Insource was hired by a non-profit education company to provide financial management, bookkeeping and human resources services.  Shortly after Insource commenced work, the organization’s CEO resigned and the Board of Directors requested Insource provide interim operational management. Following were their key issues:

• They were without a president for nearly a year
• Their director of finance and administration had recently departed
• The company lacked a seasoned general manager who could keep the company on-course during this transitional period
• The organization had a lean, inexperienced administrative staff due to recent layoffs

Insource coordinated all company decisions and was put in charge of managing daily operations at the request of the Board of Directors.

In order to impose structure on the organization, Insource:

• Conferred with the Board of Directors to determine business goals and priorities
• Organized, developed, and chaired weekly management team and staff meetings to level set the organization’s existing communications and operational procedures
• Conducted an organizational audit and developed a report assessing the current program and administrative functions while offering recommendations for improvements 
• Communicated with the Board of Directors regularly to share findings, report progress, come to consensus on issues and concerns, agree on next steps
• Provided senior level leadership and a "go-to" resource for all company stakeholders

Insource entered a rudderless company and provided leadership that inspired management, guided staff and reassured the Board of Directors.

Eight months later when the company hired a new president, he took the helm of an organization that operated like a well-oiled machine instead of one devoid of process, communication or organization.

Additionally, to ease the transition, Insource:

• Shared internal audit report
• Provided an organized orientation complete with company history and context
• Provided ongoing counsel on organizational issues
• Expedited the president establishing a leadership position by enabling the seamless continuation of progress started by Insource

Today the company is thriving.

A non-profit foundation, spun-off from a larger organization that provided financial, accounting, human resources, payroll and other administrative services, wanted to become completely independent, and as such, needed to either internally staff or outsource to an autonomous group. Leaning toward the latter, they searched for a responsive, adaptable, and independent service and hired Insource Services.

Insource evaluated the organizations approach in light of their stated mission and:

• Developed a cost-efficient outsourced staffing model
• Standardized processes and integration that allowed for strategy development on the front-end with complete back office implementation
• Established key personnel charged with fulfilling bookkeeping, accounting, financial management, investment fund accounting, planning and forecasting, and human resources services

Insource became fully integrated in the non-profit’s daily operations. Financial reports were prepared and reviewed monthly with the Executive Director. Additionally, throughout the year on an as-needed basis, Insource provided human resources support to address labor needs and issues.

Insource was instrumental in the non-profit’s successful migration to an independent entity fully capable of delivering on its mission.

A non-profit preschool and day care center was in dire need of professional help to control and manage all financial aspects of its organization. Their previous accounting services firm had abruptly ceased operation leaving the non-profit with a six-month backlog of critical financial issues.

Entering a near-crisis situation, Insource immediately provided all of the transitional and financial triage services needed to bring the non-profit’s accounting up to date. Insource:

• Created a transition plan to become fully immersed in the non-profit’s finances
• Standardized processes and complied with appropriate regulatory accounting practices
• Reviewed records for the past fiscal year under management and brought up to date
• Reviewed terms of all government contracts

Just a few short months after engaging Insource, the non-profit was made current on all outstanding accounting issues, and systems in place that ensured uninterrupted workflow and ongoing sustainability.