Our Track Record

Five problems associations and nonprofits bring us, what we do about each one, and the experience behind it.

We're a new firm. Rather than invent client wins we haven't earned, we'll show you where our team's standards were set: a municipal government, a U.S. embassy, a federal aid mission, and a Fortune 500 insurer.

Financial ManagementVendor ContractsChoosing SystemsWebsite & Member DataBoard & Committee Support
Financial Management

Your board sees financials months after the money moved.

Most management firms hand bookkeeping to a subcontractor or the most junior person on the account. Financials show up quarterly, as summaries, long after the transactions they describe. Budget variance surfaces when it is too late to do anything about it, and year-end becomes a reconstruction instead of a close.

What we do about it
  • A formal close every month, with the books current rather than caught up later
  • Account reconciliations and budget variance notes written so a board can act on them
  • AP/AR, journal entries, and the general ledger kept as routine work, not a year-end scramble
  • Every transaction reviewed by the credentialed accountant who signs the report, with nothing subcontracted out
Why we canBarb Basha · USAID Mission in Kosovo 2000-2017 · West Palm Beach, FL 2019-present

Barb spent 17 years as an accountant at the USAID Mission in Kosovo, where every invoice had to match a purchase order and any transaction could be pulled for federal audit years after the fact. Since 2019 she has run month-end and year-end closes in corporate accounting in West Palm Beach.

17 yrsbooks kept to U.S. federal audit standards
Monthlycloses and reconciliations, not quarterly summaries
Internationally Credentialed Accountant · SCAAKB. Econ, Accounting · University of Pristina (WES U.S.-equivalent)
Talk to us about your monthly financials
Vendor Contracts

Your contracts auto-renew at rates nobody negotiated.

Your association probably holds a dozen agreements: AMS provider, accountant, conference venue, insurance, payment processor, a handful of software subscriptions. Most boards track none of them centrally. So rates creep at every renewal, a vendor underdelivers for two years without ever hearing about it, and the renewal conversation starts with no leverage.

What we do about it
  • Every agreement in one place, with renewal dates surfaced well before the deadline
  • Vendor performance documented through the term, so renewals rest on a record instead of a feeling
  • Competitive quotes and a market check before anything material renews
  • Negotiation treated as a standing step in the process rather than an exception
Why we canDuke Basha · Town of Palm Beach, FL · 2017-present

Duke administers more than 400 active contracts for the Town of Palm Beach and leads 30-plus formal solicitations a year, negotiating on nearly every one. During his tenure the procurement office earned seven group excellence awards in five years.

400+active contracts administered
30+competitive solicitations led each year
CPPBCPPONIGP-CPPFCCM
Talk to us about your vendor contracts
Choosing Systems

You're one bad software pick from a decade of workarounds.

Sooner or later you replace the AMS, the accounting system, or the event platform. Most organizations pick whatever the last firm used or whatever a board member's friend recommended, then live with it for years. The real cost of a bad choice is never the license fee. It is the decade of staff workarounds behind it.

What we do about it
  • Requirements written down with your staff before anyone sits through a vendor demo
  • Scoring criteria agreed on before a single vendor is in the room
  • References actually called, and pricing checked against the market rather than the vendor's quote
  • Contract terms and exit rights reviewed before signature, including what happens to your data if you leave
Why we canDuke Basha · Town of Palm Beach, FL · 2017-present

Duke runs enterprise software selections for a municipal government where every contract above $100,000 goes to Town Council for public approval. That has included the Town's ERP, safety, and permitting platforms, each touching every department.

$100Kthreshold above which every pick faces public approval
20+ yrsin procurement and contract management
CPPBCPPONIGP-CPPFCCM
Talk to us before you pick new software
Website & Member Data

Members judge you by a website nobody can update.

The site has not been touched in three years. Event registration is a third-party link that looks nothing like the rest of it, and the one person who knew how to edit anything left. Meanwhile the member records and dues history sit in a system nobody has ever tested a restore from.

What we do about it
  • A fast, mobile-first site your members can register and pay through without friction
  • Content your staff can update directly, without calling a developer for a date change
  • Member and dues data migrated with records verified against the source rather than assumed
  • Backups and access controls set up the way regulated systems do it
Why we canEndrit Basha · Fortune 500 insurer 2024-present · North Palm Beach, FL 2021-2024

Endrit architected the ingestion platform at a Fortune 500 insurer that moves 30M+ messages a day from 33 enterprise sources, along with the retention systems that prove nothing goes missing. Before that he delivered 8+ full-stack client web platforms end to end.

30M+messages a day moved without losing a record
8+client web platforms delivered end to end
AWS Certified Cloud PractitionerTestOut CyberDefense ProM.S. Computer Science · UIUC (in progress)
Talk to us about your website
Board & Committee Support

Decisions die between your board, committees, and staff.

The board defers to the committee, the committee waits on staff, and staff waits for the next board meeting. A decision that needed three weeks takes two quarters. Nobody is at fault and nothing moves, which is the most expensive failure mode an association has.

What we do about it
  • Agendas and board packets out early enough that people arrive having read them
  • Minutes, motions, and follow-ups recorded so decisions survive the meeting that made them
  • Every action item carrying a name and a date, tracked in the weeks between meetings
  • Committees kept moving on their own work instead of idling until the full board convenes
Why we canDuke Basha · U.S. Embassy Pristina · 2003-2016

For thirteen years Duke ran the single procurement office serving every U.S. government agency at Embassy Pristina, each with its own mission, budget cycle, and rules. Keeping bodies with competing priorities moving toward a decision was the entire job.

13 yrscoordinating agencies with competing priorities
AllU.S. agencies at post served by one office
Meritorious Honor AwardFranklin Award
Talk to us about board and committee support

Recognize any of these?

The Founding Partner Program puts this team behind your organization at no cost during our launch period, so you can see the work before you commit a dollar.

Start a ConversationMeet Our Team