Services
Our Services
Financial Management
- Creating financial policies and procedural manuals
- Assessing the financial health of an organization
- Providing financial management training to business leaders, senior management, boards of directors and finance staff
- Performing operational reviews and desk reviews in the pre-audit phase
- Budget preparation and monitoring
- Preparation of Form 990 (non-profits)
- Creating systems to ensure segregation of finance duties and responsibilities
Human Resources Management
- Creating employee handbooks
- Creating job descriptions
- Creating organizational and workflow charts
- Reviewing staffing needs and structures and making recommendations to maximize efficiency
- Administer employee benefits
- Set-up and process payroll
- Creating performance management systems and accountabilities
Administrative Services
- Applying for 501c3 exemption status with IRS
- Acting as fiscal sponsor for mission-aligned projects
- Managing Secretary of State filings
Board Governance
- Structuring an initial board of directors meeting
- Creating board manuals
- Conducting board orientation and annual retreats