Customized to meet the unique needs of each client.
Financial Management
- Full-Charge Bookkeeping
- General Ledger, AP/AR, Bank & Credit Card Reconciliations
- Payroll Administration
- Financial Statements & Reporting
- Budget Development & Forecasting
- Grant Reporting & Fund Accounting
- 1099 Filings & Audit Support
- Coordination with CPA/Auditor
- Internal Controls & Compliance
- Restricted/Unrestricted Fund Tracking
Operations & Administration
- Annual Filings & Compliance (FDACS, State Reports)
- Email & Document Management
- Record Retention & Internal Control Policies
- Meeting Logistics, Minutes, Agendas
- Committee & Board Support
- Policy Development
- Leadership Support & Meeting Facilitation
- Program Oversight & Compliance
Events & Marketing
- Strategic Event Planning
- Donor Communications & Recordkeeping
- Sponsorship Development & Vendor Coordination
- Fundraising Committee Management
- Event Budget Management
- Donor Prospecting, Solicitation, & Stewardship Plan Development
- Digital Newsletters
- Website Updates & Management
- Social Media Strategy & Execution
- Design and Creation of Promotional Collateral
Executive Services
- Fractional Leadership
- Interim Executive Leadership
- Board Liaison Services
- Strategic Planning & Management Reporting
Foundation Management
- Board & Governance Support
- Operations & Infrastructure
- Grant Management and Reporting
- Financial Management
- Regulatory Compliance
- General Administration & Strategy
Executive Suite Services (SWFL Homebase Office)
- Virtual Office & Mail Handling
- Professional Office & Conference Room Access
- Administrative Support
For more information about our services please contact us.
