Included in the relationship
One relationship, more of your business covered
Beyond the books and the grant file, my clients keep needing the same handful of things. Rather than sending you off to find them, I bring in people I already work with — and stay involved enough that the records come back to the right place.
01 National Crime Search
Background screening & verification
Employment screening built for organizations that have to document who they hired and why — which is every grant recipient, every healthcare employer, and anyone placing staff or volunteers with vulnerable populations.
Screening results and I-9 documentation belong in the same personnel file your auditor eventually asks for. Because I already work with this provider, the paper trail is complete the first time.
- Employee background checksCriminal history, county and federal searches, employment and education verification, and continuous monitoring after the hire. Details
- E-Verify and I-9Federal employment eligibility verification and I-9 management, with the documentation retained the way the rule requires. Details
- Credit reportsConsumer credit reporting for the roles where it is permissible and relevant — positions handling money, assets, or client funds. Details
- Drug screeningPre-employment and ongoing testing through a national collection-site network, with results tracked to the employee record. Details
Tenant screeningVolunteer screeningHealthcareContinuous monitoringMVR
02 NCSPays
Payment processing
Take payments in person, online, or by invoice, without a statement that takes an hour to decipher.
You get a person, not a portal — the same standard I hold myself to. They learn how your organization actually collects money, build the setup around that instead of handing over a terminal and a rate sheet, and stay reachable when something needs sorting out.
- Card and ACH acceptanceIn person, online, and invoiced — including recurring billing for organizations with membership or program fees.
- A statement review, freeSend what you pay now; get a written comparison rather than a sales pitch.
- Deposits that reconcileFunding and fees reported so the bookkeeping side is not reverse-engineering your merchant account every month.
- A person to callThe same reason my clients work with me: someone answers.
03 My Command Center
The operations platform
One place for your tools, your documents, and your recurring work — with the repetitive parts handled for you instead of by you.
This is the honest upgrade path for the automation I talk about everywhere else on this site. I can keep automating around the edges of your existing tools, or you can put the whole back office on one surface.
- Documents chased for youReceipts and paperwork collected and filed automatically, instead of by you at month end.
- One reporting calendarFiscal and program deadlines in a single place, prompting the work before the reminder arrives.
- Connected tools on one screenLive tiles rather than eight browser tabs and four logins.
- A “needs you today” queueOne list of what actually requires a decision, instead of four inboxes.
How to start with any of these
Tell me which one you are curious about and I will make the introduction, or point you straight at the person to talk to. Nothing here is a package deal — and if the answer is that you do not need it yet, I will say so.
Ask me about a partner service