A-to-Z List of Options

Whether you're looking for an efficient way to fill a temporary staffing gap, or you seek assistance with a project, or you prefer an ongoing partnership...please contact us!

A

Accounting and Finance Policies & Procedures

Assess Current Resource Development (process & performance) 

Assess Board Structure & How to Foster Greater Engagement (board size, term length & limits, meeting frequency, etc.)

Automated Systems Review & Implementation

B

Board Development, Education and Training

Bookkeeper Training

Budgeting & Forecast Analysis

Business Analytics

Business Coaching

Business Plans

Business Process & Management Assessment

C

Cash Flow Projections

Contract Employee (Hire us for a specific job at a specific rate of pay & you enjoy flexibility.) 

Create Chart of Accounts

Custom Software Solutions

D

Development

Due Diligence Review

E

Events

Executive Coaching

F

Finance & accounting policies & procedures

Financial presentations for your board or funder or lending institution

Fundraising Planning & Evaluation

G

Group Coaching

Grant Writing Assistance 

H

Help to Streamline Bookkeeping & Accounting Duties

Historical Bookkeeping Clean-up

I

Implementation Planning  (performance objectives, budgeting, evaluation & reporting)

Information Technology

Interim Bookkeeper, Accountant or Executive

J

Journalizing Training (the 5 aspects of a transaction)

K

Knowledge Based System

Provide KPIs 

L

Leadership Coaching

Leadership Transition

Loan Application Assistance

Loss Management Advisory

M

Management Accounting

Marketing

N

Nonprofit Management 

Not-for-profit Corporation Start-up Consultation

O

Operational Policies

Outsourced CFO

P

P&L Analysis

Policy & Procedure Design

Process Design & Improvement

Project Management

Proposal Writing 

Public Relations

Q

QuickBooks Set-up

R

Reporting (let us deliver the reports that you and your board need)

Results-oriented Coaching

Revise Board Job Descriptions (including implementing a clear fundraising expectation).

Risk Analysis 

S

Special Events

Sponsorship Training

Start-up Guidance (nonprofit or business)

Strategic Planning Facilitator

Streamline and Automate Critical Operations & Systems

SWOT Analysis

T

Technology Integration

Temporary Assignments (to fill staffing gap)

U

User-friendly Software Solutions

V

Virtual mentoring and tutoring

Validate Organizational Goals & Mission (alignment throughout the organization)

W

Writing Copy (for grants, PR, advertising, marketing, social media and/or your company's Annual Report)

Work Made for Hire (you own the software and/or systems that are the end result of our work. It's yours.)

X

Xtra Helpful (we aim to please)

Y

Y-T-D Financial Statements (year-end & month-end statements prepared with notes for easier presentation to the board, working committee or investor)

Z

Zero Based Budgeting (ZBB) Service (provides a systematic basis for resource allocation and conservative operating plans where every fiscal year starts from scratch with no pre-authorized / pre-assumed funds).

Let us custom craft your unique service agreement, not only to produce results but also to give you the tools you need to grow and succeed into the future.