More Services

Services are tailored to your needs. An Overview of The Nuts and Bolts. Most likely, we've been there and done that, please feel free to discuss your unique needs.

Membership:

  • Maintain Member and Prospect Database
  • Email/Mail renewal notifications
  • Answer member inquiries
  • Provide continuity of mailing address and phone
  • Communications
  • Create / distribute e-news, hard copy newsletters
  • Maintain website
  • Provide surveys including post-meeting, general membership
  • Create brochures and collateral materials


Meetings: Co-ordinate with Venue for meals, A / V, and registration services including nametags, registration lists.


Signature Events: Provide pre-event, event and post-event support services.

Accounting / Finance:

  • Manage day-to-day bookkeeping services including deposits, invoices, accounts receivable and accounts payable
  • Provide monthly management reports including P&L, Balance Sheet
  • Provide year-end reports for Tax Accountant
  • Help develop annual budget


Board of Directors:

  • Provide meeting minutes, continuity and act as sounding board for strategy, projects, committees
  • Help with development of policies, procedures, organization structure
  • Liaison with vendors
  • Assist with bylaw revisions