Tomlinson Financial Group

09/01/2026

September planning prompt: What is one financial goal your organization wants to accomplish this month?

Whether you want to improve cash flow, reduce unnecessary expenses, collect outstanding invoices, or begin preparing for year-end, start by choosing one clear and measurable priority.

Write down your goal, identify your next step, and schedule a financial check-in before September ends. Small, intentional actions now can help create a stronger finish to the year.

What financial goal are you working toward this month?

08/29/2026

Is your business financially prepared for September?

Before August ends, review these three essential financial reports:
📈 Profit & Loss Statement: Understand your revenue, expenses, and profitability.
📋 Balance Sheet: Review what your business owns, owes, and has accumulated.
💵 Cash Flow Statement: See how money is actually moving in and out of your business.

These reports can help you spot potential concerns, reduce unnecessary expenses, follow up on outstanding invoices, and make more informed decisions for the month ahead.

Not sure what your financial reports are telling you? Tomlinson Financial Group can help you understand the numbers and use them to plan your next steps with confidence.

08/25/2026

Business owners, class is back in session! 📚✏️

You don’t need to be an accountant to run a successful business, but you should understand what your numbers are telling you.

Here are a few essential financial lessons:
✅ Revenue and profit are not the same.
✅ A profitable business can still experience cash-flow challenges.
✅ Your budget should be reviewed throughout the year.
✅ Clean, accurate records help you make better decisions.
✅ Understanding your financial reports helps you plan with confidence.

When you understand your financial position, you can make more informed decisions about spending, hiring, investing and growing your business.

Need help making sense of the numbers? Tomlinson Financial Group provides accounting and financial guidance for small businesses and nonprofits in Tucson and throughout Southern Arizona.

08/18/2026

Board members play an important role in protecting an organization’s financial health, but effective oversight requires more than reviewing a monthly financial report.

Asking thoughtful questions about cash flow, budget performance, revenue, expenses, financial risks, and long-term sustainability helps nonprofit boards make informed decisions and identify concerns early.

The goal isn’t to know every accounting detail. It’s to understand what the numbers mean for the organization’s future.

What financial questions does your board ask at every meeting?

08/11/2026

What actually happens during an audit? 🔍

An audit is more than simply looking for mistakes. It involves reviewing financial records, collecting supporting documents, testing transactions, evaluating internal processes, and sharing findings.

Being organized and prepared can make the entire process feel much less overwhelming. Tomlinson Financial Group is here to help your organization keep accurate records and build stronger financial processes year-round.

08/08/2026

📍 Office Space Available for Sublease in Tucson!

Tomlinson Financial Group is preparing for our next chapter, which means our current office space at 5151 E. Broadway Blvd., Suite 451 is becoming available for sublease!

If you or someone in your network is looking for professional office space in Tucson, we’d love for you to check out the listing and share it with anyone who may be interested.

🔗 View the full listing for photos, details, and leasing information at the link below.

https://www.crexi.com/lease/properties/1196111/arizona-5151-e-broadway-blvd-suite-451

08/04/2026

Always happy to help!

Nothing more satisfying than a refreshed financial report with pretty graphics and charts! 📊 Huge thank you to Melissa and Justin at Tomlinson Financial Group for all your hard work this morning. Bonus points for founder Melissa Tomlinson being a proud Lead Tucson Class of 2021 alum! We appreciate you and your continued support of GTL. 💙

Tomlinson Financial Group is a Tucson-based, CPA-owned accounting and financial advisory firm providing high-quality accounting services across Arizona and nationally - all while giving back to the Tucson community.

https://tomlinsonfinancialgroup.com

08/03/2026

Your financial goals deserve a plan.

📍 Schedule an in-person meeting with Tomlinson Financial Group.

💻 Or book a virtual meeting from anywhere.

No matter how you choose to meet, our team is ready to provide the guidance and support you need.

Contact us today to get started.

07/31/2026

Meet the team behind the numbers. 👋

We're excited to introduce Bernadette Franco, CFO Consultant at Tomlinson Financial Group.

With extensive experience in financial management, accounting, payroll, human resources, budgeting, audits, and grant compliance, Bernadette helps organizations navigate complex financial challenges with confidence. Her background also includes supporting major fundraising initiatives and corporate partnerships at the University of Arizona, bringing a well-rounded perspective to every client she serves.

Areas of Specialty:
✔️ Complex Financial Reporting
✔️ Tax Compliance
✔️ Benefits Administration
✔️ Policy Implementation
✔️ Personnel Management

Bernadette is dedicated to helping businesses build strong financial foundations while supporting long-term growth.

07/29/2026

Nonprofit accounting comes with its own unique rules, yet there are still many misconceptions surrounding how nonprofit finances actually work.

From whether nonprofits can generate a surplus to how restricted donations must be managed, understanding the facts is essential for maintaining compliance, building donor trust, and making informed financial decisions.

In our latest carousel, we're putting common nonprofit accounting myths to the test with a series of True or False questions. Whether you're a nonprofit leader, board member, or finance professional, we hope these insights help strengthen your organization's financial knowledge.

Which misconception have you encountered most often? We'd love to hear your thoughts in the comments.