Clear Service Expectations

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Take your time without pressure to review services provided, our pricing model, and frequently asked questions. 

If you think we seem like a good fit, fill out a contact form and preferred time of day to meet. We will respond with a questionnaire and a few options of when to talk on the phone.

Once we agree your organization's needs meets our skill set we will send a Service Agreement for your team to review. 

An Onboarding document summarizing key details and a checklist for basic account information and permissions that need to be granted will be sent to our primary contact to ensure we're off to an efficient and productive start.

After the first month let's check in to make sure the month end reports meet expectations and that everything is set up in a way to move forward smoothly.

Month to month should be consistent, we will reach out before your year end to confirm next year‘s budget and any changes, audit plans, or exciting grants.