Uniform Guidance Checkup

Hands-on help with regulations.

Wipfli experts train clients on the Uniform Guidance regulations, implementing changes at each agency that impact the following areas:

  • Cost allocation plans
  • Procurement methods
  • Documentation of personnel services
  • Fiscal policies and procedures

The changes necessary to comply with the Uniform Guidance can be daunting, and many clients need hands-on help with understanding their unique situations regarding cost allocation, procurement, documentation of personnel services, fiscal policies and procedures, and more.

The Uniform Guidance Checkup is a one-day, on-site engagement where clients make the rules. Tell experts what to focus on in regard to implementation of the Uniform Guidance, and professional teams will spend time discussing specific methods which allow for immediate action. The outcome of this visit will provide a roadmap to ongoing fiscal compliance for the agency.

Featured Thought Leader

Maile Pa'alani, CPA

Maile assists nonprofit agencies with customized solutions to help them succeed, including installing accounting or fundraising software, analyzing the organization’s financial systems, and providing instruction in cost allocation, best practices, and OMB’s Uniform Guidance.

 Wipfli National Training Conference

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