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case study

How CALM Built a Stronger Finance Function with Accountix

CALM partnered with Accountix to modernize finance, improve reporting, and gain strategic support for clearer planning and long-term stability.





Client: CALM
Industry: Nonprofit
Engagement: Fractional CFO, Outsourced Accounting, Bookkeeping

About the
Organization

CALM is a mission-driven nonprofit focused on preventing and healing childhood trauma. By partnering with Accountix, they gained nonprofit finance expertise, stronger reporting, and strategic support for long-term planning.

Challenge

Before partnering with Accountix, CALM faced finance capacity gaps, inefficient processes, and limited reporting, making it harder to plan confidently, support growth, and maintain long-term financial stability.

  • Finding finance talent was hard
  • Systems lacked reliability
  • Reporting tools were limited
  • Processes remained inefficient
  • Long-term planning was unclear

Solution

A Stronger Finance Function

Accountix helped CALM strengthen financial operations, modernize key systems, and bring strategic nonprofit finance guidance into planning, creating a more capable and sustainable finance function.

  1. Strengthen

    Applied nonprofit accounting expertise to address financial challenges and improve reporting foundations.

  2. Modernize

    Simplified grant reporting and updated processes and technology for greater efficiency.

  3. Guide

    Provided fractional CFO support aligned with planning, leadership, and long-term strategy.

Results

With Accountix’s support, CALM gained a more efficient finance function, stronger reporting, and clearer planning visibility, improving collections, budgeting, and long-term decision-making across the organization.

Modernized Finance Function
Finance operations became more efficient and reliable.
Faster A/R Collection
A/R days to collect dropped 73%.
Simpler Budget Process
Annual budgeting became easier and faster.
Better Planning Insight
Leadership gained clearer performance and planning visibility.
Audit-Ready Financials
Clean financials supported stronger decision-making.
Trusted Strategic Partner
Support aligned with long-term organizational strategy.

Services
Performed

Support provided to modernize financial operations, strengthen reporting, and provide strategic nonprofit finance guidance for long-term planning.

Core Services

Fractional CFO Services Outsourced Accounting Services Bookkeeping Services

With

Bookkeeping Expertise Accounts Payable Management Local Bookkeeping Insights Capability 4 Capability 5 Capability 6

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