Supporting senior staff through business and accounting advice

The client

PISA Italian Meals & Services is a community based service that delivers homecooked Italian-style meals to the aged, people with disabilities and their carers.

PISA Italian Meals & Services is a community based service that delivers homecooked Italian-style meals to the aged, people with disabilities and their carers.The challenge

The challenge

The newly appointed Executive Officer, Kelley Russo, identified a number of key areas for improvement within PISA, including the need for a review of the service and its funding and better management of PISA’s finance function.

Kelley sought the advice of CBB’s financial consultants.

Our solution

CBB’s multi-faceted solution included a business review and recommendations. Ongoing financial and accountancy assistance was also provided including monthly accounting, budget development, forecasting and mentoring support for both the Executive Officer and Finance Officer.

The outcome

As a result of the business review, PISA now has processes in place to run the organisation smoothly and senior staff have a clear understanding of the organisation’s funding streams.

Accounting support has assisted the Executive Officer and Finance Officer to manage the finances, develop reporting processes, stabilise the budget and strengthen communication pathways with the board.

“Ongoing mentoring has been invaluable and lifesaving for me as the Executive Officer. The support and advice has increased knowledge and built confidence. CBB has been a wonderful support to PISA.”

Kelley Russo
Executive Officer, PISA Italian Meals & Services

Want to know more?

ronVisit our financial and accounting services page or get in touch with Ron Yates, our Senior Finance Consultant, whose has over 30 years’ experience providing finance and accounting advice.

Email: consulting@cbb.com.au 
Phone: 1300 284 364