SERVICES
FISCAL MANAGEMENT
- Planning, directing, and advising of financial resources
- Provide seamless accounting infrastructure that maintains accurate and complete fiscal transactions related to each project/grant
- Monitor budget, track expenses, and advise modifications
- Prepare monthly/quarterly fiscal reports
- Prepare invoices for billing to grantor organizations
- Fiscal closeout of grants and contracts
GRANT IMPLEMENTATION & OVERSIGHT
- Negotiate grant contracts and requirements
- Facilitate the review, interpretation, and implementation of grants and contracts
- Maintain ongoing updates and communications related to grants and contracts
- Maintain calendar for delivery of outcomes
PROGRAM STRATEGY & DESIGN
- Brainstorm program desired outcomes
- Conduct internal and external analysis
- Establish strategic goals
- Create implementation plan
- Establish program budget
- Develop staffing plan
- Develop implementation plan schedule
- Provide evaluation tool(s)
COMPLIANCE/ REGULATORY OPERATIONS
- Legal entity compliance
- Organizational financial requirements
- State tax reporting and exemptions
- Licensing compliance
- Grants and contracts compliance
POLICY DEVELOPMENT
- Create operational guidelines
- Monitor policy and regulations across states
- Analyze and identify updates needed
- Bylaws review
- Create governance and program manuals, handbooks, and SOP
RESOURCE DEVELOPMENT
- Annual giving campaigns
- Board development
- Capital campaigns
- Campaign management
- Donor management system
- Interim development & grants staffing
- Special events execution