What We Do

Your Partner in Mission.

Research shows that great outsourcing requires the right partner. There's more at stake than just low costs. You need someone who will partner with you - heart and soul - to achieve your mission.

 

Finance and Accounting Services

  • We provide full-service bookkeeping including gift handling, bill payment, expense report clearing, account reconciliations and other administrative support to your operations and programs. Easy smartphone solutions for many of these activities make your life simpler.

  • We do all the necessary accounting to provide you with timely financial, grant and management reports to the board and executive staff, and prepare your organization for successful audits and tax filings.

  • We can manage your budgeting, financial planning and analysis from beginning to end, or provide help as you need it.

  • Specialty services for more complex financial situations are available ad hoc, or as an ongoing fractional employee. This can include assistance with banking, loans and treasury services, contract reviews, drafting RFPs, special analyses and financial modelling and support on most of the commercial and financial tasks your organization faces, and providing staff support to your board’s financial, investment and/or audit committees.

 

Human Resources Services

  • Keep your employees happy by paying them accurately and on time. Services help you navigate increasingly complex labor rules for non-exempt employees, employee vs. contractor status, and other filing requirements.

  • Full service including creation of job descriptions, posting, screening, offer letters and background checking or just help with part of your process is available.

  • From goal setting, to evaluation, to improvement plans, we can support your getting the best from your employees, and meshing your process with your strategy and culture.

  • We can keep your pay tied to market compensation and your internal criteria.

  • There is a complex array of options available; we’ll help you design the package that is right for you.

  • Specialty services for more complex situations are available ad hoc or as an ongoing fractional employee. Our experienced HR professionals can help with organization and development, culture-building, team building, employee training, setting up your HRIS platform, and many other areas.

 

Corporate and Board Support Services

  • We can assist you with preparation of corporate policies, board manuals, director self-assessments, CEO assessments, and other tools for easier governance. Support to non-profit corporate start ups is also available.

  • Within your culture and context, we can refresh your mission and vision, analyze your competitive position and internal competencies, and develop strategic priorities and objectives for development of tactics and KPIs.

  • We’ll file your routine state, county and city or licensing paperwork, after calendaring it.

If you are not sure what you need, assessment tools are available for:

  • Accounting and Financial Operations

  • Human Resources

  • Board Governance Infrastructure

Pricing

Options include:

  • Fixed monthly service fee for ease of budgeting

    • Monthly fee can bundle many services

  • Per hour pricing for one-time consulting services, or ad hoc services that cannot be bundled

Our non-profit rates are set to be affordable. If your service fees total more than $1000/month, even lower prices apply.