Expert operations, finance, and HR support for nonprofits, so you can focus on your mission.

Our Services

Start Up

From successfully incorporating nonprofits of all sizes to setting up the essential tools to ensure that it runs smoothly, we provide a broad range of services so you and your team can focus on doing the work of running your nonprofit - to - From successfully incorporating nonprofits of all sizes to setting up the essential tools to ensure that they run smoothly, we provide a broad range of services so you and your team can focus on doing the work of running your nonprofit.

Full operational build out of new 501c3 and c4 organizations.

Operations

  • Systems setup

  • Computer purchasing and set up

  • Org insurance

  • Board of Directors - governance best practices

Finance

  • Banking setup

  • Chart of accounts

  • Bill pay, expense reimbursement and bookkeeping setup

Legal

  • Articles of incorporation and bylaws

  • EIN

  • 1023 and state filings

  • Initial policies

  • Contract and grant templates

Human Resources

  • Employee handbook

  • PEO setup  

  • Payroll design

  • Benefits setup

  • Compensation policies

Ongoing Operations and Finance Support

Our flagship ongoing support service offers outsourced operations, finance and legal management. Gain access to a high-level of expertise at a fraction of the cost, ensuring your organization’s back-end operations run smoothly.

Ongoing - Small Organization (2-4 employees)

Operations

  • Employee handbook development

  • Technology setup and administration

  • Insurance setup and renewals

Finance

  • Monthly budget to actuals

  • Forecasting

  • 990 facilitation and review

Bookkeeping

  • Bookkeeping

  • Expense reimbursement

  • Invoice management and payments

Human Resources

  • PEO setup  

  • Benefits management

Ongoing - Large Organization (5+ employees)

Operations

  • Employee handbook development

  • Technology setup and administration

  • Insurance setup and renewals

  • Grants Management

Legal

  • Access to legal support/compliance

  • Fundraising registration

  • Contracts

  • Legal trainings on c3 and c4 compliance and risk management

Finance

  • Monthly budget to actuals

  • Forecasting

  • 990 facilitation and review

  • Annual Budgeting

Human Resources

  • PEO setup and administration

  • Benefits management

  • Compensation study and philosophy development 

  • HR policy development and management

Bookkeeping

  • Expense reimbursement

  • Invoice management and payments

  • Bank management

Legal

  • Access to legal support/compliance

  • Fundraising registration

  • Contracts