top of page

Services That Meet Your Business Needs

Consulting, operational, financial and human resources services for businesses and nonprofits
Executive Consulting

Executive Consulting

We will ensure that your organization has the proper organizational policies and procedures, to promote effective C-suite and/or Board of Directors governance. We do this by combining processes to crystallize your organization’s mission, vision, and objectives, along with implementing a risk management plan that will consider potential risks and events before they occur. Through these apparatuses, your organization can save money and protect its future.

Board of Directors Development/ Governance/ Management

The Board of Directors is essentially the legal guardian of a corporate entity. In a non-profit organization, the Board members are owners of the stakeholder community. It is the Board that organizes resources and takes action to fulfill the purpose of an organization.


We can help you have a robust Board of Directors, by:

  • Developing an understanding of company Bylaws;

  • Assisting with selecting, implementing, orienting, and training Board members;

  • Ensuring that Board meetings are effective; and

  • Creating and maintaining Advisory Boards as needed.

Risk Management

We can help you mitigate controllable workplace operational hazards by:

  • Conducting a macro-level risk assessment, utilizing the Board to develop a risk management plan;

  • Reducing the risk of hiring and volunteer policies, including the requirement of backup staffing plans;

  • Ensuring staff, client, and visitor safety by evaluating risks of facilities and property and the potential of data security breaches; and

  • Assessing insurance risk, including but not limited to: general liability; professional liability; product liability; fire, theft, casualty, workers compensation/occupational safety; Board of Directors and Officer liability; vehicle operation; and fraud and dishonest acts.

Policy Development

We will develop custom policies and will update and/or customize any existing policies for you, as needed, per recommendations based on assessments conducted by us, including: 

  • Finance

  • Employee Handbook

  • Operating Reserve

  • Investments

  • Conflicts of Interest

Business Processes & Operations

Business Processes & Operations

We will utilize an analytical review of the state of your organization to serve as the basis of  designing a blueprint for moving to the next level; we will help you ascend from a reactive, short term approach to a proactive, long-term approach for the present and future. Paramount to this  is our ability to properly align your funds and resources with your goals and objectives.

Efficient Solutions, Maximum Impact

Efficient processes and procedures are critical to the success and reputation of your organization; we can help your organization develop solid procedural systems and controls and ensure a high  level of quality control through the establishment of standard operating procedures. We offer powerful solutions to refine your procedural systems that provide your team with the right information to improve quality and performance, facilitate consistency, and increase outcomes, which fosters growth and success. 

We will carefully assess and examine your organization's key valuables, including:

  • Organization Leadership/Management

  • Strategic Planning

  • Operations

  • Financial Vision and Strategy

  • Marketing

Fiscal Management

Fiscal Management

Fiscal management solutions are essential for businesses seeking to optimize their financial operations, improve profitability, and achieve long-term financial stability. Through a range of comprehensive services, we can help businesses effectively manage their financial resources, make informed decisions, and navigate complex fiscal challenges.

Financial Planning and Analysis

We can create strategic financial plans, forecast future revenues and expenses, and analyze financial performance. This will help businesses set realistic financial goals, identify areas for improvement, and make informed decisions based on accurate financial data.

Budgeting and Expense Management

We provide expert assistance in developing budgets, allocating resources effectively, and managing expenses. This service helps optimize spending, identify cost-saving opportunities, and ensure financial resources are utilized efficiently.

Cash Flow Management

Maintaining healthy cash flow is critical for businesses. Effective cash flow management services help businesses monitor and forecast cash inflows and outflows, optimize working capital, and ensure there is enough liquidity to meet financial obligations.

Financial Reporting and Analysis

Businesses require accurate and timely financial reporting to assess performance, comply with regulatory requirements, and communicate with stakeholders. Our financial experts can provide businesses with comprehensive financial statements, key performance indicators, and insightful analysis.

Tax Planning and Compliance

Businesses must navigate complex tax laws and regulations to minimize tax liabilities while remaining compliant. Our tax planning and compliance services assist businesses in developing tax strategies, managing tax obligations, and maximizing available tax incentives.

Risk Management

Businesses face various financial risks, including market volatility, credit risks, and operational uncertainties. Our effective risk management services help identify, assess, and mitigate potential risks, safeguarding the financial well-being of the organization.

Human Resources Management

Human Resources Management

Human resources solutions encompass a range of comprehensive services designed to streamline and optimize various aspects of managing human capital within an organization. These solutions assist businesses in effectively addressing the complex challenges associated with workforce management and compliance. We will handle all of your human capital needs to operate effectively and efficiently, while staying in regulatory compliance; this will free your organization to focus on implementing your mission and vision through daily operational functions.

HR Compliance

We can help businesses navigate the intricacies of HR compliance by offering expert guidance and support in areas such as employee handbooks, policies and procedures, wage and hour compliance, and workplace investigations.

Employee Relations

This service focuses on promoting positive employee relationships and effective communication within the organization. We offer assistance with conflict resolution, performance management, disciplinary actions, and termination procedures.

HR Document Creation

We assist businesses in creating essential HR documents, including offer letters, employment agreements, confidentiality agreements, and separation agreements. These documents are customized to align with legal requirements and the unique needs of the organization.

Onboarding and Offboarding

Streamlining the onboarding and offboarding process is crucial for maintaining a productive workforce. We provide support in developing efficient onboarding procedures, conducting exit interviews, and managing the separation process.

HR Advising

We offer professional HR advice and guidance to businesses, serving as a dedicated resource to address complex HR concerns and provide strategic recommendations. This service helps businesses make informed decisions regarding HR policies, compliance, and employee management.

bottom of page