our services

We are here to help your non-profit organization to take ownership of your financial and operations management.

Through our interactive process, we want to understand who you are and where you are on your journey. Once we’ve gotten to know you a little better, we will recommend systems and processes to build upon your vision for financial and operational health. We will support you throughout the process of setup, integration, and maintenance and we won’t stop until you have confidence in managing your financial and/or operational workflow. Our ultimate success is your confidence in the strength and efficiency of your non-profit organization that enables your continued work.

grant financial tracking

We support non-profits in managing the financial lifecycle of their funding streams that enables an organized process to produce efficient and accurate reporting and financial confidence.

Grant budget creation
Financial tracking against grant budget
Customized grant reporting
Development of streamlined grant management and reporting practices

budgeting & forecasting

Whether a grant, program, or organization budget, we lead and support the various stages of your budget process. We use your budgets to develop multi-dimensional financial forecasts that can track grants, programs, and overall financial health and give you a clear picture.

Collaborative budget development
Financial tracking against budget
Budget analysis and advisement

people operations

We know your people are the foundation of your organization and we work to ensure people operations are seamless and efficient to meet evolving needs.

Payroll financial integration
Payroll process development and refinement
Professional Employer Organization (PEO) evaluation, selection, and integration

operational & financial infrastructure design

We want to see your organization’s structure support your work by being as seamless and efficient as possible. We have experience in a wide variety of operational enhancements and transitions.

Identify and implement enhancements to operational design
Create seamless operational and financial integrations
Introduction and integration of new software

fiscal sponsorship & spin

As an organization that began supporting a multitude of fiscally-sponsored projects, we have unique experience supporting fiscally-sponsored organizations, the spin-out process, and set-up of independent non-profit organizations.

Project management of spin process
Risk assessment and mitigation
Seamless financial transition, including financial structures
Operational design and implementation

other

Can’t find what you’re looking for? If you need financial or operations services that are not listed, please reach out anyways as one of our EquaOps teammates may be able to support or re-direct you to someone who can.

Why work with EquaOps?

The value of our work is not what we do but how we do it. The entire EquaOps team has extensive experience supporting independent non-profits and fiscally-sponsored projects reach their goals through detail-oriented and thoughtful operational and financial support. What makes us different is our mindset towards this work – our main goal is supporting non-profit leaders and their organizations to reach their full potential – and through a thoughtful, interactive, and balanced partnership, we hope to support you in reaching that state.

I contracted with EquaOps to set up my new entity as I was spinning out. I was so impressed with the team’s ability to keep me on top of timelines, find the best options for me financially, and do everything with an eye towards our people. I will always reach out to them when I’m in a bind – these people know how to get things done, and do it thoughtfully.
CEO of Francesco Collaborative

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