Stakeholder Engagement
- Lead board creation and management
- Provide prospect identification, donor development, and stewardship
- Perform campaign design and implementation
Nonprofit Startup and On-going Legal and 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 and 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
