Accounting

• Bookkeeping

• Audit management and assistance

• Preparation of financial reports

• Sales tax filing

• Grant expense tracking & reporting

Accounts Payable

• Payment of bills, vendors, and contractors

• 1099 filing

Accounts Receivable

• Invoice drafting, sending, and tracking

• Collections on outstanding invoices

• Logging incoming checks, credit card payments, and EFT/ACH payments

Payroll

• Full-cycle payroll processing

• Worker’s compensation audits

Financial Planning & Analysis

• Support with drafting, approving, and managing yearly, project, and grant budgets

• Ongoing budget versus actuals analysis

Administration

• Mail scanning & logging (mail pick-up service available)

• PO Box mailing address service

• City and state regulatory compliance filings

• Operational infrastructure support

• Schedule & inbox management

HR

• Onboarding & offboarding support for employees

• Benefits administration

• Drafting and tracking of vendor contracts

Communications & Development

• Sending donor acknowledgment letters

• Maintaining donor records

Org Alignment

• Support with evaluation or design of org mission and vision

• Support with evaluation or design of values and points of unity

• Facilitation and planning of org retreats and team building exercises

• Meeting facilitation and conflict resolution

Org Structure

• Assessment, design, and implementation of decision-making structures and org charts

• Business model strategy & design

Professional Development

• Financial literacy trainings for staff