Ongoing - Small Org (2-4 employees)

Ops:

  • Employee handbook development

  • Technology setup & administration

  • Insurance setup and renewals

Finance:

  • Monthly budget to actuals

  • Forecasting

  • 990 preparation and review

Bookkeeping:

  • Bookkeeping

  • Expense reimbursement

  • Invoice management and payments

Legal:

  • Access to legal support/compliance

  • Fundraising registration

  • Contracts

HR:

  • PEO setup and admin

  • Benefits management