Susan Caperton, Executive Director/CEO
“If your community foundation is in transition, Bisher Wade will be such a wonderful resource for you. What they provide is more than just the accounting and the bookkeeping, they look at us as a holistic organization and help us grow where we need to grow and learn what we need to learn. Their team really make sure we’re doing things in the best possible way. They are intentional about how we review our policies and procedures so we can streamline processes and make our community foundation more efficient in the best way possible.”
“Bishwer Wade has given us confidence in our financial records and our level of transparency, which helps us attract new fund holders. They’ve taken so much stress off my shoulders so I can focus on building our endowment, applying for grants, distributing money in the community, supporting our nonprofit partners and community partners, and really increasing our role and our impact in the community.”
What motivated you to look for an outsourced Chief Financial Officer (CFO)?
“We had a lovely finance person but she left to take another job during the pandemic. Bisher Wade was recommended as a firm with experience in community foundation accounting. Instead of hiring internally again, we needed to find someone who could hit the ground running.”
What services does Bisher Wade provide?
“As our outsourced CFO, the Bisher Wade team handles all of our monthly financials. They are my go-to resource, answering all my questions, and helping me understand the complexity of our accounting. As standards have changed over the years, they’ve served as a strategic partner as we grow and evolve as a community foundation.”
How has Bisher Wade’s partnership helped the organization as a whole?
“We have confidence knowing our accounting is being handled well. We have faith that we can trust the process and know we don’t have to worry about things being handled properly. It’s a huge, huge relief. Also, they are wonderful advisors, helping us refine what we’re doing and making sure we’re following best practices. With the guidance of the Bisher Wade team, we’ve updated our procedures, streamlined processes, make us function more efficiently, and helped us understand what we’re doing and why so we can improve things.”