Client Success Stories
Delivering Results that Matter
We measure our success by the success of our clients. Here are a few examples of how we've helped organizations achieve their goals and make a lasting impact:
Brooklyn-based Community & Housing Development Client
Challenge: This nonprofit faced a severe financial crisis due to wire fraud, compounded by management turnover and a complete lack of financial reporting. Their audit was significantly delayed, the general ledger needed extensive cleanup, and the books hadn't been closed in years, creating a chaotic financial situation.
Solution: We stepped in to provide urgent financial stabilization and implement robust internal controls. Our team conducted a thorough forensic accounting investigation, reconciled and cleaned up the general ledger, closed the books, and established clear reporting procedures to prevent future fraud. We also helped them secure bridge funding to ensure operational continuity.
Result: The organization regained financial stability, strengthened its internal controls, and restored trust with its stakeholders. With their finances back on track, they were able to refocus on their core mission of serving the community.
National Fundraising Intermediary Client
Challenge: Facing rapid growth and a new 5-year strategic plan, this organization needed help translating their ambitious vision into action.
Solution: We partnered with them to operationalize their strategy, developing a detailed implementation roadmap, establishing key performance indicators (KPIs), and creating performance dashboards to monitor progress. We also provided training to build internal capacity for ongoing strategic management.
Result: The organization successfully implemented its strategic plan, achieving significant growth in donor engagement and fundraising revenue. Their new performance management system fostered greater transparency and accountability, enabling them to effectively manage their expansion and maximize their impact.
National Nonprofit Criminal Justice Reform Organization Client
Challenge: After completing a spin-out from its fiscal sponsor, this national nonprofit needed to quickly establish its own independent finance and accounting infrastructure. They required expert guidance on staffing, financial policies, and governance frameworks for both their 501(c)(3) and 501(c)(4) entities.
Solution: We provided comprehensive support, including conducting a stakeholder assessment and gap analysis, developing recommended department structure and staffing plan options with clear roles and responsibilities, creating finance and accounting SOP manuals tailored to each entity type, and establishing a robust corporate governance framework with committee charters and detailed policies.
Result: The organization gained built or developed ? a solid financial foundation, ensuring compliance, operational efficiency, and the ability to effectively manage its resources in pursuit of its mission. This strengthened their capacity to advocate for criminal justice reform on a national scale.
Syndicate Group Client
Challenge: A bank syndicate needed to sell a distressed small business loan portfolio that had been written down with minimal recovery expectations. They faced a tight deadline to sell the portfolio and needed a strategy to maximize returns.
Solution: We developed a comprehensive portfolio valuation, marketing, and investor strategy deck?. This involved meticulous loan-level analysis, targeted marketing to potential buyers, and skillful negotiation to secure the best possible terms.
Result: We successfully closed the portfolio sale ahead of schedule, surpassing expectations by recovering 73 cents on the dollar for the bank syndicate.
