case studies

How it Works

High growth community-based organization

Background

A 15-year old organization focused on serving the needs of under-privileged youth in San Francisco had a $2.8M budget when they began working with Bookr in July 2020.

The Executive Director sought out Bookr as she was not able to rely on the financial reporting outputs to make decisions nor demonstrate their fiscal responsibility to funders.

Subscription type

Full Accounting & Finance Department Support

Location

San Francisco, CA

Key Results

Without a single finance or accounting employee, during the first year working with Bookr, the Organization was able to:

Implement controls

Design, implement and monitor system of robust internal controls, delegation of authorities, and roles & responsibilities to ensure transparency and reliability in reporting.

Diversify revenues

Obtain 51% of their annual budget from private foundations by demonstrating stewardship and fiscal responsibility. This funding source diversity ensured adequate cash flow to support their significant growth.