Working with business accounts in an organization can be challenging, especially when dealing with transitions or limited staffing. The Challenge I was involved with a small nonprofit organization that had only two employees. When one staff person left unexpectedly and was mostly unavailable, I stepped up – on an interim basis – to manage finance and operations. The process was more difficult than I expected. For example, I discovered that we lacked a shared contact list for key vendors, such as our attorney, insurance agent, and CPA. I had to piece together information from emails and invoices. Furthermore, the previous… Read more