WRG Corporate Services offers a high degree of
expertise and planning and can create flexible customized assistance packages including the following services:
For Nonprofits:
- Nonprofit start-up consultation and assistance with state and IRS filings
- One-on-one coaching for executive directors
- Best Practice policy document creation (based on IRS and Idaho Secretary of State guidelines)
- Board training
- Strategic visioning
- Meeting facilitation
- Comprehensive Policies and Procedures
- Assistance with the narrative section of the 990 tax form filing
- Interim executive director expertise and executive director search/hiring assistance
Nonprofit Resources:
Organizational Planner Template
Sample Board Matrix
For Corporations:
- Minute-taking for corporate and shareholder meetings
- Creation of regulatory and shareholder reports in partnership with your legal counsel and financial advisors
- Creation of file systems for historic records
- Creation of draft corporate policies for legal review
- Shareholder/Board Meeting Logistics
- Creation of annual task calendar to meet regulatory needs including filing deadlines
- Comprehensive onboarding manual for directors or employees
Writing/Editing:
- Web content for consistency
- Fact checking and document cross-referencing for consistency
- Creation of narrative content (non-legal or financial content) for proxy, annual report, website, corporate history
- Creation of comprehensive on-boarding manuals for new directors or employees
For B Corp and Benefit Corporations:
Whether you want to create or transition to a benefit corporation, or you are considering undergoing assessments to determine how your company can meet international benefit corporation standards, WRG Corporate Services can assist you with:
Whether you want to create or transition to a benefit corporation, or you are considering undergoing assessments to determine how your company can meet international benefit corporation standards, WRG Corporate Services can assist you with:
- Coaching for content of your Articles of Incorporation, corporate mission statement, and narrative description of your public benefit(s)
- Creation of policies, procedures, and your employee handbook
- Service as your Benefit Officer or Benefit Director
- Writing and filing your required Idaho Benefit Corporation Annual Reports
- Assistance in identifying Third-party Standards
- Minute-taking for corporate and shareholder meetings
- Creation of regulatory and shareholder reports in partnership with your legal counsel and financial advisors
- Shareholder/Board Meeting Logistics