Ongoing - Large Org (5+ employees)

Ops:

• Employee handbook development

• Technology setup & admin

• Insurance setup and renewals

• Grants management

Finance:

• Monthly budget to actuals

• Forecasting

• 990 preparation and review

• Annual budgeting

Bookkeeping:

• Expense reimbursement

• Invoice management and payments

• Bank management

Legal:

• Access to legal support/compliance

• Fundraising registration

• Contracts

• Legal trainings on c3 and c4 compliance and risk management

HR:

• PEO setup and administration

• Benefits management

• Compensation study and philosophy development 

• HR policy development and management