Provide strategic advice to startups and growing businesses

Assist with business planning, market analysis, and growth strategies

Tailor solutions based on client needs to help businesses scale

Deliver actionable insights to optimize profitability and operations

Analyze and improve business operations to increase efficiency

Develop scalable systems and processes for growing businesses

Recommend tools and technologies to streamline workflow and reduce costs

Provide expertise in scaling business operations

Advise clients on financial planning and budgeting.

Assist in optimizing cash flow, managing expenses, and increasing profitability

Advise clients on compliance with labor laws and regulations

Advise clients on tech solutions to streamline business processes

Provide recommendations on accounting software

Analyze internal and external factors affecting a business’s performance

Provide data-driven insights on potential strategic directions

Develop actionable plans to improve market position and financial health

Accurately record all incoming and outgoing financial transactions

Categorize and code transactions for proper accounting

Maintain detailed records of all financial documents (invoices, receipts, bank statements, etc.)

Process and pay vendor invoices

Issue invoices to customers

Track and follow up on outstanding payments

Reconcile bank statements with company records

Identify and investigate any discrepancies

Calculate and process employee paychecks

Prepare and file necessary payroll taxes

Manage employee deductions and benefits

Generate financial reports (income statements, balance sheets, cash flow statements)

Prepare reports for management, owners, or investors

Maintain the general ledger and ensure its accuracy

Post journal entries to the general ledger

Design and maintain the company's chart of accounts

Utilize accounting software (QuickBooks) to manage financial data

Enter financial data into accounting systems

Ensure compliance with all relevant accounting and tax regulations

Advise clients on financial planning and budgeting

Assist in optimizing cash flow, managing expenses, and increasing profitability

Research: Researching potential funding sources and collecting data 

Writing: Writing grant proposals and reviewing grant submissions 

Project management: Managing timelines, coordinating with teams, and meeting deadlines 

Budgeting: Analyzing project costs, preparing budget justifications, and reviewing and recommending budget changes 

Reporting: Preparing reports, tracking expenditures, and recording budget revisions 

Strategic planning: Leading strategic planning sessions to align grant opportunities with organizational goals 

Develop Fundraising Strategies: Create and implement fundraising plans and strategies to meet organizational goals.

Donor Prospecting and Research: Identify potential donors and foundations, conduct research on their interests, and create tailored approaches.

Event Planning and Management: Organize fundraising events such as galas, auctions, or campaigns, including logistics, promotion, and securing sponsors.

Campaign Coordination: Plan and manage fundraising campaigns, whether online, direct mail, or peer-to-peer, ensuring goals and deadlines are met.

Tracking and Reporting: Maintain accurate records of donor information, contributions, and engagement. Provide reports on fundraising performance and outcomes.

Donor Stewardship: Acknowledge donations and express gratitude, ensuring continued engagement and future contributions.