CASE STUDY

How CALM Transformed Its Financial Operations with Accountix

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.”

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.”