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Management Services

The following outlines the typical services provided by J Addison Group, LLC, and represents administrative management services most commonly requested by organizations. Any or all of these services are available.

STAFF SUPPORT

Management and staff support services of:

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An executive director
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Client account executive
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Computer program designer and computer data personnel
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Webpage designer
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Education and Training
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Full-service bookkeeping and accounting services
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Office and telephone receptionist
Black Arrow Pointing RightOther professional office personnel required to fulfill the administrative services required. 

The executive director will work closely with the president and board of directors and other leadership personnel to ensure objectives of the organization are met.  Also, in accordance with the policies of your organization, the executive director can serve as the chief administrative representative in relations with, and direction of activities of all service providers for the association i.e. strategic planning, legal counsel, etc.

HEADQUARTERS OFFICE

J Addison Group, LLC, will provide your association with a modern, professional, headquarters facility including

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A state capitol address and post office box

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Professional office reception and telephone answering services

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State-of-the-art office equipment

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Records storage

FINANCIAL ADMINISTRATION SERVICE

J Addison Group, LLC, working with the organization leadership can:

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Coordinate the preparation of financial management policies

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Annual budget preparation

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Provide computer-based record keeping system

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Assist in the development of income, investment and expenditure controls

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Establish and maintain a financial records management and reporting system

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Maintain bank accounts on behalf of your organization

CORPORATION FILING AND REPORTING SERVICE

J Addison Group, LLC, as the registered agent of the organization, will initiate and maintain the appropriate licenses with the State of Washington e.g. secretary of state, department of revenue, et al. and provide timely filings of the annual corporation report and the combined quarterly excise tax returns on behalf of the organization. 

MEETING ADMINISTRATION SERVICE

J Addison Group, LLC, can coordinate logistical arrangements and contract negotiations for meeting facilities and provide support in planning, development and organization of association meeting sites. In addition:

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Assist in preparation of meeting agendas

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Prepare agenda supportive materials

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Prepare, distribute and maintain the permanent record of the minutes of board and membership meetings

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Provide convention and trade show management services

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Education and training

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Seek sponsorships for events

MEMBERSHIP ADMINISTRATION SERVICES

J Addison Group, LLC, will conduct various membership administration functions:

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Invoice for annual member dues

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Keep accurate database of members

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Develop and maintain organization website

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Promote membership retention

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Identify new member prospects

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Membership recruiting and surveys

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Coordinate membership record reconciliation with national affiliated and dues sharing organization

COMMUNICATIONS AND PUBLIC RELATIONS SERVICES

J Addison Group, LLC, may serve as the liaison between an organization, its affiliate organizations and other publics as mutually agreed upon. We will also:

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Provide mail processing, such as collection, handling, sorting and routing; preparation of responses to the normal day-to-day correspondence; and, maintain an official correspondence record. 

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Assume responsibility for the preparation and/or coordination of mailings, such as meeting notices, minutes, publications, etc. to members and other publics.

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Provide telephone answering services, face-to-face walk-in reception services and respond to inquiries about the organization.

J Addison Group, LLC * 4405 7th Avenue SE, Ste 205 * Lacey * WA * 98503 Phone: (360)350-0460