Navigating a Leadership
Change & Uncovering $140K
in Operational Potential

The Situation

Southwestern Yacht Club was undergoing a leadership change—operating for a period without a General Manager and navigating changes in the Controller role.

To keep operations steady and ensure nothing fell through the cracks, SWYC brought in Optima Office for interim finance and HR support.

What began as short-term stabilization quickly evolved into a strategic opportunity to strengthen systems, uncover hidden value, and lay the groundwork for long-term improvements.

Key Actions Taken

Once SWYC’s new General Manager came on board, Optima was able to take a deeper dive into day-to-day operations. With fresh leadership in place and open collaboration, our team identified opportunities to streamline workflows, reduce inefficiencies, and strengthen financial visibility across departments.

Through this proactive review, we uncovered over $140,000 in financial clarity—along with time-saving improvements and long-term cost reductions.

Here’s what we tackled:

✔ Reconciled prior-year financials and restored data accuracy
✔ Automated payroll and improved time tracking workflows
✔ Optimized vendor relationships for service and savings
✔ Reduced digital clutter and unnecessary purchases
✔ Introduced cash forecasting and formal reporting structure

The Results

● $140K in clarified value through accurate financial reconciliation
● 5+ days saved every month in accounting close cycles
● Significant cost reductions across payroll and vendor expenses
● Improved reporting clarity for volunteer leadership
● Better internal culture through transparency and structure