Moving Forward Towards Independence
I am the Executive Director for Moving Forward Towards Independence. We are a non-profit 501(c)(3) classified as a private foundation. We are located in Napa, CA. We are a residential program offering transitional and independent living support to adults with disabilities. We are a sizable non-profit with close to 20 employees.In early 2016 we engaged Innovative Solutions CPAs & Advisors as our accountants. Our experience has been very positive.They began by working collaboratively with us to redesign the financial dashboard used by our board at its meetings. The board is happy with the new dashboard and now has the information at its fingertips that it needs to make decisions about the future of Moving Forward.With our previous accountants, we often discovered errors and had to spend a lot of time guiding and correcting them. Now we receive timely, accurate monthly reporting. This saves a lot of our time, and in the long run will save us money.In addition, Innovative Solutions proactively informs me and our board of items of concern. This helps us perform oversight to the organization.Recently, we were looking for legal representation for Moving Forward. Innovative Solutions is connected in the community and was able to connect us with local attorneys to interview.The other thing that I really appreciate about Innovative Solutions is its team members. They have been amazingly helpful. Deborah Heritage, one of their senior accountants, has been our main point of contact. She has been available whenever we need her. She listens patiently to our concerns. She easily translates our questions into accounting terms and back again. She never gets defensive, and she offers helpful ideas and explanations. She is a wonderful teacher and has been consistently forthright about when things will be done. She and several of Innovative Solutions’ partners have also attended our board meetings to help us understand our financial statements so we can use the numbers to guide our operations.I appreciate the relationship we have built with Innovative Solutions and the consistent support they have provided us. I would recommend them to any non-profit in need of a good accountant.
Rhonda Daniels, Executive Director, Moving Forward Towards Indpendence
I appreciate the relationship we have built with Innovative Solutions and the consistent support they have provided us. I would recommend them to any non-profit in need of a good accountant.