NONPROFITS & COMMUNITY ORGANIZATIONS

Clear governance, grant-ready compliance, and maximum mission impact.

Running a nonprofit requires balancing mission-driven passion with strict legal standards, board oversight, and public transparency. Whether you are launching a new community initiative or scaling an established organization to secure larger grants, operational errors can threaten your tax-exempt status.

We provide the specialized administrative, financial, and governance support required to build an audit-ready, highly compliant backend that earns donor and board confidence.

detailed services breakdown

    • State Incorporation & Entity Filing: Drafting and filing Articles of Incorporation, obtaining your EIN, and setting up state tax exemptions.

    • IRS Form 1023 / 1023-EZ Application: Complete preparation and submission of your federal tax-exempt application with the IRS.

    • Bylaws & Governance Frameworks: Custom drafting of organizational bylaws, conflict of interest policies, and initial board structures.

    • Restricted vs. Unrestricted Fund Tracking: Structuring your books to track donor-restricted funds, grants, and general operational dollars separately.

    • Grant Reporting Preparation: Generating clear, itemized financial reports required for grant acquittals, foundation updates, and Form 990 tax filings.

    • Internal Financial Controls: Setting up dual-authorization workflows, expense approval limits, and anti-fraud protocols.

    • Board Manuals & Training Packets: Designing clear orientation materials detailing board roles, fiduciary duties, and legal responsibilities.

    • Operational Health & Compliance Audits: Comprehensive reviews of existing administrative workflows, governance practices, and policy gaps.

    • Meeting & Minute Protocols: Establishing compliant record-keeping procedures for board meetings, resolutions, and committee actions.

More details and things to know

  • Mission & Ops Consultation: We review your organization’s stage—whether launching from scratch, fixing compliance gaps, or scaling operations.

  • Strategic Action Plan: We present a fixed-scope agreement covering filing paperwork, policy creation, or financial restructuring.

  • Execution & Delivery: We handle filings, structure your systems, and hand over fully compliant, audit-ready organizational assets.

how we work together

1

  • Standard Hours: We are open when you need us and can fit us into your week.

  • Flexible Services: From holding companies for properties, to your standard 501(c)3, bylaws, and formal state filing; we’ve done it all - just ask and we can help.

flexibility and scheduling

2

  • 501(c)(3) Launchpad (IRS 1023-EZ): $1,500 flat project fee (+ IRS filing fees)

  • Full 501(c)(3) Setup (IRS 1023 Long Form): $3,000 – $4,000 flat project fee

  • Nonprofit Health Audit: $2,500 fixed project fee

  • Monthly Advisory & Bookkeeping Retainer: $1,000 – $2,500/month

Pricing

3

How we turn chaos into order (fast)

Balancing mission impact with strict board oversight and federal compliance requires structured, deliberate progress. We guide your organization through a clear 4-step path to clean governance:

The Mission & Ops Call

An introductory discussion to assess your organization's stage—whether launching a new 501(c)(3) or scaling an established program.

The Compliance Deep Dive

We examine your corporate records, financial tracking, grant reporting, or bylaws to identify legal and operational risks.

The Governance Agreement

We outline a transparent project scope or ongoing advisory agreement for board review and approval.

Launch & Execution Schedule

We handle the filings, build audit-ready financial and policy assets, and establish a recurring governance calendar.

Ready to bring clear governance and compliance to your mission?

Whether you’re launching a brand-new 501(c)(3) or cleaning up the back office for your next grant cycle, we’re here to help. Send over a few details to start the conversation.