Lohr was in need of a partner who could improve their internal financial processes and take over day-to-day tasks so the owners could focus on growing their business.
Polleo was using another outsourced accounting provider, but the partnership was clearly not beneficial to Polleo. Polleo’s income and expenses did not match up with the budgets monthly, and Polleo had no clear sense of whether they were meeting their projections.
CVESC needed timely information that was understandable and reconciled to the practice management system on a monthly basis.
Chimney & Masonry Outfitters had ambitious plans for growth, and they wanted to position themselves financially in the best possible way that would make those aspirations a reality. But they needed someone who could tell them how to get there.
When separating into a stand-alone nonprofit, Connected by 25 realized they needed a partner with nonprofit and accounting expertise to help them understand exactly what they needed to know, ensuring their organization’s mission and vision would be financially supported.
Hughes approached Foster Results when the company needed help to complete their taxes for a year that was virtually missing from their books. Payroll taxes had also not been paid correctly, and there were significant issues with the company’s sales tax as well.
Dr. Hill was experiencing issues with accuracy of billing and reconciling his accounts. This impacted the financial health of his practice — and also created customer satisfaction issues.
VoCare had an in-house staff member handling their day-to-day accounting tasks, but important items were falling through the cracks. VoCare records had not been updated for over a year, their account balances were incorrect, financial records didn’t accurately reflect external investments and vendors hadn’t been paid for months.
While the previous owner managed the day-to-day bookkeeping needs, the new owner wanted to utilize the services of a partner with industry understanding so she could focus on what she loves – taking care of the animals.
MCCOY’s CFO left due to health-related reasons, and the organization leadership realized that too much information was no longer known. It was audit time and they needed someone with nonprofit and accounting experience to help – and fast.