Back-office Outsourcing

Accounting, Administrative, and Operations Support Services

With highly skilled and experienced financial, human resource and administrative staff, we provide back office accounting, administrative support, human resources support, and operations services to social benefit organizations.

Given the increasing challenges of running a successful operation, more and more organizations are looking for creative ways to build effectiveness and resiliency. Outsourcing routine tasks is a smart option for anyone facing rising costs and limited resources, and the NewLevel Group team can seamlessly relieve overburdened organizations of ‘necessary chores,’ while providing critical checks and balances for financial integrity.

Managing the business aspects of running a social benefit organization is often not the core strength of a leadership team. Once relieved of dealing with basic accounting, financial management, human resources, and administrative issues, leaders can instead focus their energies on fulfilling the organization’s mission.

NewLevel Group has a proven track record in providing the following back-office services:

Accounting Support:

• Track revenues and expenses and prepare monthly financial and cash flow reports
• Manage Accounts Payable and Accounts Receivable
• Coordinate payroll, reporting, and Human Resource functions
• Manage banking, credit card merchant account, and credit card transactions
• Reconcile bank accounts
• Coordinate transactions and accounts with suppliers and vendors
• Maintain billing files and vendor records
• Support development of the annual budget and track budget against actuals monthly
• Organize accounting records and procedures
• Manage governmental compliance reporting
• Provide support for year-end reviews or audits and tax preparation (by others)

Human Resources

• Provide customized policy manuals
• Manage onboarding process for new employees 
• Manage separation/termination process for departing employees
• Employee counseling appropriate to each client's firm culture
• Provide recommendation for employee benefits
• Provide recommendations for regulation compliance

Administration & Operations:

• Provide customer and/or donor services
• Process sales transactions and manage product fulfillment
• Manage website product and marketing information
• Monitor inventory
• Coordinate insurance policies
• Handle incoming mail and coordinate and process customer communications
• Manage correspondence, emails, and general phone inquiries
• Maintain databases
• Provide dedicated server space for electronic files with redundant back-up services
• Provide office space, furnishings, and office equipment for operations

Many clients who use NewLevel Group for back office assistance find the cost equal to, or even lower than, the cost of doing it in-house. When added to the impact of freeing up the leadership team to do what they do best – communicate with their clients and the community served, bring in hard-earned revenue, and guide the organization to increasing its effectiveness – the benefit is even greater.

For more information or to receive a no-obligation quote, please contact us:  mbglisson@newlevelgroup.com

Demonstrated experience in outsourced administrative support:

• Artist Works 
• Arts Council Napa Valley
• American Institute of Wine & Food (5,000 members, 29 U.S. chapters)
• BetterWorld Telecom 
• California Veterans Support Foundation
• Calistoga Institute
• Human Translation
• Napa Valley Economic Development Corporation
• One World Futbol Project
• The Tug McGraw Foundation
• Spirit of Unity, Napa
• Sustainable Napa County
• St. John's Catholic Church and School of Napa
• Wingspan Partnerships
• Executive experience at local, state, and national association levels