Case Studies

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

Young black girl looking at a science exhibit, close up


Client Details

San Diego Children's Discovery Museum (SDCDM) is a nonprofit 501(c)(3) organization providing hands-on educational exhibits and programs focusing on science, art, and world cultures for over 10,000 visitors including children, families, and school groups annually.


SDCDM's full-time CFO retired and no one was hired in the interim to handle the Controller-level accounting functions.  Plumb was initially brought on board in early 2014 with an overall goal of improving processes and systems to attain financial transparency and assist with the yearly audit. Currently, Plumb provides full outsourced accounting services for SDCDM:

  • Outsourced Controller-level financial insight
  • Full-cycle accounting, bookkeeping & payroll services
  • Preparing month-end financials with notes
  • Recording donations & pledges
  • Cash forecasting
  • Budget-to-actual variance analysis
  • Tracking restricted funds & schedules
  • Bank & credit card reconciliation
  • Participation at monthly Board meetings

The Solution/Outcome

  • Produced timely, accurate and decision-enabling financial statements
  • Created up-to-date donor tracking system to ensure financial allocation of expenses and fund accounting are successfully implemented
  • Collaborated with management in the development of accounting policies and procedures to ensure that internal control activities meet overall objectives
  • Installed and migrated to QuickBooks Nonprofit Edition
  • Provided yearly audit support with CPA firm
  • Streamlined year-end close with necessary adjustments delivered to CPA for preparation of tax return