Advisory Services
For our competitive hourly rate our Grant Support suite is a strategic development partnership that moves your organization from reactive searching to proactive acquisition. We specialize in Grant Readiness the process of auditing your internal systems to ensure you meet the strict fiduciary and reporting standards required by institutional funders. By combining custom prospect research with a high-impact 'Case for Support,' we position your mission to compete for, win, and successfully manage large-scale funding.
Our 501(c)(3) Setup provides the essential legal and administrative foundation required to secure federal tax-exempt status. We handle the core formation documents including Articles of Incorporation and Bylaws and manage the IRS Form 1023- EZ application process to ensure your organization is mission-ready and compliant from day one.
Package Options Included:
Compliance Starter Kit
Option for legal review through an independent counsel
Our competitive hourly rate for our Audit Ready suite is a comprehensive pre-audit diagnostic and remediation service. We conduct a rigorous internal review of your financial controls, governance records, and program documentation to identify and close compliance gaps. By aligning your internal operations with Generally Accepted Accounting Principles (GAAP) and federal regulatory standards, we mitigate risk and ensure a seamless, 'no-findings' external audit experience.
Includes:
Gap review
Internal controls
Documentation standards
Corrective action plan
Our For-Profit Formation service provides the structural blueprint for your new enterprise. We manage the selection and filing of your legal entity, whether LLC or Corporation ensuring your Articles of Organization and Operating Agreements are crafted to protect your personal assets, define ownership stakes, and create a scalable foundation for future investment or expansion.
Included:
Formation
EIN
Operating agreement/bylaws,
Bank-ready docs
Fees and Process Attached Separately
For a competitive hourly rate, Our Heavy Consulting service is an immersive advisory partnership tailored for organizations at a critical inflection point. We move beyond administrative setup to design and implement your compliance infrastructure and operational build-out. By aligning your strategic vision with rigorous governance and risk-management frameworks, we ensure your organization is not just functional, but institutional-grade and ready for large-scale funding, audits, and expansion.
Includes:
Organizational infrastructure assessment and gap analysis
Compliance framework design (federal, state, and private funder alignment)
Governance structure development (board operations, bylaws alignment, committees)
Policies and procedures creation or overhaul (programmatic, fiscal, HR, and risk)
Grant compliance systems and reporting workflows
Audit readiness preparation and corrective action planning
Financial controls and internal review systems (segregation of duties, documentation flow)
Program implementation mapping and service delivery workflows
Data management and performance tracking systems
Staff roles, accountability structures, and operational SOP development
Cross-department workflow integration (program, finance, leadership)
Pre-award and post-award compliance support for public funding
Institutional partner readiness and due diligence preparation
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