Welcome Home

Who they are

Welcome Home is a nonprofit Veteran-centric organization with a community-based approach that empowers homeless and at-risk Veterans to return to society as productive, supporting citizens.  Since 1992, Welcome Home has passionately served veterans by working to honor their service and restore their lives, with a vision to end Veteran homelessness.
Case Study

How We Helped

Welcome Home first partnered with OCFO to help with a personnel transition. They needed immediate assistance to help transition the internal accounting function. Initially, OCFO helped with the interim accounting functions, allowing time to identify and refine current procedures and practices. OCFO also helped screen potential candidates and provided feedback for suggested duties. This resulted in an overall restructuring of duties and accounting processes, with Welcome Home being able to utilize some existing staff in new roles and promote other current staff into new and expanded roles.    

Today, OCFO serves as a partner in reviewing the monthly financial statements and assisting with annual budget generation and tracking.  OCFO continues to provide ongoing support and serve in a complementary role for Welcome Home’s accounting needs.  Megan Sievers, Welcome Home’s Executive Director, describes “how compatible Rebecca and OCFO have been to Welcome Home’s accounting needs.  She is dedicated to not only providing exceptional services and consultation, but she is passionate about seeing our team thrive by providing guidance and coaching.  As a nonprofit organization, stewardship of donor funds is a top priority.  Rebecca goes above and beyond to help ensure Welcome Home’s financial optimization and sustainability.  We truly could not appreciate her and OCFO more!”  

While the initial engagement with Welcome Home has shifted, OCFO continues to serve as a financial partner.  Elizabeth Jones, Welcome Home’s finance/grant manager, says “Rapid growth of the financials in the past 6 months has created challenges for Welcome Home.  OCFO has continued to provide oversight and guidance with strategies to successfully continue with the health of our financials.”  

The Welcome Home-OCFO partnership is a prime example of how outsourced accounting can benefit nonprofit organizations. These partnerships are a win-win for both OCFO and the organization. 

See the individual case studies for . . .


Learn How we can help your business move forward

Schedule a Meeting

Join Our Newsletter

Newsletter Sign Up
Optimized CFO > Non-Profit > Welcome Home
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram