You focus on the mission. We handle the operational pieces.
Donor data, pledge forms, Salesforce ↔ QuickBooks. The plumbing work — scoped to what's slipping, not a full takeover.
One of these is probably happening right now.
Concrete situations. Fixed scope, fixed price, done remotely. Click any to see the full scope and price.
Donor data is scattered. The board asks questions you can't answer.
Donor data consolidation
The systems holding donor records audited, deduplicated, and reconnected to CRM, QBO, and Sheets.
A new director is starting and doesn't know your software.
New director onboarding
The vendors, accounts, and logins the new director needs day-one — mapped and handed over. Plus a walkthrough call and runbook.
Pledge form launches in three weeks.
Pledge + intake form setup
Encrypted form embedded on your existing site. Approval workflow. Handoff to Salesforce, QuickBooks, or Sheets. First month of monitoring.
Salesforce and QuickBooks don't talk.
CRM + accounting integration
Data flow mapped, approval-then-sync workflow set up, donations → invoices automated, monthly reconciliation report.
Someone's leaving. What do they actually do?
Capture their work before they go
Structured interviews, every account inventoried, vendor list captured, runbooks the next person can pick up.
Once it's set up, we can keep the parts you don't want to babysit.
Monthly retainers for whichever pieces are slipping. Month-to-month, no annual contract.
Website + content updates
Board page changes, news posts, event listings, intake form tweaks. WhatsApp or email direct line. No ticket portal.
Talk about this →Donor + intake forms operations
Submissions monitored, exceptions handled, handoff to Salesforce / QBO watched daily. Monthly summary of what we caught.
Talk about this →Operational tech for nonprofits
The pieces of Google Workspace, account lifecycle, CRM upkeep, or vendor coordination you'd rather not own. Scoped to what you want covered.
Talk about this →What nonprofit leaders usually ask first.
Do you only work with Jewish nonprofits?
Most of our nonprofit work has been with Jewish organizations across Nevada, Florida, and New Jersey, but the patterns work for any mission-driven small nonprofit. The CRM, forms, and integration playbooks are the same.
What CRMs do you work with?
Salesforce most often, plus QuickBooks for accounting. We've also worked with Bloomerang, DonorPerfect, and various sheets-and-Mailchimp setups. If the system has an API or can export reliably, we can work with it.
Do you require an annual contract?
No. Monthly engagements are month-to-month. Project work is fixed scope, fixed fee. If we stop being useful, you stop paying.
What's the smallest engagement you'll take?
$249 — a new-staff onboarding. Most engagements are larger but we'll take a small one if it's a fit.
Who do you currently work with?
References on request. Multiple Jewish nonprofits, several for five years or longer.
Tell us what's broken.
Or what's about to break. We'll tell you whether it's something we do — and how fast.