Assess
Find a useful starting point.
Review how your team stores records, assigns work, and tracks recurring obligations. Identify the gaps before adding more systems.
Small teams. Stronger systems.
A healthier nonprofit starts with better systems.
Give your mission a more organized back office. Practical assessments and administrative toolkits help small nonprofit teams clarify responsibilities, keep records together, and plan what comes next.
A Concierge Business Services product initiative
Our approach
Plain English, not management jargon
Practical tools for small teams
Self-paced, not consulting-dependent
From scattered to steady
Your mission shouldn't depend on one person's memory.
Documents in different inboxes. Deadlines remembered at the last minute. Board responsibilities that nobody quite owns. Better administration starts by making these everyday gaps visible.
Free Health Check · In preparation
How healthy is your nonprofit's back office?
The planned five-minute, 20-question check covers governance, finances, compliance and risk, document management, and administrative operations.
A practical self-assessment, not an audit, validated compliance rating, or certification. The interactive assessment is not yet available.
Organize
Give the essentials a home.
Use a records inventory, folder structure, board templates, and an annual calendar to make everyday administration easier to find and follow.
Improve
Build progress into your routine.
Assign an owner, choose a realistic next step, and document the handoff. A manageable improvement plan beats an overwhelming overhaul.
Designed for executive directors, working board presidents, and volunteer-led organizations moving toward paid staff—especially small nonprofits with annual budgets of $100,000–$1 million.
The digital toolkit collection
Less starting from scratch.
One-time prices. Self-service tools. Products are in development; purchases remain unavailable until files and delivery are verified.
Start with the essentials
Healthy Nonprofit Administrative Essentials
$49 one-time · planned price
A practical foundation for keeping records organized, board work consistent, and recurring responsibilities on track.
- 01 — Administrative foundations & responsibility matrix
- 02 — Document organization & records inventory
- 03 — Annual calendar & filing trackers
- 04 — Board agendas, minutes & onboarding
- 05 — Continuity plan & 30-day improvement plan
Planned formats: editable documents and spreadsheets, a PDF implementation guide, and an organized ZIP package.
In development · Not yet for sale
Go beyond the basics
Complete Nonprofit Operations Improvement Bundle
$149 one-time · planned price
Everything planned for the Essentials Kit, plus deeper tools for the systems that support a growing team.
- Governance work plans & role clarification
- Financial oversight & cash flow worksheets
- HR onboarding, offboarding & file checklists
- Expanded assessment & priority risk register
- 30–60–90-day improvement roadmap
Planned expansion · Not yet for sale
A few useful answers
Practical, not complicated.
Do I need nonprofit management training?
No. The materials are being designed around plain-English instructions, realistic examples, and manageable steps for small nonprofit leadership teams.
Will the templates be editable?
The planned kits include Word- and Google Docs-compatible documents and Excel- and Google Sheets-compatible trackers. Final files and compatibility will be tested before sales open.
Does this replace professional advice?
No. These are general operational tools, not legal, tax, accounting, audit, or compliance advice. Consult qualified professionals about requirements specific to your organization.
Can I purchase a toolkit now?
Not yet. Product files, checkout, delivery, support details, and refund terms must be completed, reviewed, and verified before purchases are enabled.
More clarity. More capacity for your mission.
Start with one better system.
Explore the Health Check approach and choose where your team could make its first practical improvement.