• Financial management reporting & training on oversight processes.
• Budget creation
• Cash flow Management: Simple Processes & Methods
• Cost cutting analysis

• Staff Alignment and Organization Chart Development
• Job Descriptions
• Interviewing Preparation & Topgrading
• New Employee Onboarding Processes and Short-Term Goal Structuring
• Employee Reviews, Bonus Compensation Plans, & Corrective Action Procedures
• Organization & Productivity Coaching for Staff Members
• Leadership Coaching

• Strategic Plan Development
• Goal-Setting & Accountability
• Establishing Key Performance Indicators (KPI) and Accountability Measurements
• Succession Planning
• Exit strategy: Preparing Your Business
• Balanced Scorecard

• Document Key Processes and Procedures (Develop an SOP Manual)
• Assistance in Selecting Outside Services Vendors
• ERP Project Planning
• Business Operations Review & Optimization
• Fractional Administrative Management

• Market Research & Strategy
• Marketing Plans & Budgets
• Strategic Website Review
• Selling & Pricing Strategies

• Executive Coaching
• Start-up Business Planning
• Business Mentoring
• Outsourced Management Services
• Serve as an “Executive On-Call”
• Help Address Everyday Challenges and Advise on Big Issues
• Private equity board relationship & meeting preparation
• Fractional C-level Assistance

We will meet to scope the project, then will provide a detailed proposal for your needs. The proposal will typically include a not-to-exceed estimate of hours and we will bill you monthly for the project hours used until the project is complete.

We will determine with you the level of difficulty and weekly/monthly hours needed to support your needs. We will then provide either an hourly rate or monthly fee proposal. The first several weeks may require additional hours for ramp-up and orientation for the required responsibilities.

We build packages to address the common needs of small companies.