you and the reason why I want to have this conversation is because I think there are a lot of nonprofits in that scenario, and maybe they haven't sort of tackled the finance side of their organization or looked too closely at certain things because they haven't found the right partners or people to be able to do that with. And so I'm curious, from your experience working with nonprofits, like, when you first start to help them understand a little bit more about what's happening inside their organization, what are there any patterns that you see in terms of like, okay, yeah, nonprofits, it's helpful to realize, like, kind of these three things, perhaps as you're thinking about your finances, because you're noticing that most people, when they come to you, maybe haven't thought about those things yet.

[Shane Rowley]

Yeah, there's a lot there. Primarily, like, I think you nailed a little bit.

What we see in the not for profits world is like, we see committed people, passion, mission oriented, looking to help others drive forward this mission.

And then there's this, like, finance and compliance piece.

And it's like, oh, yeah, that part. And it's like, I don't want to deal with that.

Sometimes do it sometimes where the funds are tight. And so it's like, hey, we'll get.

A bookkeeper in, and that bookkeeper may turn over a few times. And you never really get exactly what you're looking for. After a certain size, you start needing audits done or more complex tax filings. We've graduated from the postcard or the 990 easy to a full 990 with audits or different grants or different things going on. And it's like everything kind of gets a little bit more complex and the.

Board starts getting a little bit nervous.

Like, hey, do we have what we need?

Accounting salaries are going up.

And so everybody's worried about, can we get the right qualified people to do this and have it be mission Oriented.

And are they going to stay around for a long time?

And so the biggest challenge that we.

Typically see when we work with not.

For Profits are they typically have had some level of treasure that was a tokenized role given to someone with no.

Finance or accounting background.

Eventually they hire some people.

A lot of turnover happens. Systems and processes are very antiquated.

And so they're 20 years behind where we are today in 2025. And so people just feel, like, lost, frankly. And it's like, hey, we have this vision and this mission we're driving towards. And, like, I just need someone, a.

Financial partner, someone that can, like, get.

This back on track.

And so that's really what we look to do.

Like, I've had my own experiences, like, in life where, like, a great example is, like, I remember having a bunch of teeth problems. This sounds like a silly example, but it's me revealing a little bit. And, like, I was scared to death to go to the dentist because I was afraid of, like, what they were going to tell me and tell me everything's, like, a mess and needs all this, all these changes.

And I still remember that very first visit.

I finally went in and this hygienist.

Just, like, took me by the arm.

And was just like, we're going to take care of you.

Like, doesn't matter. We're here for you.

We're going to walk you through it. And just, like, gave me this comfort where, like, I love going to dentist now.

Like, everybody hates going to this.

Like, I love it. Like, they literally just showed me this experience that, like, I.

They, yeah, there may be some pain, I may have a root canal. And some things that are going to.

Have to happen, but, like, they're like.

We'Re going to get you through it and we're going to be right here by your side.

And I thought about nimble and I'm like, that's exactly what we want to do. We want to take these amazing board.

Members and board of directors that have this amazing vision and not for profits.

And be with them in that and.

Let them know that, hey, on the financial side, like, doesn't matter how messy.

It is, how messed up things are, or how complex it is, we're going to be with them through there. So I don't know if I exactly.

Answered your question there around the top three big things everybody should be looking.

At, but what I really do think it comes down to is, like, in order to properly execute on our vision.

And mission that we have in these not for profits, we need to have.

Comfort and just peace of mind that the compliance on the back end is appropriate.

[Mallory]

Hey, it's Mallory. Can we be honest? I get the whole get rid of the gala energy, but the thing is, ditching a fundraising event tells me the way you have been running them might have been shortsighted. Fundraising events aren't just about raising money. They're about building relationships that sustainability sustain your mission long after the event is over. That's why I'm teaming up with GiveButter for a free webinar on March 11th at 2:00pm Eastern Standard Time. All about how to create belonging first events. We're talking real strategies to design experiences that connect people, deepen engagement, and yes, help you hit your fundraising goals too. If you want your next event to leave people feeling inspired and not burn out in the process, then sign up [e-mail] Mallory.

Okay, I think that's really helpful. And as somebody who has also had dental things, I really resonate with that story. And so I'm curious, like the dentist is actually like a really good example because I feel like with and tell me if I'm wrong or you've had a different experience. But I feel like when it comes to finance, I really hesitated to sort of go to a partner without feeling like I understood it all myself, right? I'm like, I should know this. I should. These books should be cleaner, like, this should be better. My data should be reconciled. Right before I felt like I could sort of go to the right partner and. But I think that was like a lot of limiting beliefs or assumptions I was making about kind of myself and my role. Whereas like I would never go to a dentist being like, I know exactly how to take care of this sensitivity problem that I'm experiencing. Experiencing, right? I would go to them and I would be like, I'm having this problem. You tell me what I need to do. You are the expert. But I feel like in non profit, so much of our, like, you know, we wear every hat and we are self taught in so many ways. And so we then build this belief that we should be able to do that for almost anything. And I did not know how to say like, actually Mallory, this thing you just need to go to the dentist for. And so I'm curious, like for folks who are maybe at that moment where they are feeling really overwhelmed and they're like, okay, am I ready to find a financial partner like nimble or bring on somebody, you know, in house, what are some of the questions they should be sort of like asking themselves to make that determination.

[Shane Rowley]

Yeah.

I mean, most of us, like, we are self starters.

We have this like mantra like we can do anything, which I think is beautiful. It's why we're successful in what we do.

But I think the question to ask is, like, what is the cost of doing that? We're not just talking like a monetary cost.

We're talking about like, I didn't start.

A business to be pulled into accounting and taxes. Like, that's not why people start businesses.

Like, so I can go learn that and do it myself.

They start a not for profit or.

A business because there's something driving them. There's a vision, there's ambition, and that's.

What we want to capture. Like, we don't want them in the accounting and taxes.

Like, there is such a cost that comes when they're stressed about notices from.

The IRS or from the state and.

Not knowing what to do and having anxiety over it. And it's preventing from clothes going out.

To these third world countries or whatever the organization envision is. It's a constraint.

And so that's really what it comes down to me is like, what is the cost?

We didn't start these businesses for accounting.

And taxes and all of these other things. It's about what we're actually doing.

[Mallory]

Yeah. And I'll just give a personal story and then we'll, we'll move to something more positive. But like, when, before I started working with you all, I was working with this accountant and CPA who, you know, was sort of like the least expensive version that I could find. And you know, I was small business and I was, it was all my own, you know, savings and stuff going into it. And so I was like, okay, like my job. And this is also my nonprofit upbringing. Right. And that scarcity mindset of like, find the least expensive way to do this thing. Mallory. And so that was my orientation and you know, okay, cool. That did not work out for a number of reasons, one of which, the moment I switched to you guys, your tax guy was like, hey, if you just do this one thing, you save $8,000 in taxes a year, like immediately, this tiny little thing. And that was like building on year over year over year. So I'm just sharing that because I think like, I, that is one mindset thing I wish I would have corrected or like addressed about myself in a nonprofit role a lot easier to your point, around the cost. Like, yes, the cost in terms of time and all those things, but also the cost in terms of like, what that sort of like Downstream financial cost is of making decisions at the start that are just focused on cost. And so I just want to sort of highlight that. But. But let's think about, like, the empowering side of the money too, because I think the other thing about having a great financial partner is that then the numbers and the like can start to become empowering. Right. Like, the cool thing about feeling like you have a partner who helps you really understand your numbers better is that you can start to storytell around them. And as a fundraiser, that can become really empowering and really helpful. And so can we talk about that? Like, once you clean up the teeth, like, what does that then allow organizations to start to do?

[Shane Rowley]

Yeah, and it's a little bit different in the not for profit world, but not much different than even the technology side or startup world.

But there is this point where it's like the numbers need to tell the story.

And, you know, especially in the. In the startup business world, like, if you go and sell your vision and.

What you're about to go create or.

You know, already created and what you're going to go do with money, at.

The end of the day, like, there's.

Going to be this due diligence period.

And if your numbers don't tell the same story that the CEO just pitched.

Like, there's going to be a disconnect.

And it's a huge red flag that takes place. And so it's the same in the not for profit. When we go out and say, hey, here's our numbers, here's the impact we're.

Having, here's what's actually going on. And they're like, oh, I love that. Like, love to see your financials and review those. And as a team, we'll look at.

This and look at what we can contribute, and if they don't see that same story that you're pitching, the fundraising.

Is going to be really difficult.

It just is.

The authenticity, the validity, the integrity of.

Everything you're doing is really at stake.

And so our purpose is, even without.

The vision and mission of a founder.

Sharing what they're doing.

Like, the financial Shativa story, like, I always say that, like, hey, send me over financials, send me over a tax.

Return, and I can.

We can read them like a book. Like, we can tell you what's going.

On and see trends, see analysis, see impact, and then like to add in the heart of the founders or board of directors, like, it just changes everything. It's what moves people to fundraise, in my opinion.

[Mallory]

Yeah. I mean, and I think it allows you to see like the forest sort of in a different way. Right. Like we're on the, on fulfilling on mission. And it's like. But there are certain things in the numbers where it's like, hey, this is cost you this year three times as much as it cost you last year. Like what's happening there. And I feel like some of those things that like when I in the weeds, we don't even notice. Right. It's like I'm just out there buying farm supplies and I never noticed that how much that cost. And you sort of have to look at all the data of those numbers together to realize like, hey, something's going on here. And this is really impacting your mission delivery or your scale plan in this way. Like let's talk about.

[Shane Rowley]

Yeah, I love what you're sharing when.

Like leading a not for profit.

We have to be stewards of those funds. And part of being stewards of that funds is being accountable to those funds. And so having those proper budgets set.

Up, you know, all those functional expenses.

Having them broken up into the different.

Categories, are we matching the budget, analyzing that as a board together and really making sure we're righteous stewards for those funds. And that's just going to allow us.

To impact what more we can do, in my opinion.

[Mallory]

Totally. And then we know it also allows us, I feel like to make educated decisions around pivot. Right. It's like we need to be nimble.

[Shane Rowley]

Haven't heard that one before, Mallory.

[Mallory]

No, but truly these are like change makers who our job is to correct, like is to address problems that haven't been solved before. If we knew exactly how to do that, we would have done it. So like if any entity needs to be able to iterate and make change, like data driven decisions on the fly, it is us. And so I feel like, because like our hearts are so tied to our work, which is critical for doing the work that we do, we need other data inputs to help us see the big picture.

[Shane Rowley]

Yeah.

And the data is I think one part of it too. I think adding a voice with it as well. I think some organizations, they have the.

Data but they don't know how to look at it, they don't know how to analyze it, they don't know how to see what questions they should be.

Asking and what decisions they should be.

Looking for, what solutions to be looking for. And so I think adding a partner, you know, I always say like part of our favorite conversations is like you're.

The expert in the operations, you know.

How to like deliver and achieve the mission that's being put out there.

What we are is the financial information and what happens. Those have to come together. And when those come together now we.

Got like financial operation decisions which really.

Increase from my opinion, like, and all.

The data like increases the scalability of what's the potential of what we can do.

From our side at Nimble, we will never understand fully like the operations like.

The way you do, like it's just different. You're in it day in and day out and we're in the financials day in and day out.

And so we have to marry that.

Information together and add a voice with it and reason and just a sounding board and then everything can kind of just accelerate from there.

[Mallory]

Okay, so for organizations who are listening to this, who maybe already have an accountant or, or they voluntold someone to be their accountant, they're doing a really good job at it. What are a few questions that they should be asking about their financials to help them understand them better?

[Shane Rowley]

Yeah, that's a great question.

I mean first, like do they have financial statements?

You know, can you, if they request a statement of financial position or their statement of activities or their statement of functional expenses, are those provided?

Can they be provided timely? Are they being closed each month?

Like that's the first piece of the data.

The best predictor of the future is the past.

And so if we're not happy with.

Like how things are moving in the.

Past, well they're just going to continue.

That way unless we disrupt it in some way.

We have to create something different.

And so getting that data is what.

I always say, like the historical piece.

Let's focus on that first. Once you have the data, then let's look at the present day, let's analyze the data.

And that's kind of like phase two.

And then phase three is what do.

We want the future to look like?

And really start forecasting and building a.

Vision and building budgets around what the future is. How are we going to fundraise, where are these contributions and grants going to come from? And then from there, like let the.

Future dictate the present because now that changes everything of how we approach the business or the not profit from that point going forward. And so if we want to see change in the future, like we have.

To understand the past, we got to respect it, we got to honor the present and then we got to go create the future and bring it all together. And so if they do have an.

In house accountant or they're doing it.

Themselves or Whatever that looks like.

Focus on those three principles and probably in that order.

Sometimes as a board, we're like, hey, it's all about the future.

And that's great.

Like, that's where our time and energy needs to be. But we got to respect that past.

A little bit or else we may.

Just be making problems or challenges and we're just going to continue to repeat.

Those for a while.

[Mallory]

Okay. That is such good advice to leave people with. So what question have I not asked you in this conversation that I should be asking you?

[Shane Rowley]

That's a great question.

Yeah, like I'm here with you. Like, and that's what we want to do is we want to be a partner and a leader. Add value. Like, we believe in giving first.

What I would say is like, what a lot of people think about and the cost.

It's not affordable to like, get expert advice.

And it prevents them.

They keep thinking, oh, I got to go find someone. I got to go find a neighbor. I got this girl, she knows books. Let's. And she's likes being a part of the mission. And so we'll ask her.

And the reality is, like, sometimes we.

Just create more messes and it actually takes more time.

And so like, what I would say.

Is, like, I don't want this to be anything about salesy. Like, it's me being with everybody.

But the cost today with the technology.

Is so much more affordable than it's ever been.

And so to outsource and have actually experts doing what they do best and.

Freeing people up to do what they do best in the operations side and the fundraising side and fulfilling on the mission, that's like, it's so affordable now. Like we always say, like, we're pretty shocked if anybody can do it in house for cheaper than our service just because of what we can do on the back end with technology and adding the accuracy, the reliability as organizations get.

Bigger, like it's just needed.

You know, there's audits requirements. Different states have different requirements when you get to certain sizes with number of assets or revenue.

And so just recognizing like it's probably.

More affordable than most people think. Like, I'm happy.

Like, I love talking to not for profits.

Like, it's a passion of mine. It's something I'm passionate about.

And so I'd love to be in.

This conversation with anyone that's wondering or.

Looking for an opportunity to make a change or if they've had turnover.

That's usually one of our most common ones is sometimes it's really hard to Keep that accountant in that not for profit. And it's unfortunate, but it's like, hey, let's add stability.

Let's get that first. Let's have finances be the stability part of it. So when you're in the board of.

Director meetings, it's not like, okay, we gotta find someone to do the financials again and someone do the audit again. Like, let's have that just be a stagnant piece that's in budget aligned. And now let's actually focus on the.

Stuff that really matters and why we're all here today.

[Mallory]

Thank you so much for that. And I actually, I think that is a really good reminder for folks at the end because I think that a lot of people maybe they investigated working with a firm or something two years ago, three years ago. And technology has changed so fast in so many different ways. And so your point around the cost adjustment I think is really valuable, especially as other costs are on the rise. I think we're all looking for the things that cost less than they did years ago. So I appreciate that reminder. So for folks who do want to connect with you, where should they go to do that? And then of course, I'll have the link to Nimble in here as well.

[Shane Rowley]

Yeah, our website's a great place. Www.trustnimble.com believe firmly on that trust side of things.

You trust us and we in grant trust to you as well in honoring that.

And then LinkedIn as well.

Shane Rowley I'm pretty active there as well, so either of those would work great. Please reach out and happy to answer any questions.

[Mallory]

Thank you so much for your time today.

[Shane Rowley]

Yeah, thank you Mallory.

[Mallory]

I hope today's episode inspired or challenged you to think differently. For additional takeaways, tips shown, if notes and more about our amazing guest and sponsors, head on over to Malloryerickson.com podcast and if you didn't know, hosting this podcast isn't the only thing I do every day. I coach, guide and help fundraisers and leaders just like you. Inside of my program, the Power Partners Formula Collective. Inside the program, I share my methods, tools and experiences that have helped me fundraise millions of dollars and feel good about my myself in the process. To learn more about how I can help you, visit MalloryErickson.com PowerPartners Last but not least, if you enjoyed this episode, I'd love to encourage you to share it with a friend you know would benefit or leave a review. I'm so grateful for all of you and the good hard work you're doing to make our world a better place. I can't wait to see you in the next episode.

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