Our Services
Strategic Planning
Strategy: Create comprehensive operational strategies to achieve specific goals (eg. organizational restructuring).
Planing: Develop detailed, actionable plans to guide business priorities and resource allocation.
Metrics: Design goals, objectives, key results and key performance indicators to drive performance.
People Operations
Compensation Planning: Develop job specifications, leveling criteria, and competitive compensation strategies to attract top talent.
Advancement: Design and implement promotion strategies and succession plans to foster career growth and drive organizational development.
Strategy: Analyze retention and turnover data to drive employee satisfaction through surveys (eNPS) and other feedback tools.
Contract & Vendor Management
Contract Review & Negotiation: Provide contract review and negotiation to safeguard the company’s interests in agreements.
Vendor Management & Relations: Drive vendor selection and management to ensure high-quality partnerships and service delivery.
Business Process Engineering
Scalable Process Optimization: Design and implement efficient workflows to eliminate bottlenecks, support growth, and drive cross-functional alignment across departments.
Data-Driven Performance Management: Establish KPIs and dashboards that provide actionable insights, enabling informed decisions and continuous improvement.
Tailored Solutions & Support Models: Develop customized processes and customer support frameworks that align with business goals and enhance post-sale success.
Change Leadership & Automation: Lead change initiatives and integrate SaaS tools to boost productivity, automate tasks, and ensure smooth adoption across teams.
Accounting
Accounting: Manage full-cycle accounting process, including billings, collections, payables, and expenses in Quickbooks Online, NetSuite, and Xero. Manage Treasury and Cash Flow management, Account reconciliations, and Monthly close.
Financial Reporting and Compliance: Prepare financial statements in compliance with generally accepted accountings standards (GAAP) and international financial reporting standards (IFRS). Manage GAAP/IFRS Technical Accounting Analysis,1099 compliance, analytical reviews and account analysis, and State sales tax compliance.
Payroll: Complete payroll and benefits management (Paylocity, Gusto, Trinet, and Zenefits). Register new businesses to comply with foreign qualification of businesses. Ensure compliance with state payroll tax withholdings, unemployment, paid family leave, and other payroll related liabilities, and oversee 401k compliance with ERISA laws and 5500.
Governance & Risk
Risk Management and Internal Controls: Implement and oversee corporate general liability insurance, workers’ compensation, and other risk management lines. Manage enterprise risk management program. Design internal controls to comply with COSO objectives and Sarbanes-Oxley Act. Evaluate effectiveness of internal controls.
Equity Program Management:
Full Cap Table management including management of the 409A valuation process, ASC 718 Financial Reporting and Disclosure, oversee grant issuances and option exercises, and annual compliance filings on Form 3921.
Financial Optimization
Cost Control & Expense Management:
Create processes for cost control, expense management and improved financial performance.
Investigations: Assess processes and performance to detect fraud and prevent losses.
Workplace & Facilities
Workplace Strategy & Site Selection: Plan and select optimal office or site locations for business growth, ensuring alignment with company culture and goals.
Commercial Lease Negotiation: Negotiate commercial leases to secure favorable terms for long-term business success.
Office Planning & Buildout:
Manage office planning and buildout projects, from design to execution.
Special Projects
Special Projects: Plan and manage unique initiatives tailored to organizational needs.
Offsite Planning & Execution: Organize and oversee offsite events, providing comprehensive logistical support.
Leadership Retreats: Facilitate leadership retreats designed to foster executive development, strategic thinking, and alignment.
Team Building: Design and lead team-building activities to enhance collaboration, communication, and overall team cohesion.
