Our Impact

One of our local community-focused organizations contacted us about their Controller.  They believed this person was ready to step into more responsibility, but wasn’t sure how to get them there.  Additionally, they had the complexity of needing to transition to new accounting software which can be a time-consuming process.  To support them, we took the software upgrade off their plate and worked directly with the ERP to transition the existing data to the new system and ensure the processes and flows worked for the organization’s needs.  Simultaneously, we created a professional development routine for the year to help understand their Controller’s current abilities and goals and provide guidance, mentorship, and hands-on support to help them take on new responsibilities.

We support the organizations supporting non-profits too.  One of our Foundation partners reached out to us with a good problem – they were receiving more money from donors and local grants than expected.  But with that added revenue comes added compliance as there were many restrictions to each of these opportunities.  We helped them assess their budget and align expenses with available funding sources along with identifying usage for restricted grants.  From there we built a budget tool that allowed the client to track their funding as it was coming in and assign it to available areas.  Clarity is a wonderful thing. 

An educational support organization that provides afterschool care for many schools and parents in the city was worried about their upcoming audit.  This was their second audit and the first did not go smoothly or on time.  FOREsight was brought in to help the team prepare for the audit, produce audit schedules, and partner with the auditor to manage the process.  From here we created an audit document that outlined the steps we took in order for future audits to be run by the organization successfully.

A dance company was having a hard time with cash flow – it wasn’t that people weren’t paying their fees, they were just paying very late.  This had an affect on how the organization could pay their most valuable resource: their instructors.  Sure collections process can help, but what was needed was a cash flow report design that allowed their team to see outstanding balances, upcoming cash requirements, and the ability to project and plan for the shortfalls and collection time.  Doing so allowed the organization to see and prioritize their bills against obligations such as payroll and long-term needs such has new mirrors.  Reporting tools are crucial for organizations of all sizes.

A community-focused newspaper was struggling with their finances.  Running on a shoestring budget they couldn’t figure out how to get everything done on time with such limited staff and resources.  Rather than taking on their finances directly, we conducted an assessment focusing on their financial policies and processes.  By interviewing all stakeholders and reviewing existing documentation, we were able to identify several areas of inefficiency and point the team in the right direction on how to improve upon in these areas.  We then codified these notes along with their existing policies into a Financial Policies & Procedures Manual that would become their northstar for both policy and accountability.     

An independent school came to us identifying gaps in their internal finance team, noting that their CFO and bookkeeper had recently departed leaving the Controller trying to fill those roles on their own. We came in to triage immediately with bookkeeper support and brought in our own senior financial support to fill in as their CFO. This quick pivot enabled us to bring stability to the organization. From here, the school’s goal was to refill the finance team with their own staff within the year. We helped identify, vette, and interview candidates and, in turn, create a smooth transition for the new team.