Our proven experience:
- We oversee and guide more than $15 million in client revenues, and process more than 8,000 financial transactions from a variety of global companies
- We interact with more than 15,000 companies annually
- We attend and manage approximately 1,000 teleconferences annually
- We manage more than 200 e-mail reflectors and 2.1 million messages annually
- We perform more than 60,000 electronic help desk transactions annually
- We respond to more than 40,000 voice-based inquiries annually
- We provide certification administration support, with demonstrated scale in supporting certification of more than 10,000 members within three years
We deliver high quality and responsive virtual business office services, based on established best practices.
Your alliance needs to operate as a virtual village, even though members may be scattered across the globe. Outsourced virtual business office services can help ensure that your day-to-day operations activities are handled consistently, accurately, cost effectively, and in a timely fashion, with ability to scale as membership grows.
We deliver high quality and responsive virtual back office services, based on established best practices. Our back office service encompass four key areas: financial management and accounting, membership services and help desk support, certification administration, and monthly financial and membership reporting.
Financial Management: We handle all aspects of financial management and accounting, including bank account management and reconciliation; membership fee invoicing, processing, and collections; accounts payable processing; and month-end closing. We also provide budget entry and monthly cash flow analysis, and we can also perform investment administration of excess cash (CDs). We provide year-end tax filing and support for independent financial audits.
"We’ll take care of the alliance’s 501(c)(6) filing and reporting"
Membership Services: We manage all aspects of member enrollment, including developing online member applications. We manage all membership data, which is integrated seamlessly with financial data, and secured access to collaboration tools, allowing information and task sharing. For each alliance we work with, we establish help desk services to support inquiries relating to general alliance information, how to become a member, membership and payment status, changes to membership with respect to contacts, and workgroup participation.
"Plus, we have a member help desk that is staffed by subject matter experts to offer assistance on anything relating to membership services."
Certification Administration Services: We offer a full range of certification administration services, including applications and payments processing, workflow integration with test houses, certification status tracking, posting completed certifications on the website, issuing certificates, and managing and maintaining all certification documents.
Monthly Financial and Membership Reporting: We provide a monthly board-level presentation, summarizing financial and membership status, and help desk service levels. We also distribute month-end financial statements to the treasurer and executive director.