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Who We Are
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Home
About Us
Who We Are
Our Services
Contact Us
Services
Home
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