Phase 2-Compliance & Infrastructure

Service Description

Legacy Builder ⚜️ Protect Credibility with Compliance and Infrastructure 1-Hour Nonprofit Strategy Session – $250 Best for Organizations needing Focused, Real-Time Guidance. ⚜️ Focused 60-Minute Zoom Session with Sandy Tyrrell ⚜️ Perfect for Budgets, Board Issues, LOI/Donor Messaging, or Program Challenges ⚜️ Real-Time Feedback, Refined Messaging, and Actionable Next Steps Annual Tax Filing & Compliance – $350–$550 Best for Organizations needing Annual Compliance handled. ⚜️ Preparation and Submission of IRS Form 990-N, 990-EZ, or Full 990 ⚜️ State-Required Attorney General Filings ⚜️ Filing Receipts for your Records ⚜️ Ongoing Compliance Monitoring with Proactive Alerts ⚜️ Expedited Service Available (3–5 Business Days) GuideStar Charity Profile Registration – $1,250 Best for Organizations needing Verified Visibility and Funder Credibility. ⚜️ Profile Setup: Mission, Programs, Leadership, Financials, Outcomes ⚜️ 12 Months of Monitoring & Updates ⚜️ Strategic Highlighting of Programs & Impact ⚜️ Support to Achieve Bronze, Silver, Gold, or Platinum Transparency Seals ⚜️ Alignment with IRS Filings for Compliance Consistency QuickBooks for Nonprofits – $1,850 Best for Organizations needing Financial Systems setup and oversight. ⚜️ TechSoup Registration & QuickBooks Online Setup ⚜️ Custom Nonprofit Chart of Accounts + Fund Tracking ⚜️ 3 Months of Transaction Entry & Reconciliations ⚜️ Receipt/Expense Management (via submission to us) ⚜️ Strategic Financial Review & Recommendations Session