case studies

How it Works

Establish Independence from Fiscal Sponsor

Background

Case 2 was a 30-year old organization with a $450k budget focused on environmental justice and human services in San Francisco when they began working with Bookr in April 2021.

‍

The Executive Director sought out Bookr to build the necessary support infrastructure to navigate an impending transition to independence from the Organization's fiscal sponsor.

‍

Subscription type

Full Accounting & Finance Department Support

Location

San Francisco, CA

Key Results

Within 12 months of working with Bookr, the Organization was able to accomplish the following (all without a single finance or accounting employee):

Implement controls

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

Establish independence

Establish independence from their fiscal sponsor while providing funding partners the confidence to sponsor the Organization's work post-independence.