We assist organizations by engaging in strategic planning to define clear vision and specific activities and strategies for achieving established goals.

We provide coaching and expertise to navigate beyond startup to organizational maturity. We use various assessments to help pinpoint the development stage and to establish a course of action.

We assist organizations determine what local resources are available that they have not tapped into.

We work with nonprofit board of directors to help them better function in their multiple strategic leadership roles: setting direction, making policy and strategy decisions, providing oversight and monitoring organizational performance and ensuring overall accountability and financial healthiness.

Don’t be stress or hassle by all the paper work in starting your nonprofit. We can handle the preparation and filling as necessary of the EIN and State Lever Corporation papers. 

We help organizations develop guidelines that strengthen the operation’s regulations to generate appropriate actions in running an effective organization. We also assist in reviewing current policies to ensure the organization has the correct policies in place.

We assist organizations at different stages of their succession planning process. We assist preparing organizations for executive transition, developing tools and instruments to complete an executive search and placement, helping the current ED successfully transition and steering the working trust between the new ED and board and staff. We also provide senior advisory services in case of an emergency succession and to assure organization’s longevity after an executive transition.

We aid in reviewing and updating personnel policy for compliance with all federal, state and local laws.

We provide guidance in setting up a bookkeeper’s office, along with offering other financial management related functions like an internal auditor, and reimbursement and payroll management to name a few services. 

We offer up-to-date information for regulatory solutions to questions on nonprofit management issues such as IRS regulations, tax laws, fundraising issues, State requirement and many others.  We also work with organizations to help keep them in compliance.

We assist in establishing centralized internal policies for operating of funded projects and programs and the use of grant funds.

We help in the development of financial policies and procedures to guide how an organization uses and manages its money.