SERVICES



Event and Meeting Management

- - Comprehensive planning and coordination of all event details, from concept development to execution.
  - Researching, recommending, and booking suitable venues for events, including negotiations and logistics management.
  - Creating and managing event budgets, ensuring all expenses are tracked and within the allocated budget.
  - Sourcing, hiring, and managing vendors such as caterers, decorators, audio-visual technicians, and entertainment providers.
  - Developing and implementing marketing strategies to promote the event, including social media campaigns, email marketing, and advertising.



Nonprofit Management

- - Manage day-to-day operations, including office administration, correspondence and record keeping.
  - Organizing and executing conferences, meetings, workshops, and other events, from planning to post-event evaluation.
  - Handling budgeting, bookkeeping, financial reporting, and assist with tax preparation, and audits.
  - Overseeing member recruitment, retention, and engagement strategies, including membership database management and communications.
  - Developing and implementing marketing strategies, managing social media, website content, newsletters, and public relations.



ADMINISTRATIVE MANAGEMENT

- - Assist with federal, state and local government applications, certifications, and correspondence.
  - Create databases and perform data entry to manage membership, customers, vendors, etc.
  - Prepare correspondence, presentations, newsletters, and other documents as requested.
  - Maintain electronic files using cloud-based management (i.e. Dropbox, Google Drive, MS365).
  - Manage organization’s email account by reading and responding to inquiries and requests.



Travel Management

- - Organizing business travel itineraries, including flights, accommodations, and ground transportation.
  - Handling all aspects of booking, from flights and hotels to car rentals and train tickets.
  - Ensuring that all travel arrangements comply with the client’s travel policies and budgets.
  - Tracking and managing travel expenses, providing detailed reports, and ensuring accurate expense reimbursement.
  - Providing travel safety and security services, including risk assessments, travel advisories, and emergency assistance.



Bookkeeping

- - Work with organizations to adhere to their written accounting processes and procedures to ensure the organization’s financial records are accurately maintained.
  - Record income and expense financial transactions using Quickbooks.
  - Manage Accounts Payable and Account Receivable activities.
  - Serve as a collection agent for insufficient payments from customers, members, or sponsors.
  - Perform monthly reconciliation of financial accounts and generate financial reports



NAICS Codes

541611 – Administrative and General Management
561110 – Office Administrative Services
561920 – Convention and Trade Show Organizers
561599 – All Other Travel Arrangement and Reservation Services
541200 – Bookkeeping and Payroll Management
541613 – Marketing Consulting Services