Operational Support Tailored to Your Needs

Operational support can range from a specific back-office function such as monthly accountant reviews or donation processing and receipting to being your complete outsourced finance, donation processing and donor base management team.  The majority of the organizations we serve use us for all their operational needs.

Pricing is based on the number of transactions (count of donations, payroll checks, expense reports, bill and wires, etc.) and complexity of the transactions (type of grants, program structure, types of funds, sources of income, etc.) for the selected services.  A quote can be provided based on a completed estimation worksheet.  Prices do not vary month-to-month for ease of budgeting and cash flow planning.

Accounting and Bookkeeping

• Bill payment and wires
• Reconciliations
• Campaign and special event accounting
• Building program
• Management/Director reports
• Board reports
• Grant reporting
• Budget creation assistance
• Internal control framework and processes
• Work with finance committee to review/develop policies

Donation Processing and Receipting

• Receipting donations
• Bank deposits
• Credit card, electronic giving,
• PayPal donation processing and support
• Donor support/service/helpdesk

Staff Support

• Payroll
• Expense report reimbursement
• Staff reports
• Staff support/services/helpdesk

Tax and Audit Support

• Preparation for audit and 990
• Interaction with auditors
• Grant audit support

Mailings and Data Management Services

• Mailings
• Donor and financial system conversion and implementations

Administrative Support

• Executive Administrative Assistant
• Special Projects
• Access to Board/Conference Room for Board Meetings