What We Do

From administration and finance to events and technology, every service is delivered by certified professionals and tailored to the specific problems your organization is facing.

AdministrationGovernanceFinanceMembershipDigitalEvents
Administration

General Management & Administration

Drowning in emails, scheduling, and paperwork? We take over the day-to-day so your leadership can focus on strategy, not admin.

Day-to-day administrative management and coordinationDedicated phone line and email addresses for officersDigital file maintenance and records management+4 more
Governance

Board & Committee Support

Board meetings running long with nothing to show for it? We bring structure, preparation, and follow-through to every governance touchpoint.

Meeting coordination and staff support for Board and committeesMeeting notices, logistics, and technology coordinationAgenda preparation and read-ahead material distribution+5 more
Finance

Financial Management

Our accountant-led financial management gives you clear, accurate reporting and full compliance, so you always know where the money is going.

Accounts payable and receivable managementInvoicing and dues collectionQuarterly financial statements and reports+6 more
Membership

Membership Management

When renewals and engagement start slipping, we build recruitment and retention strategies that get results.

Membership recruitment and retention planningComprehensive membership database managementApplication and renewal processing+5 more
Digital

Communications & Technology

Stuck with a website from 2015 and newsletters nobody reads? We modernize your digital presence and make it work for your members.

Website hosting, maintenance, and updatesNewsletter production and distributionBroadcast email coordination+5 more
Events

Event & Conference Management

Planning a conference shouldn't be a second full-time job. We handle everything from venue contracts to post-event reporting.

Annual conference and CE event planningVenue selection and contract negotiationRegistration coordination and management+6 more
Event and collaboration background

How We Work

Simple, flexible, results-driven.

01

Conversation

We start by listening. Tell us what's working, what isn't, and where you need the most help.

02

Customize

We build a service plan around your specific needs, whether that's full-service or targeted.

03

Deliver

We integrate with your team and you see results. You'll have direct access to the founders throughout.

Want to See What This Looks Like for Your Organization?

As a founding partner, you'll receive complimentary services while we build our partnership. There's no obligation; the first step is a conversation to see whether we're a good fit.