Case study: The Family Co.
Clearer systems, stronger reporting, and better visibility for a growing not-for-profit
As demand for services increased, The Family Co. needed stronger finance systems, less manual admin, and reporting that could better support leadership and board oversight. Hopscotch helped modernise the finance setup, improve workflows, and create clearer visibility across the organisation.
Organisation
Sector
The challenge
Outdated systems, manual processes, and growing reporting demands were putting pressure on the organisation’s finance operations.
What Hopscotch helped with
Outsourced accounting support, cloud accounting migration, payroll workflow improvements, reporting, acquittals, and board reporting support.
What changed
Outsourced accounting support, cloud accounting migration, payroll workflow improvements, reporting, acquittals, and board reporting support.
The challenge
Growing demand was exposing pressure in the systems underneath
The Family Co. plays an important role in supporting women, children, young people, and families across the Sutherland Shire and St George areas. As the organisation grew, its finance systems and workflows were under increasing strain.
At the time, the organisation was relying on older software, pre-cloud systems, and manual payroll processes. That made it harder to maintain efficiency, get timely visibility over the numbers, and support the reporting needs of the organisation as complexity increased.
What Hopscotch helped with
A more practical, connected finance setup
Cloud accounting migration
Strengthen confidence in the numbers and improve reporting consistency across the year.
Payroll and workflow improvements
Time-sheeting and payroll processes were streamlined, reducing manual work and improving day-to-day efficiency.
Connected systems
Hopscotch helped identify and implement tools that suited the organisation’s needs, including TANDA for payroll and ApprovalMax for approvals workflows.e, defensible, and easier to act on.
Reporting and acquittals support
With better systems in place, The Family Co. was able to produce acquittals more efficiently and gain clearer visibility across funding streams.
Board reporting
With better systems in place, The Family Co. was able to produce acquittals more efficiently and gain clearer visibility across funding streams.
Board reporting
With better systems in place, The Family Co. was able to produce acquittals more efficiently and gain clearer visibility across funding streams.
The changes gave us greater transparency and real-time insights into the financial situation of our organisation.
What changed
Better visibility, less friction, and reporting the board could use
Processes became more efficient
Manual finance and payroll tasks were streamlined, which improved day-to-day efficiency across the organisation.
Financial visibility improved
Our approach is steady and process-led, so the work is easier to follow and less likely to become reactive.
Acquittals became easier to manage
Better systems and automation made it easier to prepare acquittal reports and review funded streams with less effort.
Board reporting became more useful
Board members received clearer reporting and were able to request deeper insight into specific parts of the organisation when needed.
The reports that Hopscotch generates for our board meetings definitely give the board members greater insight into the financial snapshot of the organisation at any particular point in time.
Related services
Support connected to this work
Next step
Looking for clearer systems and better reporting?
If your organisation is carrying too much manual finance work, or you need reporting that gives leaders and boards better visibility, we can help you work out the next practical step.