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CASE STUDY

How CALM Transformed Its Financial Operations with Accountix

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Overview

As a mission-driven nonprofit preventing and healing childhood trauma, CALM needed a finance partner who understood both the complexity of nonprofit accounting and the importance of strategic planning. By partnering with Accountix, they gained a full-scale finance function without the overhead of building it in-house.

The Challenge

Before working with Accountix, CALM was:

  • Struggling to find and retain the right finance talent
  • Lacking reliable systems, reports, and financial tools
  • Making do with smart people but inefficient processes
  • Unable to confidently plan for long-term financial security
“We were getting by—but we didn’t have the tools, resources, or clarity we needed to get to the next level.”
Calm_logo_white_250x250
Alana Walczak
President & CEO

The Solution

Accountix provided CALM with fractional CFO support and a finance system overhaul. Their team:

  • Applied deep nonprofit accounting and systems expertise
  • Uncovered and addressed hidden financial challenges
  • Overhauled and simplified the grant reporting process
  • Modernized the accounting processes and technology 
  • Integrated smoothly into meetings and planning
  • Delivered mission-aligned financial guidance and reporting

The Results

In just a short time, Calm saw measurable improvements:

  • A fully modernized, efficient finance function
  • Reduced A/R days to collect by 73%
  • Simplified and less time consumingannual budget process 
  • Deeper insight into current performance and future planning
  • Clean, audit-ready financials to guide decisions
  • A trusted partnership aligned with long-term strategy
“Outsourcing finance was a leap of faith—but in my 8.5 years here, it’s one of the best decisions I’ve made. Accountix is so much more than a bookkeeping service. So much more.”
Calm (228 x 68 px)
Alana Walczak
President & CEO

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