Umbrella Business Solutions is backed by over 40 years of business knowhow in a wide variety of industries and in government, nonprofit & private sector business.
Our pricing is the same for all businesses - just $35/hour after your initial free consultation.
We want you to have an opportunity to get to know us at no cost to you!
The next step is to complete a FREE 1-Hour Consultation Request Form to get started! You do not need to enter any payment information to receive your initial consultation.
Should you wish to schedule additional consultation sessions, only then will a $35/hr. fee apply.
Bear in mind that no matter what you create, your business produces, or who your organization helps - these issues can impact the success of any business!
If you don't see your needs covered here, touch base with us anyway!
We may have other untapped resources to help you!
Umbrella Business Solutions, LLC - We've Got You Covered!
Let's discuss what types of accounting & payroll services you should consider based on your business needs. Second only to legal issues, accounting and payroll is your most important responsibility in any business.
Allow us to review your proposed or existing accounts, help decipher basic accounting terminology, and explain basic accounting processes and how they tie in with your banking, financial reports and taxes.
We also have experience with internal audits!
Let's work together to set up a basic budget for your business or organization. Add this to your business plan as a key step in moving forward! If you don't have a business plan yet - we can help with that as well!
If you need insight around understanding or creating financial reports that are tailored to the needs of your business, and mean the most to stakeholders, let us help! We can also help create finance-related forms for day-to-day use.
We can assist you with helping your board or staff with understanding budgets, financial reports, or other accounting-related matters and their importance in your organization.
(*Travel & Accommodation Extra)
Administrative tasks may seem "simple", but having stellar administrative support is priceless! 90% of getting started and getting organized involves administrative tasks! Admins are the unsung heroes of the working world and we cannot do without them!
We can create customized forms and documents to suit your workflow needs, or we can review drafts you have created to make sure you have covered all the bases.
As you grow, your processes and procedures should grow with you. It is important to be able to communicate each task for each position to ensure consistency and accountability for those assigned to do them. Having clear instructions in place is the key, and will help you when it comes time to hire staff to take over tasks as you grow.
We can coach you on best practices to ensure you build time for self-care into your busy schedule, and how to fully integrate time management into the work flow of your business.
Not every candidate comes with a full set of skills - they may be fabulous at phones, but lack skills in other critical areas. Once we have a comprehensive knowledge of your goals, processes and procedures, we can work to develop training plans to raise your staff up to meet your expectations.
Events may become necessary as you move into the promotion and marketing phases of growth.
As you grow, conferences, fundraisers, appreciation events, launch parties, banquets or celebratory events may be needed to garner additional supporters.
We've got you covered here too!
We can offer basic training on logistics for those who want to try DIY event planning.
We have created events from small fundraising banquets to full-blown festivals to 1,500 person concerts and an airshow!
If you don't have the time or don't know where to start, let us do the wrangling for you, or coach you through the steps!
From venue selection to wrap up, we can guide you every step of the way, whether we help you in the planning stage, the promotion, logistics to launch, or with feedback after-the-fact.
An experienced Event Planner can help you create a memorable event for your target audience.
(*Travel & Accommodation Extra)
Creating procedures for each responsibility will go a long way to getting you the result you want, and the consistency you need to ensure your events have the desired outcome. We can help you get there through developing step-by-step, task-specific operating procedures that anyone can follow.
Our experienced Event Planner can create processes, procedures and training for your staff and volunteers as needed.
(*Travel & Accommodation Extra).
As a nonprofit, you may need to connect with funders outside of your existing donor list, or need to connect with potential donors.
We have experience in both grant writing and grant management that can set you on the path to successful funding campaigns and fundraising.
Grant writing is key to garnering financial support to your nonprofit organization and, while some items to submit with your grant application are standard, each grantor may have different requirements about the details. Grant writing is just one step in the process of obtaining financial support.
We can review grant applications, prepare them, submit them or simply make recommendations and offer coaching, depending on your needs.
Grant management & reporting are important to your board and to your stakeholders. As stewards of financial generosity, it is important that you account for every penny received and that you also showcase your achievements, activities and improvements. Grant reports are different depending on the grant agreement and grantor's requirements.
We can review correspondence, agreements, reporting templates or other relevant materials, and assist with professional advice and coaching to raise your comfort level and keep cash flow coming in!
Your most valuable assets are the people who have sought out employment with your company. They spend a third of their day devoted to the growth and success of your business, so making sure you have the right people in the right positions to maximize your potential is imperative!
Be inclusive - Be professional - Be communicative!
Describing what you expect of others should be made clear from the beginning. They should know exactly what job they are being asked to do, what the outcomes they should achieve are, and what they will get in return for their time, skills and effort.
We can review draft job descriptions, create them, or simply make recommendations depending on your needs. Defining expectations up front helps to reduce turnover.
Preparing thoughtful and relevant interview questions for each position is important so that candidates can have an equal opportunity to be compared before final selections are made.
We can review draft interview questions, create them, or simply make recommendations depending on your needs.
We can provide resources and information on skills testing, reading body language, and more.
We can review a draft or create a comprehensive on and/or offboarding checklist that will ensure compliance items are addressed, benefits, payroll and other critical information are collected, and communicated to key staff.
We can also assist with an anonymous exit survey to aid in obtaining substantive feedback from former staff. Candid feedback is how you learn and grow!
While we are not attorneys and cannot offer legal opinions, we do have 20+ years of legal experience to help with legal-based issues and can offer legal assistance, prepare legal forms and submit them on your behalf, or coach you through some basic legal business processes.
We can provide resources, experience-based information or complete the forms needed to register your business name in your state, get you an EIN or BIN to start doing business legally.
We can provide you with basic preformatted documents such as standard contracts, agreements, employment agreements, non-disclosure/non-compete agreements, etc.
We always recommend any legal documents be reviewed by an attorney licensed in your state before you use them.
General questions about legal processes (i.e. "how things work") or about what items should be filed relative to starting your business such as permits, licenses and other regulatory items.
We can also review your activities to make sure they are in compliance with existing guidelines - especially for those in the nonprofit realm!
Efficiency and work flow can save time and frustration for you and your staff. Ineffective processes can stall productivity and lead to unhappy customers, workers and owners. Let us help you identify areas for improvement and help you put quality at the forefront of your operations.
A Process Improvement Specialist can shadow workers to learn about how existing processes are being done in order to identify and report areas for improvement which will ultimately improve your bottom line. (*Travel & Accommodation Extra)
A Professional Organizer can visit your location to help set up your home office or your store front to help you start off in the most efficient way possible. Existing businesses can be visited and suggestions made to improve work flow and efficiency saving time and money.
(*Travel & Accommodation Extra)
There are so many elements to getting your product or service to your target audience!
Developing a Marketing Strategy - Branding - Logo Concepts - Promotion - Sales - Growth Potential - Collaborations - Advertising - PR - Public Speaking - Business Networking - Social Media and more!
Collaborate with our Marketing Consultant to create an action plan, develop your brand, and hit the ground running!
Once we understand your goals and drill down to your target market, we can tailor a plan to begin promoting your business so you can prepare to launch!
We can assist you with logo design, building web pages, tackling social media, targeted advertising and building your brand.
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