Start-Up Packages
Foundational systems to help your organization start strong.
( 01 )
Basic Bookkeeping
Set Up
Create a clean, functional financial system that supports confident decision-making.
-
QuickBooks setup and chart of accounts
-
Secure linking of bank and credit card accounts
-
Initial review to ensure accurate structure and categorization
Optional ongoing support:
Monthly bookkeeping maintenance and financial reporting
A La Carte Services
Flexible support available as one-time projects or ongoing monthly partnerships.
( 01 )
Financial Support
Strengthen your financial systems and planning with practical, hands-on support.
-
Monthly bookkeeping and financial reporting
-
Budget development, forecasting, and scenario modeling
-
Cost analysis and expense optimization
-
Pricing strategy support (COGS calculations and margin analysis)
-
Cash flow planning and financial sustainability analysis
-
Setup of payment processing and credit card systems
( 04 )
Strategic & Leadership Support
Senior-level support without the need for a full-time hire.
-
Cross-functional project management and coordination
-
Strategic planning and implementation support
-
Startup-style support for organizations building new programs, facilities, or systems
( 02 )
Basic Marketing
Setup
Establish a clear, professional presence across your core channels.
-
Logo design
-
Simple website setup
-
Business card design
-
One promotional or marketing piece (flyer, postcard, or digital asset)
( 02 )
Communications & Branding
Clear, consistent messaging across platforms and materials.
-
Newsletter creation and distribution
-
Website design, setup, and ongoing updates
-
Development of promotional materials (brochures, flyers, one-sheets, ads)
-
Messaging support (key messages, elevator pitches, mission statements)
-
Brand development and consistency (logo creation and style guides)
-
Social media setup, content planning, and posting
( 05 )
Fundraising & Financing Support
Support for organizations seeking funding, growth, or stability.
-
Grant research, writing, and grants calendar management
-
Donation infrastructure setup (online giving, text-to-donate, mail campaigns)
-
Lender communication support and loan packaging assistance
-
Pro forma development and financial narratives for funders and banks systems
( 03 )
Basic Database
Setup
Put the right data systems in place to track what matters most.
-
Research and recommendation of the best database or CRM for your organization
-
System setup aligned with your tracking and reporting goals
-
Entry of historical data (as available)
Optional ongoing support:
Monthly database maintenance and data management
( 03 )
Operations, Systems & Data
Build systems that improve efficiency, accountability, and sustainability.
-
Operational systems design, policies, and procedures
-
Process documentation and operations manuals
-
Data tracking framework development and reporting
-
Research and analysis to support strategic decisions
-
Software research, selection, and implementation
-
Workflow and staffing structure design
( 06 )
Consulting &
Advisory Support
Guidance, perspective, and problem-solving—without long-term commitments.
-
Operational and organizational assessments
-
Financial and systems reviews with recommendations
-
Decision support during transitions, growth, or change
-
Board, leadership, and staff planning support
-
One-time consultations or short-term advisory engagements
Who We Are
Support from people who’ve
been in your shoes
We’re business owners and entrepreneurs with over 20 years of experience running our own businesses, and helping other small businesses and nonprofits reach their goals.
As small business owners, we understand the day-to-day realities of running a business. We’re here to help you get organized, stay on top of the back end, and build systems that actually support your day-to-day work.
Ready for Some
Support?
Tell us a little about your business and what kind of support you’re looking for. We’ll follow up to explore how we can help.
(512) 923-1194
info@administrativeallies.com