What We Do

COMPLIANCE & DATABASE MANAGEMENT


  • Enter all necessary data into state and federal reporting software (contributor information, contributions and disbursements, including joint fundraising transfers, ActBlue, etc.).

  • Advise on compliance-related issues as they arise in connection with fundraising, communications, use of funds, best practices, etc.

  • Update and maintain report on limits tracking for both disbursement (in-kinds/independent expenditures) and income (campaign finance limits).

  • Continuously update and improve the integrity of information within the committee’s database. Enter all necessary disbursement information and maintain an accurate and organized description for reporting purposes.

  • Assist committees in audit reports or requests for more information from an election authority.

FINANCIAL MANAGEMENT & BOOKKEEPING 

  • Work with committee to create and maintain required budgets

  • Prepare budget reports as desired 

  • Prepare regular cash flow reports as desired 

  • Participate in regular meetings or conference calls to discuss budget and cash flow as requested

  • Coordinate with the committee on cash flow projections 

  • Reconcile bank accounts

  • Batch and Deposit receipts on behalf of the committee

  • Prepare Disbursement checks/wire transfers for committee

  • Manage 3rd party payroll company and maintain employee files

  • Prepare required tax returns such as 1099-MISC, etc

  • Maintain accurate files of receipts and disbursements, as well as copies of all necessary paperwork for the committee in conjunction with requirements of the FEC and Illinois State Board of Elections

  • Fundraising Research - List building and donor research to help you reach your call time and event goals.

Internal Controls

  • Execute monthly reconciliation reports for the campaign and provide a copy of the report as well as the bank statement for the account 

  • Provide for separation of duties

  • Require written approval for disbursements from a pre-approved list of individuals

  • Require multiple approvals on wires, ACH’s or bank transfers executed online

  • Provide access to campaign personnel to bank account and accounting software

  • Consult on internal procedures so that the committee meets the FEC rules and regulations on receipts and disbursements 

  • Consult  or coordinate committee creation including:

    • Statement of Organization

    • Establishment of committee bank accounts

    • IRS registration

  • Provide sample internal forms for check requests, check tracking forms, and other administrative procedures if requested

  • Coordinate the establishment of campaign offices and field locations as required including sourcing leasing, setting up utilities, etc

  • Coordinate operations issues such as workers’ compensation insurance, logistics of contracts, lease sign off

  • Coordinate employee onboarding including procedures to ensure paperwork is completed and stored

Operations

Training’s

  • Keeping a Ledger without accounting software

  • How to reconcile monthly to your bank statements and reconciling your accounts to your reports

  • IDIS reporting 

  • Establishing best practices for disbursements and deposits

Audit assistance

1099 Reporting

Additional Services