Barbara Carswell, CEO
“Bisher Wade has the knowledge and the sophistication of a specialist in community foundation accounting with the benefits of a team. I know if Jason or Steve aren’t available, their staff can help with whatever I need. Our partnership with them has contributed to our growth and we consider their team a part of our organization.”
What motivated you to look for an outsourced Chief Financial Officer (CFO)?
“We transitioned our back office support a few years ago and were looking for an accountant with experience in community foundations. Since it’s so different than a typical nonprofit, and we’re a small organization, we couldn’t justify hiring an in-house person. The truth is we couldn’t find a qualified CFO willing to work part-time even if we wanted.”
What services does Bisher Wade provide?
“They help us with monthly financials and participate in our annual audit. They even join us for select meetings with our finance committee or board.”
How has Bisher Wade’s partnership helped the organization as a whole?
“I definitely have a better understanding of our financials. I think their availability and way of explaining things has helped me to not only understand our accounting on paper, but really fully understand the organization from a financial and business model perspective.”