The Little CPA
The Little CPA
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The Little CPA

The Little CPA blogs are written by Cherie (CPA/PFS), a licensed CPA and AICPA Personal Financial Specialist (PFS), licensed in California. With more than 15 years in tax compliance and financial advisory, the focus has always been high-net-worth individuals, estate, gift, and trust planning, nonprofits with a particular eye toward charitable strategy. By day, Cherie works at a tech-forward private client service firm serving high-net-worth founders, investors, and community leaders. By calling, she believes money is a tool for stewardship, and every post here is written to help you use it well. The Little CPA blends technical accuracy with a faith-grounded lens on wealth. Expect scripture next to AI tools, and generosity treated as a financial strategy, not an afterthought. Credentials are verifiable through the AICPA PFS credential directory and California Board of Accountancy license lookup. Follow along on Instagram, LinkedIn, and Pinterest, or join The TLC Collective for deeper content.

nonprofit compliance

Nonprofit Compliance Checklist: 21 Things Every Founder Needs to Know

All Posts, Financial Impact, Nonprofits /

The Short Answer Nonprofit compliance means meeting the federal, state, and local legal requirements that keep your organization’s tax-exempt status intact. From getting your EIN to filing annual Form 990s, staying compliant protects your mission, your donors, and your team. This checklist walks you through 21 essential steps every nonprofit leader should know. Key Takeaways […]

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asian and white family

Term vs. Permanent Life Insurance: Which One Do You Need?

All Posts, Generational Wealth, Parents, Retirement /

The Short Answer Term life insurance provides coverage for a specific period, such as 10–30 years, and is generally the most affordable type of life insurance. Permanent life insurance offers lifelong coverage as long as premiums are paid. It also includes a cash value component that accumulates over time, though it typically costs more than

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