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:
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.
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Assessment of Strengths, Weaknesses, Opportunities, and Threats (SWOT)
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Identifying gaps in services and opportunities for innovation.
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Identification and analysis of key stakeholders, including beneficiaries, donors, partners, and volunteers.
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Establishing key performance indicators (KPIs) to measure progress.
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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 statusÂ
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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