One size does not fit all

15 December, 2023

How Baker Tilly took the burden out of change for a client with complex financial and accounting needs.

Transitioning auditors can often seem like a daunting task that will be disruptive to your business. 

Nevertheless, there are a multitude of reasons to consider a change. And this was the case for Impact Seven, a non-profit organisation that develops affordable housing and supports community development within the United States. 

With complex financial and accounting needs due to their use of multiple funding tools, Impact Seven wanted to consolidate their audit and tax work with one service provider that would understand their diverse compliance requirements and help them continue to grow. 

And that’s when Baker Tilly stepped in. 

Making the complex, simple

For Baker Tilly, every client is unique. 

We don’t offer a standardised ‘out of the box’ approach. We ask the questions that allow us to deliver tailored solutions and pinpoint areas of potential risk and opportunity that are unique to each client. 

Constructing a blended client team, combining industry and service line experts that matched Impact Seven’s ambitions, our experts immersed themselves in understanding the client – where they are today and where they want to be tomorrow.

Business as usual

Working in collaboration with Impact Seven, and bringing years of expertise to the table, our team minimised the impact of change on Impact Seven’s business during the auditor transition. 

The benefit of working with a single team was clear to Impact Seven right from the off. By bringing simplicity to a complex financial situation, we’ve improved their reporting, fostering efficiency and clarity.

They are confident they are meeting their financial and regulatory commitments, giving them peace of mind that they remain eligible to secure vital future funding opportunities.

Discover our audit and assurance expertise

The professional distance to see clearly. The partner-led service to support you at every stage.

Related content

Case study ESG regulatory reporting Not for profit
17 August, 2023
Press release Audit and assurance Global
15 September, 2020
People on the ground.
Wherever the opportunity lands.
International enquiries

Multi-jurisdiction and cross-border services

National enquiries

Domestic expertise, local insights