Partnerships

Package Level 1

Member services level

Ideal for businesses seeking foundational support and administrative efficiency.

Administration

Check
Scheduling
Check
Processing Payments
Check
Cutomer Dispute Service
Check
Bill Payment
Check
Invoicing
Check
BWC
Check
Accounting
Check
Tax Prep & Planning
Check
Insurance Broker
Check
Legal Services
Check
Benefits Management

(Health, Retention, Vacation/PTO) (Charis manages through 3rd party)

Check
Includes LLC and LLP setup during onboarding

Term of Service

Check
contract for minimum of 1 year with reneweal options that will be available

Package Level 2

PARTNERSHIP level

For organizations seeking deeper alignment, funding, and long-term growth.

Check
Up to 49% ownership of company
Check
up front investment
Check
questionnaire completion
Check
assessment of company vision
Check
eveluate the organization

Term of Service

Check
buyout option id available after 2 years

Partnership services include:

Check
Services include everything in Level 1, plus:
Check
membership services
Check
mentorship
Check
leadership Development
Check
business strategies ongoing
Check
budget
Check
Forecasting
Check
growth initiatives
Check
developing/cultivating structure of organization

Support That Scales With You

Flexible packages for every stage of growth.

At CHARIS, we believe in offering scalable solutions tailored to your organization’s stage of growth. Whether you're seeking structured support through Member Services or pursuing deeper strategic alignment and investment through our Partnership Level, our goal remains the same: to help you build a sustainable, impactful business.


Ready to take the next step? Let’s talk about the package that’s right for you.