Navigating a Leadership
Gap & Discovering $140K
in Operational Potential
Southwestern Yacht Club's Transition Opened the Door the Real Improvements
Reduced Costs
Across Payroll, Vendors, and Benefits
5+ Days
Saved on Every Month-End Close
$140,000
in Misstatements Uncovered & Corrected
Company size: Mid-sized private club
Industry: NonProfit
Location: San Diego, CA
Southwestern Yacht Club, founded in 1925, is a historic, members-only nonprofit organization located in San Diego, California. As one of the largest and oldest yacht clubs in the area, it has fostered a vibrant community of boating enthusiasts for nearly a century.
The Situation
When Southwestern Yacht Club (SWYC) experienced a leadership transition—operating for months without a General Manager and facing turnover in the Controller role—they brought in Optima Office for interim support.
The goal? Keep things steady.
The outcome? A strategic transformation they didn’t know they needed.
What We Uncovered
Once SWYC's new GM, Dan, came on board, our team was able to dig deeper and spotlight areas for operational upgrades. What began as maintenance turned into measurable gains across HR, accounting, and vendor management.
Key Actions Taken
✔ Corrected payroll data and automated time-consuming processes
✔ Used external HR resources (like SDEA) to resolve conflicts
✔ Transitioned to more service-oriented, cost-effective vendors
✔ Reduced digital clutter and unnecessary supply waste
✔ Introduced cash forecasting and formal reporting structure
The Results
● $140K in prior-year accounting corrections
● 5+ days saved on every month-end close
● Significant cost reductions across payroll and vendor fees
● Improved clarity for volunteer leadership
● Better culture and transparency across the organization
Wondering What Operational Potential You Might Be Missing?
Whether you're navigating a leadership change or just trying to work smarter, Optima Office helps uncover value where others don’t look.
