Mission


Strengthening nonprofits by providing simple, effective solutions.




Work


We're all sizes.

Whether your annual budget is $100,000 or $100,000,000, we can help increase efficiency across any size operation.

We specialize in the type of work that benefits all nonprofits--regardless of category or industry. Our work in higher-ed, hospitals, private foundations, and global health & human service organizations allows us to synthesize even the most complex projects.


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Good intentions no longer retain great donors. We focus on technology and systems to improve the transactional experience so teams have more time to create meaningful mission-oriented relationships.

Donor Engagement

Successful major gifts programs are led by strategy, not fundraising goals. Individual management plans for each donor should reflect not only their interests, but tangible examples of how their support shapes your mission.

Major Giving

Relationships before revenue. Develop a culture of caring by seizing every opportunity to coach, guide, encourage, or appreciate leaders within every cubicle, committee, and constituent group.

Executive Leadership

Real input from real nonprofit leaders.

If there's something we don't know, we'll figure it out fast. Our network of sector leaders stretches across nearly every industry. We'll get the answers so you don't have to.

  • Tax & Accounting
  • Legal Review
  • Human Resources & Payroll
  • Governance & Board Management
  • Grants & Federal Funding
  • Marketing, Communications, and Digital Assets
  • IT & Device Management
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3-tier service

Opto focuses on providing three basic levels of service:

Organize
We complete work done to your specification. We rely on you to instruct and oversee.

Oversee
We provide assessments, workplans, guidelines, and other communications deliveries in additon to our operational support.

Oversee
We organize project management, program planning, strategic planning, and transformation/change management.


We'll show our homework every day.

Opto provides progress reports in real time. Your team will receive at least one daily progress report as well as weekly projections for the upcoming week.

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Bobby Watson

Strategist


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Bobby Watson

Strategist


Simple billing.

We're technical, but our pricing isn't rocket surgery.
We offer three basic levels of service, each backed
by a convenient service agreement.

Organize

  • Accounting & Payroll
  • Data Maintenance
  • Communications
  • Technical Support
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Oversee

  • Project Managment
  • Digital Media Production
  • Data Migrations
  • Grants Administration
  • Organizational Management
Learn More
Overhaul

  • Capital Development
  • Feasibility Planning
  • Board Development
  • Change Management
  • Right-Sizing
  • General Ledger Rebuilds
  • Community Impact Modeling
Learn More
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Bobby Watson

15-year nonprofit administrator specializing in governance, fundraising, and strategic operations by leveraging universal, human-centric solutions to drive growth while reducing organizational debt.

LinkedIn
Governance
Executive Support
Legal Review & Contract Management
Accounting & Finance
Complex Budget Admin
Auditing & Risk Assessment
Workplace Culture & Policy
Equity & Accessibility Plans
Startup Ecology & Synthesis
Direct & B2B Sales
Consultative Sales
Individual & Corporate Fundraising
Grants Administration
Digital Marketing
Client Relations
Customer Success
Product Management
App Development
Agile Project Management
Prescriptive Data Analytics
Capital Projects
Building Management
Facilities Maintenance
RFQs, RFPs & Procurement
Intacct, Intuit & Financial Edge
Trinet & ADP PEOs
Salesforce, Andar, Zoho,
Ellucian & Andar ERPs
Power BI, Tableau & Retool
Excel Pivot Tables
R & SQL
PSQL/MySQL
JAMF & Apple Business Manager MDMs
Ubiquiti & Cisco Networks
Heroku & AWS Cloud Computing
WordPress
Creative Cloud
Python & JavaScript
CSS & HTML
COVID-19 Compliance
Project Management Certification
3 Years COO at $100M NPO Startup

5 Years Revenue Operations Director

4 Years Higher Education Development

2 Years Healthcare Marketing Operations

5 Years Mass Market Events

3 Years Corporate Fundraising
Graduate Certificate
Digital Marketing
Parsons School of Design

Graduate Certificate
Nonprofit Management
University of Alabama at Birmingham

Bachelor of Arts
English Literature
University of Alabama at Birmingham

Professional Certification
Project Management
University of Alabama at Birmingham



Values

Empathy

Enthusiasm

Expectation

Exploration

Experience

Empowerment

Frequently Asked Questions

Have questions about our services?
We also host a robust Nonprofit Resource Center to provide practical
information across a wide range of topics.

What types of nonprofit does Opto support?

All shapes and sizes. We have experience working both large and small nonprofits across many industries. While nonprofit categories differ greatly, our team can navigate complexities associated with all types of governmental guidelines or industry standards.

Not long. After our initial meeting, we'll work to provide your team with a full proposal within 72 hours. Once approved, we work to your schedule-sometimes within a week.

Yes, you probably should. At Opto, our goal is to enhance systems that work for your mission, but more importantly your staff. We believe that more efficient operations help nonprofits create a better workplace culture, retain talented staff, and reallocate more administrative dollars to personnel budgets. Once you're ready, as a committment to creating more nonprofit sector leaders, Opto offers nonprofit job placement services at zero cost to you.

Yes. Our team specializes in the highly technical. From operations to communications to grant administation, we understand how complicated projects and initiatives can stymie progress. Our experience in technology, communication, and people operations can help you get back on track. Fast.