Our Services

Financial Management:

Efficient and transparent financial management tailored to the unique needs of nonprofits.

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Fiscal Management
Internal control studies and recommendations
Provide seamless accounting infrastructure that maintains accurate and complete fiscal transactions related to each project/grant
Monitor budget, track expenses, advise modifications
Prepare monthly/quarterly fiscal reports
Prepare invoices for billing to grantor organizations
Fiscal closeout of grants and contracts

Human Resources Support:

From leadership to staff development, we help you build and maintain a resilient and skilled team.

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Review of current staffing levels and organizational structure.
Analysis of recruitment processes, including diversity and inclusion efforts.
Assessment of workplace culture and employee morale.
Identification of training needs for specific roles or departments.
Identification of future workforce needs based on organizational goals.
Incorporating DEI principles into all aspects of the organization’s work.
Ensuring that programs and services are accessible and equitable.

Technology Solutions:

Leverage the power of technology with our customized solutions for improved efficiency and impact.

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Information Systems Review
Product Installations
Technical Training

Resource Development Strategy:

Create a systematic plan to acquire, manage, and maximize the resources needed to fulfill the organization’s mission and goals.

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Fundraising strategies
Annual Giving Campaigns
Capital Campaigns
Campaign Management
Donor Management System
Interim Development & Grants Staffing
Special Events Execution

Strategic Planning:

Collaborate with us to develop and implement strategic plans that align with your organization’s mission and vision.

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Clarification and reaffirmation of the organization’s mission and vision.
Assessment of Strengths, Weaknesses, Opportunities, and Threats (SWOT)
Identifying gaps in services and opportunities for innovation.
Identification and analysis of key stakeholders, including beneficiaries, donors, partners, and volunteers.
Establishing key performance indicators (KPIs) to measure progress.
Implementing mechanisms for regular monitoring and evaluation of programs and overall organizational performance.

Operational Procedures and Policies:

Develop operational policies and procedures crucial for ensuring consistency, efficiency, and compliance with legal and ethical standards.

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Operational Procedures

Compliance/Regulatory Operations
Legal Entity Compliance
State Tax Reporting and Exemptions
Licensing Compliance
Grants and contracts compliance

Policy Development

Create operational guidelines and policies
Monitor policy and regulations across states
Creation and/or review of organization’s bylaws
Create governance and program manuals, handbooks, and SOPs

Fiscal Sponsorship

As a fiscal sponsor we can help your project or idea come to fruition. We can receive grants or funds on behalf of another nonprofit or project that does not have tax-exempt status

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*On behalf of the beneficiary

Negotiate grant/contract and requirements
Facilitate the review, interpretation and implementation of grant/contract
Maintain calendar for delivery of outcomes
Provide seamless accounting infrastructure that maintains accurate and complete fiscal transactions related to each project/grant
Monitor budget, track expenses, advise modifications
Prepare monthly/quarterly fiscal reports relating to grant/contract
Prepare invoices for billing to grantor organizations
Fiscal closeout of grants and contracts
Maintain pertinent reports and backup documents according to grant agreement

Unlock your Organization’s Full Potential

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