Issue
When the Philadelphia Film Society found itself without a director of finance, it needed more than technical support, it needed a partner it could trust. Leadership was navigating staffing transitions, budget pressures, and financial reporting complexities that required careful review and clarification. The client needed a team that could step in quickly, build credibility with stakeholders, and bring greater clarity and confidence to its financial processes.
Solution
The organization was introduced to CBIZ through a board member who was familiar with the firm’s work for another client. From there, the outsourced accounting team built confidence through action: conducting an upfront assessment, prioritizing immediate needs, and beginning the forensic accounting work needed to better understand prior reporting and support more accurate financial presentation. As additional adjustments and process improvement opportunities emerged, CBIZ remained steady, responsive, and transparent about what was being identified and how it would be addressed. The team streamlined reporting and strengthened accounting processes to create a more dependable financial foundation. Just as important, the client experienced the relationship as collaborative and accessible, with complex issues explained clearly and support delivered in a way that felt practical, trusted, and manageable.
Outcome
The result was stronger than improved reporting alone. In the first finance committee meeting supported by CBIZ, board members described it as the most productive finance meeting they had experienced. Over time, the forensic accounting work and improved reporting gave the organization greater confidence in its numbers, more visibility into historical issues, and a clearer path to correction. Board stakeholders responded positively to the stronger, more streamlined financial reporting, while leadership gained confidence not only in the outputs, but in the process behind them.
| Company Information | |
|---|---|
| Industry | Not-for-Profit |
| Entity Type | 501(c)(3) |
| Geographic Footprint | Philadelphia |
| Number of Full-time and Part-time Employees | 110+ |
| Annual Revenue | $4.8 Million |
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