Consultants and Advisory Services

Consultants and advisory services are important for a wide range of tasks, including crafting mission and diversity statements, developing business plans and promotional activities, and specific advice concerning taxes, accounting property and payroll, to name a few.  Below you will find a list of local consultants and advisory services within Arizona as well as a host of resources outside of the state.

Sifting through lists of services can be confusing, however, and sometimes it is helpful to have a guide.  Written by Elizabeth Lougheed-Green of Vancity Community Education, we have included a helpful guide to consider when searching for consulting or advisory services.  Click to go to the PDF.

Legal & Tax

Within Arizona

Carter Law Group
2375 E. Camelback Rd., 5th Floor
Phoenix, AZ 85016
Phone: (602) 456-0071
http://carternonprofitlaw.com/
The Carter Law Group, P.C. provides advice and council to non-profit and tax exempt organizations. Ms. Carter has expertise in economic development, grant-making foundations and the movement of social enterprise. Through the Carter Law Group, P.C. website you can contact full-service representation and resources to online legal services.

Regional/National

Katovich Law Group
http://katovichlaw.com
Committed to responsible business development. We assist our clients in integrating sustainable, socially and environmentally responsible practices into their businesses at every level. Katovich has experience with the legal issues faced by cooperatives in their formation and continued operation.

Management and Accounting

Within Arizona

The Spirit of Enterprise Center
W. P. Carey School of Business
P.O. Box 874006
Tempe, Arizona 85287-4006
Telephone: (480) 965-0474
http://wpcarey.asu.edu/spirit/operating-statement.cfm
The Spirit of Enterprise Center at Arizona State University seeks to become a valuable resource and connection for future entrepreneurs to use to be successful in the business world. They do this by educating potential entrepreneurs and students through a variety of programs that seek to provide guidance and insight into the passion and inspiration of local entrepreneurs and their valuable ties to the community.

Regional/National

Agland Investment Services, Inc.
http://www.aglandinvest.com
Services are provided in finance, economics, farm management, marketing, and technical consultation to agricultural producers and food processors on the West Coast of the U.S. and many areas of the world.

Keystone Development Center
http://www.kdc.coop/home/
To promote economic development by providing technical assistance, access to financial resources, and support in developing horizontal and vertical alliances between cooperative entities and others.

Social Venture Technology Group
650 Alabama Street, Suite 202

San Francisco, CA 94110
http://www.svtgroup.net/
SVT Group is an advisory firm and applied R&D shop devoted to advancing the field of impact management. SVT group provide strategies and tools to measure social and environmental impact, understand risk and opportunity, and optimize impact per dollar in any industry or sector.

Arkansas Rural Enterprise Center is a division of the Winrock International. Both serve to expand jobs and income in rural Arkansas and the surrounding areas.  AREC provides guidance, counseling, management, board training, business planning and many other resources geared towards cooperatives.

Business and Community Development

Within Arizona

Arizona Alliance of Nonprofits
5150 N. 16th Street C-152
Phoenix, AZ 85016
602-279-2966
http://www.arizonanonprofits.org/
The Arizona Alliance of Nonprofits was formed in 2004 to further the support base for the more than 20,000 nonprofit organizations within Arizona.  The Alliance serves the nonprofit sector in a variety of ways, including representation within the Arizona Legislature as well as offering trainings and savings through group-buying discount programs.  While their physical location is in Phoenix, the Alliance offers its many services to organizations all over the state.

ASU Lodestar Center for Philanthropy & Nonprofit Innovation
University Center
411 N. Central Avenue, Suite 500
Phoenix, AZ 85004
602-496-0500
Mail Code 4120
http://lodestar.asu.edu/organizational_assistance
The ASU Lodestar Center for Philanthropy and Nonprofit Innovation works to support the individuals behind nonprofit organizations as well as the organizations themselves.  They use research and education as well as outreach activities to improve the efficacy of the social sector.  The Lodestar Center is able to assist local community organizations as well as collaborate with larger national organizations in order to provide the best possible information and assistance to the nonprofit sector.  One point of interest within their website is their resource entitled, “How to Start a Nonprofit Organization,” which consists of two online portions designed to help entrepreneurs assess their readiness and goals, and a final in person workshop designed to cover the legal aspects of starting a nonprofit organization.  For more information about this particular service, follow the link.

CO+HOOTS
http://www.cohoots.com/
CO+HOOTS is the only shared downtown Phoenix office location that promotes collaboration and provides a professional, inspirational and self-sustaining space to grow and nurture entrepreneurialism.  As an incubator for success, this organization encourages creative, entrepreneurs and small business of all areas to become a part of the growing vibrancy of downtown Phoenix.

Gangplank
http://gangplankhq.com
Gangplank is a place for creators. When diverse backgrounds and ideas collide, those moments provide the necessary fuel to innovate. Gangplank provides the infrastructure, both physical and social, for this to happen. They serve as a place for people to explore their creativity, then challenge them to build their ideas into a viable startup – forging a vibrant economy in the process.

Local First Arizona
12 W. Camelback Road
Phoenix, AZ 85013
602-956-0909
http://www.localfirstaz.com/
Local First Arizona is a nonprofit organization that works to strengthen the local economy of Arizona by educating communities on the positive messages of buying locally.  It was founded in 2003 under the name Arizona Chain Reaction and later changed its name to Local First Arizona in 2007 after applying for nonprofit status.  LFA works to support and maintain locally owned businesses through education, networking, and market development.

Phoenix Green Chamber of Commerce
3104 E. Camelback PMB 613
Phoenix, AZ 85016
Phone: 602-682-5566  Fax: 602-682-5053
http://www.arizonagreenchamber.org/Phoenix/
The Phoenix Green Chamber of Commerce is an advocacy organization dedicated to supporting environmentally sustainable economies.  They provide resources, information, and networking for businesses in Arizona.  Due to their specific areas of expertise they are able to provide effective assistance and education to businesses, sponsors, and the community.

SEED SPOT
http://seedspot.org
SEED SPOT is a social enterprise incubator.  It is place where early stage social entrepreneurs can receive the support, mentorship, guidance and resources necessary to bring their dreams to life. It is building a community to support people like you with dreams for building products, services, or technologies that improved the lives of people or communities on a local, national, or global level. To get started, you must simply participate in one of their yearly competitions.

Regional/National

Common Enterprise Development Corporation http://www.cedc.coop/
P.O. Box 1076
400 W. Main St.
Mandan, N.D.  58554

Common Enterprise Development Corporation (CEDC)
P.O. Box 1076
400 W. Main St.
Mandan, N.D.  58554
http://www.cedc.coop/

The CEDC is a non-profit organization serving the North Dakota area in corporation development, community-owned enterprises and improving the rural area culturally, economically and socially.

Cooperative Development Institute
PO Box 422
Shelburne Falls, MA 01370
Phone: (413) 665-1271
http://www.cdi.coop/
Located in New York, the non-profit Cooperative Development Institute (CDI) provides cooperative business education, training, and technical assistance to all types of cooperative enterprises, from agriculture, to credit unions and worker-owned cooperatives. CDI is also involved in many different discipline areas, from new cooperative business start-ups and cooperative banking, to leadership development and education.

Cooperative Development Service
400 Selby Avenue, Suite Y
St. Paul, MN 55102
Phone: (651) 265-3678
http://www.cdsus.coop/
CDS provides organizational and developmental guidance to communities seeking to start new co-ops in all sectors of the economy and planning assistance to existing co-ops seeking to expand. CDS serves clients within any co-op sector, though we have particular skill and experience in those sectors related to agriculture, environmental stewardship, and community development.

Industrial Cooperative Association ICA Group
One Harvard Street, Suite 200
Brookline, MA 02445
Fax: (617) 232-9545
http://www.ica-group.org/
The ICA Group is a national not-for-profit organization which seeks to create and save jobs through the development and strengthening of employee-owned cooperatives and community-based projects. ICA provides a full range of business consulting and technical assistance services, education, and financing to clients working in or seeking to start worker-owned and community-based businesses.

National Community Reinvestment Coalition
http://www.ncrc.org/
NCRC is an association of more than 600 community-based organizations that promote access to basic banking services including credit and savings, to create and sustain affordable housing, job development and vibrant communities for America’s working families.

180 Degrees Consulting
http://www.180dc.org

180 Degrees Consulting is the world’s leading university-based consultancy, with branches in 17 countries and over 1500 consultants worldwide. 180 Degrees provides extremely affordable, high-quality consulting services for non-profits, social enterprises and socially minded companies. For more information, visit http://www.180degreesconsulting.org.

Ownership Associates
232 Mt. Auburn Street, Harvard Square
Cambridge, MA 02138.
http://www.ownershipassociates.com/
Ownership Associates is an international consulting firm providing a range of services to corporations interested in broadening ownership and workplace participation opportunities for employees. Ownership Associates specializes in the design and implementation of education and training programs concerned with ownership, participation, and financial basics for employees, and in organizational development and corporate culture change initiatives.

Root Cause
One Canal Park, Third Floor
Cambridge, MA 02141
Phone: (617) 492-2300
http://www.rootcause.org/
Root Cause is a nonprofit research and consulting firm that partners with nonprofits, philanthropy, government, and business to advance solutions to today & quotes toughest social issues.

Taproot 
http://www.taprootfoundation.org/

Taproot is a nonprofit organization dedicated to making business talent available to other organizations tackling social problems.  Many of these types of organization lack access to marketing, management, technology, and other business related resources that are needed to reach their full potential.  Every year, professionals donate over $15 billion in pro bono services-over four times the amount donated by corporate foundations every year.  Pro bono is short for pro bono publico, “for the public good” which has come to mean professional services delivered at low or no cost to social change organizations.  Pro bono makes it possible for every nonprofit to access the resources they need to build and sustain these capabilities.

USDA Rural Business-Cooperative Services
http://www.rurdev.usda.gov/LP_BusinessPrograms.html
Promotes understanding and use of the cooperative form of business as a viable organizational option for marketing and distributing agricultural products. Serve cooperative members, directors, management, educational institutions, organizations, rural residents, and all other with an interest in the cooperative form of business.

Federation of Southern Land Assistance Fund
http://www.federationsoutherncoop.com/
Striving toward the development of self-supporting communities with programs that increase income and enhance other opportunities. FSC/LAF reaches out to and educates low-income people in molding their communities to become more humane, livable and self-sufficient.

Rural Community Assistance Corporation
http://www.rcac.org/
RCAC is a multi-state agency helping to build the capacity of other nonprofit agencies and create new agencies to serve low-income people living in rural communities in the western United States.

The Fellowship for Intentional Community (FIC)
http://www.ic.org
Intentional Community is an inclusive term for eco-villages, co-housing, residential land trusts, communes, student co-ops, urban housing cooperatives, alternative communities, and other projects where people strive together with a common vision. The web site serves the growing communities’ movement, providing resources for finding a community home and creating more community.

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