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

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