WHAT WE ACTUALLY DO
Five things, all of them operational. We come in, assess, agree on the priorities, and do the work.
DO THE WORK
INTERIM OPERATIONS LEADERSHIP
Your operations director left, or you have never had one.
We step into the seat and run the function. Instead of receiving advice delivered from outside the organization, we provide supervision, decisions, and accountability from inside it.
- Interim Operations Director, Director of Administration, or interim CEO
- Fractional coverage for organizations too small for a full-time hire
- Day-to-day oversight of finance, HR, facilities, and vendors
- Board and leadership reporting that a board can actually act on
- Recruiting, hiring, and onboarding your permanent replacement
Engagements start with a ninety-day assessment and continue as long as they are useful. The goal is a functioning operation and a successor who does not need us.
TALK ABOUT AN INTERIM ROLE
FINANCE, BUDGETS AND BOOKKEEPING
The books are behind. The audit is not.
The financial back office, run properly. Everything from catching up neglected books to building a budget your board can read.
- Monthly close and bank reconciliation
- Catch-up bookkeeping on back-year books
- Budget development and mid-year revision
- Audit preparation and Form 990 support
- Chart of accounts rebuilds, so reports mean something
- Payroll processing and multi-state payroll compliance
You end up with books that close on time and a written close process your own staff can run without us.
TALK ABOUT YOUR BOOKSHR AND COMPLIANCE
Your handbook describes an organization you no longer are.
The unglamorous layer that quietly ends organizations. We would rather find the problems than have an auditor find them.
- Employee handbook rewrites, so policy matches actual practice
- Benefits administration, including retirement plan cleanup
- Personnel file audits and worker classification review
- Charitable registration and annual state filings
- 501(c)(3) reinstatement after automatic revocation
- Multi-state employment and payroll compliance
This is exactly what breaks small organizations, but we will leave you with peace of mind that this is taken care of.
TALK ABOUT COMPLIANCE
TRANSITION AND SUCCESSION
Someone essential is leaving.
Departures are when undocumented organizations discover what they never wrote down. We do that work before the departure, not after.
- Pastoral and executive succession planning
- Documenting what currently lives only in one person's head
- Governance and board transitions, including difficult ones
- Mergers, restructures, and orderly closures
- Change management through the messy middle
We have carried organizations through pastoral succession, church mergers run alongside a financial audits, and board transitions nobody was looking forward to.
TALK ABOUT A TRANSITIONASSESSMENTS, VOCATIONAL COACHING AND RISK MANAGEMENT
You need to know what you have before you rearrange it.
The people and risk side of the operational picture, useful on its own or as part of a wider assessment.
- Individual and team assessments
- Vocational coaching and career transition support
- Risk assessment and mitigation planning
- Safeguarding and vulnerable-population policy
Worth doing early. Knowing where your risk and your people actually sit changes which operational problem you fix first.
TALK ABOUT AN ASSESSMENT
WHAT WE DON'T DO
Naming this saves everyone time. We hold graduate degrees in several of the following. We have decided not to sell them.
- Leadership coaching
- Strategic planning retreats
- Curriculum development
- Board development training
- Marketing and communications
When you need one of these, ask anyway. We know who does each of them well, and we would rather refer you than take work that isn't ours.