Mission: Manageable
This is the process of organizing and planning how to divide your time between specific activities to increase efficiency.
What is Time Management?
This executive leader oversees the entire Finance Team.
What is the CFO?
Only this type of client should be set up on the client details screen, while the other is handled under Employer Details.
What is a PEO client?
This group of employees is often exempt from FICA — but only when performing ministerial duties and filing the proper IRS form.
What is ordained clergy?
This function searches for a value in the first column of a range and returns a value in the same row from another column.
What is VLOOKUP?
This technique involves working for 25-35 minutes followed by a 5-10 minute break.
What is the Pomodoro Technique?
This role is responsible for managing accounting operations.
What is the Controller?
Setup on this screen is only necessary if a PEO client has SUTA presence in these types of states.
What are Combo and Client Reporting states?
This federal tax is often mistakenly assumed to be optional for all nonprofits — but is only exempt for certain 501(c)(3) orgs that meet IRS conditions.
What is FUTA (Federal Unemployment Tax Act)?
This newer Excel function can search both vertically and horizontally and doesn’t require the lookup column to be the first one.
What is XLOOKUP?
This decision-making tool categorizes tasks as Must Do, Good-to-Do, Nice-to-do, Never Do.
What is the Eisenhower Matrix?
This function manages an organization's financial resources and liquidity.
What is Treasury?
In Combo states like KS, ME, MO, TN, and WY, these two account numbers must be entered.
What are the TPA’s UI Account and the Client’s Subaccount numbers?
A church expanding to new states should always check for this type of tax exemption, which varies across jurisdictions.
What is SUTA (State Unemployment Tax Act) exemption?
This function replaces VLOOKUP, HLOOKUP, and LOOKUP by allowing you to specify the lookup and return arrays directly.
What is XLOOKUP?
This method involves scheduling your day into time chunks using a calendar or planner.
What is Time Blocking?
This team handles miscellaneous reviews and evaluations of internal processes.
What is Special Projects?
In Client Reporting states such as AK, AR, CO, and CT, only this field is required for UI account setup.
What is the State UI ID field?
This clergy-related payroll item must be officially designated and is excluded from income tax — but still reportable for SECA.
What is a housing allowance?
This Excel feature lets you summarize large amounts of data by dragging fields into rows, columns, values, and filters.
What is a Pivot Table?
This is a buffer in your schedule that helps prevent delays and keeps you on track.
What is Contingency Time?
This metric measures the profitability of an investment in a new process.
What is ROI (Return on Investment)?
This section is used when a state requires a tax, but the client is not liable due to exemptions like filing status, registration type, or employee count thresholds.
What is Taxes to Suppress?
Even when exempt from federal income tax, this annual form must still be filed for employees of most nonprofit organizations.
What is the W-2?
To group data by categories like months or departments, you drag fields into this section of the Pivot Table.
What is the Rows area?