Case Study: Enhancing Financial Visibility and Efficiency for a Nonprofit Cultural Institution

ARTICLE | October 06, 2025

Client Profile:
A nonprofit cultural organization with an annual operating budget under $2 million.

The Challenge

Following the retirement of their long-time finance director, this nonprofit faced a critical juncture. Their operations were heavily reliant on manual, paper-based processes, leading to a lack of transparency, cumbersome workflows, and untimely reporting. Department leaders had no visibility into their budgets, which limited their accountability and informed decision-making. Additionally, recurring audit management points around insufficient separation of duties put the organization at risk.

The organization needed a partner who could modernize their financial processes, instill robust controls, and provide proactive financial insight — all while working remotely.

The Solution

Insero’s team stepped in to provide outsourced accounting services, tailoring a plan to transform the organization’s financial operations:

• Digitized Operations: Within the first year, Insero transitioned the organization from 100% paper-based to 100% paperless operations, resulting in a dramatic improvement in efficiency.

• Migrated to Intacct: Insero migrated the organization’s bookkeeping to Sage Intacct, a powerful cloud-based platform that streamlines and elevates their real-time information and reporting needs.

• Bill Pay Automation: Implemented bill.com, eliminating the need for board members to make frequent trips onsite to co-sign checks over the spending threshold.

• Enhanced Internal Controls: Addressed and eliminated key audit management points around separation of duties, improving governance and reducing risk.

• Financial Transparency: Established customized dashboards, giving department heads real-time access to their budgets versus actuals. This empowered managers to take ownership of their spending and participate meaningfully in the budgeting process.

• Cash Flow Forecasting: Implemented a 13-week cash flow model, providing the organization with the ability to plan proactively rather than reactively.

Added Value

Insero also helped the organization secure substantial funding through the Employee Retention Credit (ERC). By leveraging Insero’s expertise, the nonprofit qualified under eligibility provisions that had previously been overlooked, allowing the organization to pay off its working capital line of credit.

The Impact

Today, the organization benefits from greater financial clarity, accountability, and operational efficiency. From automated bill approvals, real-time visibility, and the ability to project cashflow, Insero’s solutions continue to provide lasting value and peace of mind. Ready to learn more about Insero’s Outsourced Accounting Solutions? Let’s chat.