Issue
A multi-entity religious not-for-profit, serving as the umbrella organization for seven distinct entities, faced significant challenges due to inconsistent accounting and reporting practices across its network. The previous outsourced provider maintained control over all financial reporting, limiting the client’s access to critical financial data. Management needed accurate, timely, and meaningful financial reports to support informed decision-making, which would require a comprehensive restructuring of the chart of accounts and report formats.
Solution
After gathering input from business leaders, CBIZ developed a plan to redesign the chart of accounts, review workflows, and establish standard policies and procedures. CBIZ purchased software licenses for client ownership and moved the server to a secure, 24/7 data center to enhance security and accessibility. Employee training was provided to help ensure consistent data input, while ongoing communication with management and the Board kept leadership informed throughout the process. During the engagement, CBIZ identified key areas for improvement, recommended actionable solutions to strengthen internal controls, and implemented processes to enhance operational efficiency.
Outcome
The engagement established consistent, flexible financial reporting capabilities for each entity within the umbrella organization. The seamless migration of the server and all data was completed within a single weekend, avoiding any organizational downtime. Internal controls, workflows, and operational processes saw significant improvements across all seven entities.
Overall, CBIZ helped the organization improve self-sufficiency by equipping it with new hardware and software, standardized procedures, and comprehensive employee training. The organization now benefits from enhanced transparency, efficiency, and control — empowering leadership to make more informed and timely decisions that support its mission.
| Company Information | |
|---|---|
| Industry | Not-for-Profit |
| Entity Type | Labor Union |
| Ownership Structure | Not-For-Profit |
| Geographic Footprint | National |
| Annual Revenue | ~$34M |
| Number of Employees | 50-200 |
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