Your SOURCE for Innovative Solutions

The more time we have to prepare, the more seamless the transition will be for your volunteers, members and donors. If you have immediate administrative needs, we can assist and have our team in place in less than a week. Most new clients are looking to start service 3-6 months out.

Our contracts are priced in two ways: (1) flat monthly fee; or (2) on a per-project basis. When we base services on a flat monthly fee, we take an average of the staff time needed over a 12-month period. Every organization has busy and slow times and our services provide the type of flexibility required to meet your needs. We provide monthly reports which outline staff time spent on specific projects and tasks. For special projects such as event management, strategic planning, website design and CRM database creation we provide services on a per-project basis.

Absolutely. You are able to customize the services that fit your needs and also fit within your budget.

You discover a new found peace of mind using our staff to serve as your Executive Director, program manager, bookkeeper and/or IT professional. There are multiple benefits to our services: (1) You eliminate the risk of being an employer (2) Workers compensation insurance, salaries, benefits, payroll taxes, hardware and some software costs are all included in our rates (3) We recruit and train new employees and are constantly providing continuing education to our employees to ensure they are staying on top of the latest trends. (4) Specialized services which leads to greater efficiencies while saving you time and money.

During the onboarding and transition process, our management team learns about the needs of your organization and works to identify the best internal candidate to meet your current and future needs. We handle the entire HR aspect of hiring and assigning staff for you. Your assigned administrative professional is typically finalized 3-6 months after you start services.

Our standard office hours are 9am – 4pm PT, Monday – Friday. Our team is available outside of our normal business hours based on the needs of your organization. In addition, our call center is open and available to answer your calls 24 hours a day, 365 days a year.

Yes you can. Our IT and administrative team will work with your existing staff or volunteers to get access to the information we need to transition your existing website, phone number, emails and social media accounts. Most technologies are transitioned to our team within 7 business days, but can be finalized in as little as 48 hours.

Lets start with what is covered. Our contracts include the costs of: employee salary and benefits, training and development, office space, technology and most software needs such as Microsoft Office and Adobe Suite. Our contracts do not cover: staff travel expenses, software needs such as QuickBooks Online, CRM databases, CPA and legal fees, etc.

We use an opensource web based CRM database designed to improve your communications, track data and automate basic tasks such as event registration, donation management, email communication and so much more. Say goodbye to manually updating your old contact files in Excel. All of your data is stored in one place making you more knowledgeable and efficient.

We do not have a lobbyist on staff. If you are an organization that is very active in advocacy and influencing legislation, we have a list of lobbyists we have worked with in the past that have been successful in delivering results for our clients. While we do not have a lobbyist on staff, our executive team can assist you in getting your advocacy efforts off the ground.