Corporate Training


  • Customer Service
  • Team Building
  • Conflict Resolution
  • Time Management/Productivity
  • Effective Inter-Office Communication
  • Stress/Life Balance
  • Leadership Development

Note: Training Sessions are held in a group capacity of 3 or more individuals.

Small Business Consulting


  • Customer Service Strategy Implementation
  • Effective Communication Skills
  • Time Management/Productivity
  • Accounting & Bookkeeping Training
  • Talent Acquisition Strategies
  • New Hire On-boarding

Note: Training Session are generally held in a one on one capacity.

Non-Profit Training


  • Board Governance
  • Customer & Donor Relations
  • Public Interaction
  • Time Management/Productivity
  • Accounting & Bookkeeping Training
  • Talent Acquisition
  • New Hire On-Boarding

Note: Trainings are typically held with board members or key members of the organization


Document Preparation Services
  • Entity Formation Filings
  • Business Plan Development
  • Standard Operating Procedures Manuals
  • Employee Manuals
  • Customer Services Policies
  • Business/Bid Proposals
  • Client On-Boarding Procedures
  • Customer Retention Policies
Start-Up Consulting
  • Clarity of Business Product or Service Idea
  • Profit Strategy Outline
  • Establishment of Business Domain and Business Email Address
  • Determine Legal Entity (Sole Proprietorship, LLC, or Incorporation)
  • Registration of Business in the State of Alabama
  • Employee Identification Number (EIN) with the IRS
  • Accounting/Bookkeeping Software Implementation
  • Tax Strategy Specific to the Start-up Phase
  • Business Banking & Merchant Services (Electronic Payments) Integration
  • Business Foundation Basics (Operations, Financial Management, and Business Tools/Resources)
General Business Strategy Session

This 1 hour session is used to receive business strategy on any area of concern for development or expansion of your business. Topics include but are not limited to:

  • Product/Service Development
  • Profit Strategy
  • Organizational Structure
  • Tax Planning
  • Systems Implementation
  • General Organization Assistance

Services provided are tailored to fit client’s specific business needs.


Document Preparation Services
  • Entity Incorporation Forms
  • Non-Profit Business Plan Development
  • Fundraising Plans
  • Policies & Procedures Manual
  • Board Governance Policies
  • Employee Manuals
  • Sponsorship Proposals
  • Budgets & Financial Plans
Start-Up Consulting
  • In-depth Program Development
  • Registration of Organization in the State of Alabama
  • Obtain Tax Identification Number (EIN) with the IRS
  • Establish Web Domain and Organization Email Address
  • Creation of Bylaws, Conflict of Interest Policies, & General Policies & Procedures
  • General Board Governance Strategies and Policies
  • Organization Budget Analysis
  • Accounting/Bookkeeping Software Implementation
  • State Charitable Donation Registration
  • Business Foundation Basics (Operations, Banking, Financial Management, Business Tools/Resources, & Donation Automation)
  • Sample Organization Documents & Templates
501 C3 Application Assistance

IRS Form 1023 is the main document required by the federal government for your organization to be granted tax-exempt status. The application itself is 12 pages long, and includes an additional 18+ pages of schedules, additional notes, and attachments.  When filing, you will also need to include copies of your signed formation documents, Bylaws, EIN, and a user fee of either $275, $400 or $850 depending on your program plans and projected annual budget.  Together, all of these items make up your 501c3 application packet to be filed with the IRS.

Note: This package as a stand-alone item is reserved for an organization that has already been formed.  However, it can be included in the start up consulting package.


  • Review of your existing formation documents for the appropriate 501c3 clauses required by the IRS.
  • Creation of a set of bylaws and conflict of interest policy, and obtain your EIN (if applicable)
  • Preparing Form 1023, including all narratives, budget projections, schedules, and additional notes.
  • Handling of any follow-up correspondence with the IRS — until you have received your successful letter of determination.
  • Documents will be completed within 2 weeks after submission of all requested material. However, it may take up to 6 months for final IRS approval.

Allow us to help you start or expand your business!


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