Services We Provide

Services to Advise Your Board of Directors Achieve Your Mission

We advise our clients on nonprofit best practices from our office in Northern California. Our scope of services includes federal/state registrations, by-laws and policy development, compliance audits, regulatory and ethics training. We facilitate the development of strategic plans. We educate large audiences on the nuances of the Nonprofit world at speaking engagements.

We Deliver the Customized Services You Need.

We Provide Nonprofit Best Practices to Our Clients

Nonprofit Compliance

We provide soup-to-nuts registration services for both federal and state registrations. It’s in our DNA.

Regulatory Training and Ethics Reviews

We develop Executive Directors’ and Board of Directors’ understanding of their fiduciary and legal responsibilities. We provide regulatory training and ethics reviews.

Strategic Planning and Alignment

We facilitate board development of strategic plans, business models, and impact metrics.

Expert Panels & Speaking Engagements

We moderate panels and present the nuances of the Nonprofit world to audiences of all sizes.