Our Services
Structural & Compliance Foundation
Ensure that your legal, administrative, and financial bedrock is strong: compliant and sustainable under state and federal law.
Can include preparation and filing of all initial documentation with the relevant Secretary of State (e.g., Certificate of Formation for LLCs/Corps) and internal documents (Operating Agreements, Bylaws).
Assistance in obtaining the Employer Identification Number (EIN) and consulting on initial tax structure (e.g., Disregarded Entity, S-Corp Election, 501(c) Status).
Implementation of best practices for financial, donor, and operational recordkeeping for transparency and audit readiness.
Strategic Planning & Operation Efficiency
Focussing on internal alignment, let us provide the tools and build the necessary framework to define your direction, optimize performance, and achieve peak operational efficiency.
Facilitation of strategic planning sessions to define your organization's mission, vision, values, and set clear, measurable long-term and short-term goals.
Analysis and optimization of core administrative processes (e.g., workflows, scheduling, internal communication) to reduce waste, cut costs, and improve productivity.
Strategic consultation and philanthropic planning focused on aligning your mission with long-term funding needs, preparing for major gift cycles, and board engagement strategies.
Marketing, Communications & Resource Elevation
Expand your visibility and ensure that your message drives revenue, whether through grants and donations or sales and client acquisition.
Development of cohesive market positioning and messaging that resonates with your target audience.
Planning, design, and execution of professional digital platforms, paired with managing content strategies across social media and email marketing.
Creating a comprehensive, multi-year fundraising and communications plan that diversifies revenue streams and provides support for professional grant writing and submission. Importantly, that plan is personalized to your institution—not a general template we “imprint” on you.
Developing effective communication plans and processes to cultivate and retain both loyal donors and satisfied long-term clients, maximizing lifetime value.