The client is a nonprofit organization that exists to advocate for people with developmental and other disabilities. The organization’s mission is to provide a full quality life to every person no matter what their situation may be. In order to further the reach of their mission, the organization is merging with another local chapter nearby. As a result, they have lost some of their staff – including the accounting specialist who processed payroll, monthly journal entries, and other related duties. The need for a replacement was immediate.

ProNexus Solution:

ProNexus was engaged by the client to assess the current needs of the finance team and ultimately find a long-term solution for the client’s accounting function. ProNexus was able to immediately assign a consultant with industry experience to transition with the accounting specialist. In just a few days, our consultant was able to go over the key processes and procedures of payroll and monthly journal entries.

Although the knowledge transfer was short, ProNexus was able to take detailed notes and document the various source files and steps needed to extract those files from different databases. These notes later were used to process payroll and various payroll-related reports, prepare monthly journal entries, and prepare for month-end closing.

In addition, the notes were used to assist a member of the merging chapter’s payroll team to become more familiar with the process and procedures of the original payroll structure. ProNexus also worked with a financial analyst to prepare various journal entries for two month-end closings. Whenever certain issues came up, our consultant was able to communicate this to the ProNexus engagement manager and the client’s CFO to ensure everything was resolved.

While the engagement only lasted about five weeks, all of the notes for payroll, and supporting documents for the monthly journal entries made it easier for the rest of the payroll staff and financial analysts to transition into their additional responsibilities.

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