Case Studies

Learn more about our work with clients in many different industries.

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Client Details

For 45 years, Walden Family Services has pioneered specialized foster care and adoption services for children, youth, and families throughout Southern California.

The Challenge

Teresa Stivers and her team at Walden Family Services were going through a difficult transition after the loss of their CFO consultant and a senior accountant. Teresa approached Plumb for help with the transition and lots of auditing.

“It was unexpected how much help we needed with the transition and audits. Plumb came in and hit the ground running. They handled every level of auditing and financial help we needed,” Teresa acknowledged.

The Solution/Outcome

Plumb worked nights and weekends for three weeks to make sure Walden would make their deadlines.

“Plumb’s employees have been phenomenal. They has kept us up to speed with frequent communication. Always letting us know of any concerns or needs, and frequently gave us good news. They were excellent to work with.”