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Communications & Marketing
Organization Description Keywords
Atromitos LLC

WE FOUNDED ATROMITOS, LLC BECAUSE WE BELIEVE IN THE POWER TO DO BETTER.

That is, we want to work for a firm that is passionately and fearlessly committed to helping its partners do big things: work smarter, dream bigger, and achieve their full potential.

Combined, we have decades of experience at the top levels of government, with dynamic national nonprofit organizations, and in the private sector.

We've seen the challenges that all organizations face every day in the quest to evolve with a rapidly changing world, and we are confident in our ability to make a big difference in bold ways.

From our experience in strategic planning and organizational effectiveness and our proven track record in grant writing and meeting facilitation, to our creative and dynamic speech-writing and communications experience, and our research and policy team, Atromitos is a one-stop-shop for solutions that stand the test of time.

The excitement and energy we bring to every project is unmatched, and it's a promise we make to you from our first phone call to our last high five out the door.

We're ready to do big things. Are you?

Strategic Planning, Policy and Research, Program Design and Evaluation
Coaching
Organization Description Keywords
Leadership Excellence LLC

My name is Kristina Albert and I’m the Founder and Managing Director of Leadership Excellence LLC. I am working as an Executive & Leadership Coach and I’m extremely passionate about helping leaders in various points in their career - new hires, individuals taking on challenging new assignments, leaders with management issues, and other kinds of high-potential managers – to recognize and utilize their strengths and to breakthrough to new levels of success and satisfaction.

I am certified as Executive Coach through the Center for Executive Coaching in Sarasota, Florida and accredited by the International Coaching Federation (ICF) as Associate Certified Coach (ACC).

Over the years I have coached executives and leaders from around the world and helped them develop skills, improve performance, and achieve a greater sense of work-life balance.

By working with me 1-on-1, you have a partner walking hand-in-hand with you every step of the way. I will invite you to a journey where you can leave your comfort zone, take accountability for difficult decisions, lead with greater impact and influence, trust and empower your teams and manage and embrace change. Eventually I will help you gain confidence and clarity in order to step into the role of an EXCELLENT and AUTHENTIC leader.

If you’re interested to learn more and explore options how this could look like for you, I’m happy to invite you to a free discovery call. Just send me an email to kristina@leadershipexcellence.consulting or hop on my calendar via http://book2discover.as.me/

For further information, visit my website at www.leadershipexcellence.consulting.

Executive Coach, Leadership Advisor, Sparing Partner
Gail Perry Associates

Headquartered in Chapel Hill, Gail Perry Associates provides fundraising counsel to nonprofits at all stages of development; supporting fundraising planning, major gift strategies, board development and training, and high-dollar capital campaigns. We empower nonprofits to achieve extraordinary fundraising results and build a better world through our expert consulting services, world-class training programs, and inspiring keynotes.

Through our major gifts and capital campaign consulting services, we equip you with actionable strategies, skills, and tools tailored for your organization. With you at every step, we champion you to create real change – the kind you can measure. Our data-driven Fundraising By The Numbers methodology helps focus your goals which drives you to achieve results, so you can impact the world.

In addition, our firm draws upon external national and international experts in marketing, design, prospect research, copywriting, digital communications, public relations and leadership development to provide additional top-quality services for our clients. Check out our website today or send us a note to explore how we can support you!

Major Gifts and Capital Campaign Consulting, Fundraising Training and Consulting, Leadership and Board Development
Executive Search Firms
Organization Description Keywords
JER HR Group, LLC

JER HR Group is a full-service human resource consulting firm with 30 years of experience and expertise in meeting the strategic and complex HR needs of organizations across the U.S. We provide customized services with a team of more than 30 experienced professionals in Training, Consulting, Compensation and Executive Recruiting to meet your critical business needs and the unique needs and challenges of our clients.

We have extensive experience working with organizations of all sizes and types in supporting their HR functions including leadership training and development, executive search and recruiting, compensation design, compliance and HR technology solutions. We work closely with our client’s Human Resource Departments, to design programs and strategies that are targeted to their individual organizational needs, easy to implement and built upon leading edge best practices.

To complement our expertise, we maintain active memberships in leading associations of compensation and human resources practitioners, including: Society for Human Resource Management (SHRM), WorldatWork, International Public Management Association of NC (NC-IPMA), and the New York Society of Association Executives (NYSAE). We are active in the not-for-profit community, serving on Boards of Directors or as non-Board advisors to human resources committees.

As a leading Human Resource outsourcing firm, JER HR Group provides HR services for city governments, non-profit organizations and for-profit companies both large and small, from Fortune 500 companies to family businesses. We provide professional external team support with extended services and expertise. Some of our HR services include HR Audits, Interim HR Management, Employee Handbooks, Safety and Compliance Consulting and Analysis of Organization and Staffing.

Human Resources, recruiting, executive compensation
CLA

CLA is a professional services firm delivering integrated outsourced accounting, audit, tax, executive search and consulting services to help clients succeed professionally and personally. Our industry-focused teams offer services that support clients locally, nationally, and globally.

CLA is focused on delivering an exceptional level of knowledge, insight, and industry experience. As our clients’ most trusted business advisor, we:
• Take a genuine interest in organizational opportunities and challenges
• Proactively work with clients to develop approaches based on a deep understanding of their business and industry
• Address financial challenges clients face through our national and global resources
• Continually strive to better client organizations, the nonprofit industry, the communities in which we work and live, the accounting profession, and ourselves

CLA has a dedicated nonprofit group, a team focused on providing high‐quality services to nonprofits organizations. Members of CLA’s nonprofit group focus almost exclusively on serving nonprofit organizations, so they have the experience and commitment to fully understand your challenges and opportunities.

Nonprofit organizations are a dynamic, unique area of accounting, and require constant attention and monitoring. Our knowledge of the industry is crucial to offering actionable activities. As a firm with more than 60 years of experience, serving more than 7,000 nonprofit clients, we possess a thorough understanding of organizational challenges and are able to respond promptly and effectively to help meet them.

The regulated industry segment, which includes a portfolio of nonprofit, government, and health care institutions, represents nearly half of the firm’s total revenues. Based on information from the Federal Audit Clearinghouse for audits with fiscal year ends between January 1, 2018 and December 31, 2018. CLA performs the largest number of single audits in the United States! We audited nearly $56 billion dollars in federal funds in 2018. This not only shows our experience in serving organizations that receive federal funds but it demonstrates our firm’s dedication to serving the government and nonprofit industries. In addition, CLA prepares more 990s than any other professional services firm in the United States based on data obtained from CauseIQ.

To make working with CLA a seamless experience, our team utilizes a secure web-based application to request and obtain documents necessary to complete client engagements. This application allows CLA and our clients to view a live client assistance letter clients, which provides detailed information, including due dates for all of the open items CLA is requesting. Additionally, clients have the ability to attach electronic files and add commentary related to the document requests directly on the application. We also utilize CLA's Seamless Assurance Advantage (SAA) is an innovative approach to auditing that utilizes leading technologies, analytics, and audit methods to help solve client problems and create a seamless experience. Unlike any conventional audit process, SAA does not depend on physical location. It reduces the time our professionals spend on site, creates fewer disruptions, enables more efficient use of resources, and allows for more impactful interactions with our clients.

Armstrong McGuire & Associates

We’re invested in your success because, when you succeed, the people you are helping succeed. Achieving success requires both the human capital of nonprofit agencies and the financial resources of charitable donors. The effective union of those resources requires talented leadership, thoughtful planning and dynamic fundraising. With a team of experienced professionals, a network of talented support services, and a roster of successful, satisfied clients, Armstrong McGuire provides counsel that helps our clients reach their goals successfully. Our services include:

- Organizational assessments
- Executive Transition Management (ETM)
- Executive recruitment
- Interim management services
- Board and staff training
- Strategic planning
- Retreat facilitation
- Resource development planning
- Annual giving
- Major and planned giving
- Feasibility studies
- Capital campaign planning and management

Resource development, fundraising, succession planning; evaluation; strategic planning; planning; board of directors; organizational development; evaluation; impact; assessment; benchmarks
Financial Services
Organization Description Keywords
Security Underwriters Insurance

Security Underwriters, Inc., founded in 1981, is an independent insurance agency with a passion to serve non-profit organizations. We understand the unique risks that non-profit organizations face and offer a full complement of coverages and programs specifically tailored for all types of non-profits.

Our Principles of Security:
• All non-profits, irrespective of size, budget and mission, are entitled to full Risk Management Counsel.
• You are entitled to a competitive price. Chances are that we can save you money and, even better than that, we can improve your coverages.
• Your counsel can be credible only when having access to multiple markets. No one insurance company has the best product for each of your needs. As an independent insurance agency, we represent several companies that understand the non-profit sector.
• Providing claims service is the most important thing we do. In fact, we're available for emergencies 24 hours a day.
• You deserve face-to-face contact with someone experienced in the business, someone committed to staying up to date, and someone who will still be in business as your needs change.

Insurance for Non-Profits
S.E. Owens & Company

Accounting Compliance Compassion
NOW AVAILABLE IN NORTH CAROLINA
Accounting and Compliance For Political, Non-Profit and Animal Rights Organizations
S.E. Owens & Company has provided essential recording and reporting services to a wide range of non-profits for more than 20 years. We have team members and clients across the country serving the political, non-profit, and business spheres. We help our clients stay compliant and legal with our responsive and dedicated team. We provide accounting services, tax preparation, government document preparation and filing among our many financial and compliance services. We are numbers focused and deliver excellent results as well as heart-driven and passionate about assisting our clients so they can focus on what they do best.
Visit us at www.seowenscompany.com
Local Representative in Durham, NC: Beth Budd, bbudd@seowenscompany.com, (919) 864-0109

Accounting and Bookkeeping, Regulatory Compliance and Filings
PAK Enterprises Inc

Our Mission is to help small businesses grow into profitable, successful companies by providing financial, managerial, and strategic expertise.

PAK Enterprises was founded as a bookkeeping, accounting and tax services provider for non-profit businesses in 2014. As we grew in client size, it became evident that small to mid-size businesses would greatly benefit from advisory services that were tailored to help them surpass their current status and grow into successful companies. Too many small businesses are left without experienced financial professionals that can help them overcome financial and managerial hurdles which cause so many to lose money or, worse yet, go out of business. As entrepreneurs, we have specific skill sets that are necessary for business. Let PAK Enterprises turn your vision into value. We will provide you with assistance in all your small business taxes, financial statements, and business needs.

Too many small businesses are left without experienced financial professionals that can help them overcome financial and managerial hurdles which cause so many to lose money or, worse yet, go out of business. As entrepreneurs, we have specific skill sets that are necessary for business. Let PAK Enterprises turn your vision into value.

Our services that we offer but not limited to are:

•Business Accounting Services: We understand the complexities involved in running a business. That’s why we’ll go out
of our way to tailor our services to suit your specific needs.

•Bookkeeping: We offer comprehensive bookkeeping services designed to keep your finances in check.

•Payroll: When it comes to payroll, there is nothing more important than paying your payroll taxes and your employees
and subcontractors on time and accurately.

•Business Services: We partner with businesses just like yours to provide the information and support they need to
meet their financial objectives.

Don’t Overlook the Importance of an Accountant

Our team of experienced accounting professionals want to help you maximize your financial standing. We are prepared to help you better understand financial record keeping, tax preparation, and financial planning.

Give us a call at (919) 862-7567 or email patryce@pakenterprisesllc.org today to ensure the success of your financial future.

Accounting and Bookkeeping, Nonprofit budget, Payroll
Norton Collar Lund Lilley, PLLC

For years, Norton Collar Lund Lilley, PLLC has been providing quality, inclusive financial guidance to not-for-profit entities. Our expertise ranges from tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Through research and sound analysis, we encourage open communication to reach an understanding of the needs of the nonprofit entities we serve. Our firm is dedicated to meeting the goals of your nonprofit with high standards of excellence and professionalism. In addition to our work with local not-for-profits in a professional capacity, our firm’s leadership team is strongly committed to serving our community individually. All of our partners have volunteered their time and expertise as board members or advisory board members to various not-for-profit organizations in the Triangle area. We have been a staple of Raleigh’s nonprofit community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around Raleigh. We believe this to be a direct derivative of our talent and responsiveness to our client base.

Our Services:
Tax Preparation
Assurance and Advisory
Quickbooks Accounting Help and Assistance
Computer Consulting
Employee Benefit Plan Audits
Accounting Services
Financial Audits, Reviews, Compilations, and Preparation
Bookkeeping/Write-up
IRS Representation
Payroll Services
Cash Flow and Budgeting Analysis

Address:
7701 Six Forks Road
Suite 100
Raleigh, NC 27615

Accounting, Audit, 990