
Consolidated Back-Office Support
You are a creative business leader, admired in your specialized field of practice.
You have solid expertise in your field, are passionate about what you do, and are an emerging leader in the quality of your products or services.
Many of the day-to-day activities of running your business, while critical to the ongoing functioning of your business, demand an enormous amount of your time and attention – time that could otherwise be devoted to your distinctive areas of strength and to achieving the growth goals of your business.
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​Are your core strengths contributing effectively to the success of your business?
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While business owners often find themselves dissatisfied, frustrated or overwhelmed with some of the more mundane aspects of running their businesses, many are reluctant to bring in support for those aspects, fearing unmanageable costs, loss of control, uncertain performance, or never-ending “training time” for entry-level administrative support.
Instead, the business owners sacrifice their own precious business-building energies to manage these support activities.
1
Operations Management
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Business Licenses, Permits, Authorizations, Approvals
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Technical & Operations Plans
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Facilities Management
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Partnership & Alliance Management
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Client & Prospect Database Management
2
Human Resources
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Employee handbook creation and review
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Recruiting, hiring, and retention procedures
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FMLA and other leaves or absences, ADA, and workers’ compensation issues
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Performance management procedures, implementation and training
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Compensation reviews
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Climate assessments and harassment investigations
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Organization performance assessments
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Leadership and management training and coaching
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Transition planning
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Improvement planning
3
Financial Management, Accounting & Compliance
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Accounting software and chart of accounts setup
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Historical data assessment, cleanup, and reconciliation
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Transaction entry, classification and review
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Bill pay and invoicing
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Payroll management (including payroll setup, W2s, and 1099s)
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Monthly account reconciliations (bank, credit card, investment)
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Monthly financial statements
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Accounting procedures manual
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Interim CFO/COO/CEO support
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Cash management & analysis
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Financial planning & analysis
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Risk management
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Investment management
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Annual budget preparation
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Audit prep
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Board reporting


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We Ease The Burden.
Our seasoned professionals perceptively, responsibly, and affordably manage these strategic and administrative activities – freeing you to focus your time, creative talents, and intensity on those areas of your greatest strength.