One of the most valuable aspects of their support was their ability to deeply understand the complexities of our grant compliance requirements. This level of insight was critical, as our funding sources come with intricate reporting obligations and regulatory standards. Baker Tilly’s familiarity with these nuances allowed them to tailor their guidance to our specific needs, ensuring we remained compliant while optimizing our internal processes.
They also recommended and helped implement a third-party software solution that better aligned with our grant management and accounting needs. This tool, which integrates seamlessly with our new accounting system, has significantly improved our ability to track, report, and manage grant-related expenditures. Their knowledge of both the software and our operational challenges enabled them to configure the system in a way that truly works for us.
They listened, understood our workflows, and customized the set up. Review collected by and hosted on G2.com.
Our experience with them was overwhelmingly positive so much so that I advocated for their involvement at my current organization. I had previously worked with them at another employer, where they successfully implemented a new accounting system. Their team demonstrated a deep understanding of nonprofit financial structures and regulatory requirements.
When I transitioned to a new organization, the CPA firm initially engaged for our system implementation fell short of expectations. Their approach lacked the strategic insight and adaptability we needed, especially given the complexity of our grant funding and compliance obligations. The contrast between that experience and my prior engagement with Baker Tilly was night and day.
Recognizing the gap, I recommended to our board that we bring in Baker Tilly. Their team quickly proved their value again, not only by understanding our unique challenges but by recommending a third-party software solution that integrated seamlessly with our accounting system. They also ensured our AP and credit card platforms worked beautifully within the new framework, streamlining processes and improving accuracy.
What stood out most was their ability to adapt the system to our specific needs rather than forcing a generic solution. Their collaborative approach, technical expertise, and commitment to empowering our staff made a significant impact. It reaffirmed why I trusted them in the first place and why I continue to view them as a strategic partner. Review collected by and hosted on G2.com.
