Accounting & Bookkeeping

• Establish an easy-to-use accounting system for your business and provide the training for you to maintain and manage it yourself
• Invoice and purchase order templates, invoicing strategies and schedules
• Account Reconciliation
• Credit and collections - bring all your accounts up-to-date and keep them that way!
• Accounts payable - keep your vendors happy

Office Operations

Office rejuvenation! Through quick discussions with key staff, we provide an overview of how to combine and streamline similar functions, set up processes to save time and money, and prevent the need for additional staffing. Through your direction, we also dig in and get your office in order.

• Combine cross-functional office tasks and roles
• Streamline activities for maximum efficiency
• Presentations and sales / product brochures
• Newsletters - hard copy or online
• Statistical analysis and data presentation
• Design, compile, and present survey results
• Form design - beautiful and easy to use
• Simple, straight-forward databases
• Organizational and flow charts
• File systems for hard copy files and computer desktops
• Overall organization

Web Site Development

• Establish your presence on the internet by creating a web site tailored to your business and goals
• Rejuvenate your current site
• Refresh content and create new areas of interest

Computer Training

Small group or 1:1 training on commonly used software packages.

Word Plus and Excel Plus - overcome the common pitfalls and formatting mistakes of Microsoft Office. Simple, hands-on courses that take you through how most users actually use Word and Excel, and simple solutions and tricks to make your documents and spreadsheets shine.

Human Resources

• Policies and procedures for your business size, including employment practices, leaves of absence, internet usage, safety, etc.
• Employee handbook - the basics to keep you in compliance
• Form creation for the entire personnel cycle, including employment applications, enrollment forms, evaluations and separations

Events

Provide solid organization and backbone for your Board AND your fundraising event, workshop, conference or social gathering.

• The Event - from food to wine, setting the theme, the timeline, managing staff and volunteers, right down to the after-dinner mint
• Sponsorship and auction item solicitation assistance
• Rally and supplement your current volunteer force
• Programs, invitations and thank yous
• Tracking the details - invitation responses, sponsorships, seating, revenue and expense

Our services are tailored to you, your business, your needs. Reasonable rates - satisfaction guaranteed.