Description of Services

We assess and assist you to upgrade your accounting systems.

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• Examine your Accounting system (Chart of Accounts) Cash/Accrual

• Convert to a new accounting system if necessary

• Set up a payroll system

• Set up systems to integrate with bank or payroll system

• Create and enter a budget for comparison reports

• Create additional standard reports for board members

•  Train and support your team/bookkeeper (we do not do data entry)

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)

• Identify five new grant prospects / individual and corporate donors

• assist with the creation of a grant template and /or solicitation letter/email

• assist to find a grant writer to solicit funds 

• Create a system for tracking grants/ donors solicited and funds received   (May include setting up a CRM)

​We help you determine whether events are a viable option for your agency. 

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• Establish the purpose and goals for events

• Determine ways to increase sources of funding at events

• Form a committee to manage event details - Attend meeting

• Promote your event

• Involve board members in your events

• Discuss software you can use to make your event successful

• Connect with celebrities or speakers for events

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. 

• Create a grid to attract members to fill the organization's needs

• Register with agencies that provide board members

• Form Committees led by board members

• Create Board pledge documents with descriptions of board roles and duties

• Determine the minimum amount board members should contribute and solicit

• Create a structure for onboarding members and their terms, elections, and duties for officers

• Create a plan for storing board-related documents - Meeting minutes and agendas, reports, legal documents

• Attend the meeting if required to assist with creating agenda and minutes

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. 

• A simple SWOT analysis.

• A discussion about Core Competencies - What JIP will be able to achieve in the next two years?

• We will review any previous plans and whether goals were accomplished or should be repeated.

• We will examine what is needed in the following categories:  Administration, Fundraising, and Program, and determine which goals will take priority. 

• We will discuss growth and resilience strategies and attempt to come up with 4 to 6 overarching strategic imperatives (SMART goals)

Coming soon!!!