
Description of Services
Below are a detailed description of our services.
Accounting Review and Setup

We assess and assist you to upgrade your accounting systems.
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Examine your Accounting system (Chart of Accounts) Cash/Accrual
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Convert to a new accounting system if necessary
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Set up a payroll system
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Set up systems to integrate with bank or payroll system
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Create and enter a budget for comparison reports
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Create additional standard reports for board members
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Train and support your team/bookkeeper (we do not do data entry)
Fund Development

We assist you to create and implement a plan for increasing and diversifying revenue.
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assist you to identify available funds and create a fundraising plan (May include establishing projected budgeted income)
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Identify five new grant prospects / individual and corporate donors
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assist with the creation of a grant template and /or solicitation letter/email
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assist to find a grant writer to solicit funds
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Create a system for tracking grants/ donors solicited and funds received (May include setting up a CRM)
Event Planning

We help you determine whether events are a viable option for your agency.
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Establish the purpose and goals for events
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Determine ways to increase sources of funding at events
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Form a committee to manage event details - Attend meeting
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Promote your event
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Involve board members in your events
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Discuss software you can use to make your event successful
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Connect with celebrities or speakers for events
Board Development / Succession Planning

We support your efforts to have a great board that gathers resources and governs effectively
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Based on bylaws and discussion determine the number of board members you would like to have.
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Create a grid to attract members to fill the organization's needs
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Register with agencies that provide board members
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Form Committees led by board members
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Create Board pledge documents with descriptions of board roles and duties
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Determine the minimum amount board members should contribute and solicit
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Create a structure for onboarding members and their terms, elections, and duties for officers
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Create a plan for storing board-related documents - Meeting minutes and agendas, reports, legal documents
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Attend the meeting if required to assist with creating agenda and minutes
Strategic Planning

We guide your board as they have a preliminary Strategic Planning session with some of the elements of a full strategic planning process such as:
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Discussion of Vision, Mission, and Core Values.
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A simple SWOT analysis.
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A discussion about Core Competencies - What JIP will be able to achieve in the next two years?
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We will review any previous plans and whether goals were accomplished or should be repeated.
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We will examine what is needed in the following categories: Administration, Fundraising, and Program, and determine which goals will take priority.
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We will discuss growth and resilience strategies and attempt to come up with 4 to 6 overarching strategic imperatives (SMART goals)
Grant Management/ Program Development

Coming soon!!!