CLIENT SUCCESS STORY

How We Helped AGE+

As AGE+ continued to grow in scale and complexity, we recognized our systems needed to evolve alongside our financial sophistication. Their partnership has helped us modernize our infrastructure, strengthen financial visibility, and position the organization for long-term sustainability and growth.

Stephanie Hooper, CEO
AGE+ is a leader in forging innovative solutions that improve the lives of older adults, their families, caregivers, and communities. They focus their work where the need is greatest, including rural areas, those with low income, and communities of color.

Client Overview: AGE+

AGE+ was founded to champion a new vision for successful and equitable aging across Oregon. Their mission is to empower communities, link generations, and stimulate innovation—ensuring that longer life is seen as an opportunity rather than a burden.

Originally spun off from the Jessie F. Richardson Foundation, AGE+ quickly evolved from a foundation initiative into a fully operational nonprofit with expanding programs, increasing grant funding, and broader statewide impact.

With growth came complexity.

The Challenge: Growth Outpaced Financial Infrastructure

As AGE+ expanded its programs and funding sources, its financial needs became significantly more sophisticated.

  • Real-time financial visibility for leadership and the board.
  • Grant-specific tracking and reporting across multiple funding sources
  • Audit readiness and annual audit coordination.
  • Cash flow forecasting and budget oversight.
  • Need to consolidate multiple entities for financial statements.
  • Automate internal controls that met nonprofit and funder compliance standards.
  • Scalable systems to support continued growth.

Leadership needed enterprise-level fiscal management—without building a full internal finance department—while keeping their team focused on mission delivery.

The Approach: Building a Scalable Financial Foundation

Primetrics began with a comprehensive operational and financial assessment to understand reporting requirements, grant compliance obligations, technology gaps, workflow inefficiencies, and board-level financial visibility needs.

1. Strategic Financial Leadership

We embedded a Fractional CFO to provide forward-looking financial strategy and oversight.

  • Financial strategy and forecasting
  • Grant budgeting and financial modeling
  • Audit preparation and coordination.
  • Board-ready reporting and financial narratives.
  • Cash flow planning and sustainability strategy.

This gave AGE+ executive-level financial insight—without the cost of a full-time CFO.

2. Technology Modernization & System Integration

To eliminate bottlenecks and manual work, Primetrics transitioned AGE+ to a modernized finance tech stack as well as our accounting staff overseeing the day-to-day accounting needs.

  • New online general ledger (GL) software optimized for nonprofit and grant accounting.
  • Automated document and invoice processing
  • Structured internal bill pay workflows.
  • Integrated expense management tools
  • Streamlined reporting metrics.

These changes created real-time financial visibility while strengthening internal controls and audit defensibility.

3. Process Optimization & Internal Efficiency

Beyond technology, our accounting staff redesigned workflows to improve efficiency and compliance.

  • Reduced manual data entry and reconciliation time.
  • Grant-level tracking by program and funding source
  • Clean monthly close procedures
  • Improved documentation for audit support
  • Timely, accurate reporting for leadership

The result was a finance function that supported growth rather than reacting to it.

The Results: Financial Clarity, Compliance, and Confidence

  • Real-time visibility into program-level financial performance
  • Improved grant reporting accuracy and compliance confidence
  • Structured, audit-ready financial environment
  • Streamlined bill pay and expense workflows.
  • Reduced administrative burden on internal staff.
  • Board-level reporting that supports strategic decision-making.

Most importantly, leadership reclaimed time and focus to invest in mission delivery and community impact.

Strategic Impact

AGE+ now operates with a scalable financial infrastructure designed for multi-grant complexity, predictable audits, clear forecasting, and sustainable expansion. What began as a nonprofit spin-off now functions with the financial discipline and visibility of a mature, growth-ready organization.

Three people sit together in a modern office, smiling and discussing documents in front of a laptop, suggesting a collaborative business meeting.

why Choose Primetrics

Primetrics delivers more than reconciled books; you get a roadmap for growth and success. Our model is built to deliver accounting that’s accurate, agile, and aligned with your goals. With a focus on clarity, accountability, and long-term success, we’ve created a culture where great accounting talent thrives, and where growing businesses get the insight they need to move forward with confidence.

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