Services

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Non-Profit Formation

• Federal and state government registration
• Establishing bank accounts
• Set up accounting system and donor management
• Board formation advisement

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Donor & Systems Management

• ​Acknowledgment of donations
• Monthly and yearly tax receipts
• Establish systems and train staff to manage them

Administrative & Governance Services

• Government compliance filing ​   (local & federal)
• Work with CPA on 990 preparation
• State Annual filings​

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​Communication

• Email account management
• Fundraising and event management
• Social Media Syncing and Management
• Website establishment and maintenance 

Financial Management ​

• Project Accounting
• Grant Management
• Payroll
• Financial Statement Preparation
• Bookkeeping: set up, maintain and reconcile books and donation platforms

Board Advisory Services

• Strategic Planning 
• Writing and evaluating Board Policies
• Board Meeting Planning

Clients We've Worked With