This week on Up and Adam, Marie Primus, CPA, CGMA, joins to give us the scoop on nonprofits. She is a Shareholder in the St. Cloud office and works solely with nonprofit clients and leads the nonprofit team. Marie talks about current hot topics surrounding nonprofits, including how different organizations are accounting for PPP loans, grants given by local governments, and the impact of government funding.

Marie tells the story about how she fell in love with nonprofit work and why she loves her current clients. She includes questions to ask yourself to help understand if you are happy with the quality of your current audit, and if not, how BerganKDV can help.

The views and opinions expressed in this podcast are those of BerganKDV Wealth Management and are subject to change at any time. The content herein is general and educational in nature and should not be considered legal or tax advice. We recommend that your consult with an attorney, tax or investment professional regarding your specific situation. Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, an SEC Registered Investment Advisor.