Services

Our services are designed to help your business grow and thrive. Whether you’re just getting started, or have a long-standing project or organization that’s headed in a new direction, we’re here to support you with tools and ideas to reach the next level.

 
 

Finance & Accounting

Whether it’s planning for the future with capital budgeting and cash flow analysis, getting ready for your nonprofit audit, or handling day-to-day financial operations, we’re here for you. We work with all kinds of organizations and all levels of experience – we approach finances with a down-to-earth, realistic attitude, and can handle everything from the very complex organization with unique revenue flows, to the small business just getting started.

  • Systems analysis, selection, and implementation

  • Managing any operational accounting - one-time projects or day-to-day

  • Financial reporting and analysis to help inform your business decisions

  • Start-up operational needs – setting up or converting payroll, AR, AP, & other payment tools

  • Nonprofit audit preparation & management

  • Policy and procedure development and implementation

 

Organizational Design & Development

Designing the right structures for your business is important to get to where you want to go. We can help examine your core values, mission, and vision, and work with you to infuse those into your day-to-day policies and procedures. We can help you look at your staffing/board structures and training to implement processes and tools that are aligned with your strategy for your business.

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  • Core values development, mission & vision creation and updating

  • Staff training design & implementation

  • Board development and governance tools

  • Meeting facilitation

  • Aligning policies & procedures with strategy and culture of your work

 

Project Management

Projects, whether small or large, can be hard to manage – there’s a lot of moving parts, and a special project can take up too much of your staff’s time. If you’re starting a new project, a special event, a new department, or an entirely new venture, you may want to leverage the resources of an outside team who is sensitive to the specific needs of your organization. We’ll learn from you and help guide the project to completion.

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  • Project management tool selection

  • Project plan development

  • Stakeholder engagement planning and development

  • Working with your staff team to coach them on a project, or managing all the details with our team

  • Project reporting and reflection