We understand the unique challenges faced by non-profit organizations as you work to make a meaningful impact in your communities. Our tailored consulting services are designed to empower your organization with the tools, strategies, and support needed to grow sustainably, engage stakeholders, and drive lasting change. Whether you’re starting from the ground up or looking to enhance your operations, our expert team is here to guide you every step of the way. We provide solutions that help you focus on what matters most: your mission.
Stakeholder Engagement
- Lead board creation and management
- Provide prospect identification, donor development, and stewardship
- Perform campaign design and implementation
Startup / Ongoing Legal & Regulatory Compliance
- Manage California incorporation process and filings
- Create by-laws
- Create and file 501c3 status application
- Manage compliance matters
- Perform governance evaluations
- Provide board and committee meeting support
- Register organization as a foreign entity in other states
- Register organizations with federal, state, and local grant organizations and portals
Banking & Financial
- Review and assess financial institutions and assist with selection and account setup
- Identity and assist with the development of credit accounts
- Setup payroll and tax accounting services
- Develop internal controls and policies
- Select and install tax preparation (e.g., 990) and audit vendors
- Design general accounting and bookkeeping systems
- Manage accounts payable and receivable
- Create budgeting and reporting tools
Operation Management
- Perform a needs assessment
- Manage information systems
- Review and create internal procedures
- Review, assess, and manage insurance
Human Resources
- Perform compliance analysis and management
- Review, assess, and development of employment policies and procedures
- Create forms for employment agreements
- Create and review consultant contracts
- Create employee files
- Create employee information forms, time sheets, etc.
- Develop a Human Resource Information System (HRIS) or a payroll service/timekeeping system.
- Manage employee benefits
Marketing
- Website design and optimization
- Digital marketing strategy development
- Fundraising campaign design & execution
- Branding and identity development
- Donor segmentation and targeted campaigns
- Event marketing and promotion
- Influencer and affiliate marketing programs
- Marketing automation implementation
- SEO and SEM optimization for campaigns
- Multi-channel campaign integration
- Performance analytics and ROI tracking
Communications
- Content creation and management
- Storytelling for impact
- Internal communications programs
- Annual reports and donor newsletters
- Donor relations and stewardship communication plans
- Advocacy and awareness campaigns
- Video production and multimedia storytelling
- Community engagement strategies
- Leadership communication coaching