-- Are You A New Customer? ... GREAT! ... -- Ask us for a New Client Discount! --
-- Are You A New Customer? ... GREAT! ... -- Ask us for a New Client Discount! --
We work closely with our clients to understand their goals and challenges, as we develop solutions to address their specific needs.
Our approach is collaborative, transparent, and results-driven.
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Service Breakdown
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Each group member must prescreen and pay separately
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Service Options
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Let's Talk!
If you have questions, we invite you to schedule a phone session with us to discuss your goals and how we can best support the objectives of your new or existing business venture.
Each client learns and processes information differently; therefore, additional sessions beyond the standard packages may be necessary to achieve desired outcome.
Type: Hourly Plan
Price: $ 95.00 Per Hour
Description:
We are here to provide clarity, detailed information, and answer any questions you may have. -- Simply, click the link to request a phone call: Inquiry Request Form
Type: The Align & Initiate Package
Price: $ 395.00
Meetings: (5) Formal Sessions
Description:
Tier # 1 is designed for visionaries and early-stage leaders who are in the foundational phase of building or structuring their nonprofit organization. This stage is ideal for individuals who are still clarifying their direction, establishing systems, or transitioning from planning into operational development. -- This tier is especially suited for those who are new to the nonprofit sector or those who are uncertain about their next strategic steps.
If your organization is not formally established, this package also includes comprehensive nonprofit formation, to aid in your support throughout the 501(c)3 tax-exemption application process.
Learners will develop fundational knowledge and practical skill set necessary to establish, operate, and manage nonprofit systems far beyond the startup phase.
There are (2) separately priced options:
A comprehensive formation and structural layout ... guidance through the essentials of framework and mission development, startup compliance, and 501 designation.
An indepth overview of core financial, recordkeeping, and regulatory components necessary to establish solid funding strategies that ensures stewardship accountability.
We are here to provide clarity, detailed information, and answer any questions you may have. -- Simply, click the link to request a phone call: Inquiry Request Form
Type: The Build & Launch Package
Price: $ 455.00
Meetings: (5) Formal Sessions
Description:
Tier # 2 represents the next step phase, designed to build upon foundational learning from Tier # 1. In this advanced stage, participants will transition into strategic development, including roadmap planning, operational improvement, efficiency optimization, and finanical strategy development. -- Learners will engage in more advanced, applied business-building concepts that support sustainable growth and scalability.
There are (2) separately priced options:
A structured approach to developing a comprehensive business blueprint, -- integrating financing strategies, business planning, and market positioning to support long-term success.
A comprehensive approach to building a strong brand identity, develop effective marketing strategies, implement cohesive communication systems -- including outsourced solutions to strenghthen market presence and engagement.
We are here to provide clarity, detailed information, and answer any questions you may have. -- Simply, click the link to request a phone call: Inquiry Request Form
Type: The Thrive & Scale Package
Price: $ 495.00
Meetings: (5) Formal Sessions
Description:
Tier # 3 is designed for nonprofit leaders who have moved beyond the startup phase and are now positioned for strategic growth through operational planning and compliance structuring. -- Leaders will gain tools needed to build scalable systems that support both regulatory requirements and long-term mission impact.
There are (2) separately priced options:
An introduction to essential principles of human resource management, compliance, and risk mitigation for small businesses and nonprofit organizations.
An introduction to aligning human resource strategy with leadership practices to improve performance, develop talent, and support long-term business and nonprofit compliance.
We are here to provide clarity, detailed information, and answer any questions you may have. -- Simply, click the link to request a phone call: Inquiry Request Form
Type: The Grant Writing Solutions Package
Price: $ 595.00
Meetings: (5) Formal Sessions
Description:
Tier # 4 is designed for nonprofit leaders who desire or are actively seeking funding opportunities and are ready to develop a more competitive apporach to grant writing acquisition. Participants will learn how to streamline grant writing techniques, refine language, and build strong proposal drafts that clearly communicate impact and organizational capacity.
The overall goal is to help participants understand how grants work, what funders are looking for, how to structure processes prior to and during proposal writing, and what it takes to adapt to grant-seeking approaches as the organization grow and as funding landscapes shift over time.
This package includes assistance with Bylaw and Conflict of Interest formations to further ensure alignment for compliance and funding eligibility.
There are (2) separately priced options:
An introduction
An introduction to aligning
We are here to provide clarity, detailed information, and answer any questions you may have. -- Simply, click the link to request a phone call: Inquiry Request Form
Type: Hourly Plan
Price: $ 75.00 Per Hour
Note: Offered to Tier Package Participants Only
Description:
We are here to provide clarity, detailed information, and answer any questions you may have. -- Simply, click the link below ... to request a phone call:
Small Business | Counseling | Tax Preparation
P.O. Box 182862 * Arlington, TX * 76096-2862
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Partner of Circle Uplift, LLC. & OTBC Srvs., Inc.
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