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Instructions for Uploading Documents Securely

As the impact of coronavirus (COVID-19) continues to evolve, we wanted to make all clients aware of the options available to them when it comes to submitting documents.

In an effort to protect our employees, clients, vendors, and visitors, we have closed our offices to non-employees, following protocols recommended by the Centers for Disease Control (CDC). We continue to operate and are working diligently to serve our valued clients. Our offices are still accepting physical drop-offs, however, instructions may be posted with location-specific instructions.

If you would like to submit documents securely online, please contact your Blue & Co. advisor or use our contact form, and we can send you a personalized document request portal to securely upload your files. 

not-for-profit cecl model

Decoding The New CECL Model for Not-For-Profits

By Priya Singleton, CPA, Director at Blue & Co. The Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-13 Financial Instruments – Credit Losses (Topic 326): Measurement of […]

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Final Hospital 340B Outpatient Prospective Payment System (“OPPS”) Remedy

On November 2, 2023, the Centers for Medicare & Medicaid Services (CMS) released a final rule outlining a plan to correct and reverse the 340B payment cuts from calendar years […]

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restricted fund tracking

Restricted Fund Tracking and Cash Management

By Andrew Brock, CPA, Senior Manager at Blue & Co. Earlier in June 2023, an article was published by our not-for-profit services team titled “Unveiling the Dynamics of Donor-Restricted Contributions”. […]

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