A mission-driven nonprofit supporting child welfare outcomes nationwide was scaling fast. Annual budget was growing from $6M to $15M+, headcount from ~20 to ~100, and they had just secured a major multi-year award requiring federal grant compliance. The problem: their finance operations weren’t built for scale. Month-end close took 4 weeks. Grant tracking was manual. They were heading into their first Single Audit with significant compliance gaps. Leadership couldn’t get reliable numbers to make decisions.
Assessed current state and identified compliance gaps before audit exposure
Designed and rolled out a full finance stack over 12 months (ERP + CRM + payroll + spend/AP)
Built grant management and procurement protocols from the ground up
Created controls, workflows, and evidence trails for audit readiness
Trained the team and built adoption that survived turnover
| Metric | Before | After |
|---|---|---|
| Annual Budget | $6M | $15M+ |
| Headcount | ~20 | ~100 |
| Month-end close | 4 weeks | 2 weeks |
| Single audit findings | At risk of major violations | No major findings (3 consecutive years) |
