Cleanups, documentation, setup, investigations, implementations, or a defined business need.
Services
Back-office support that moves the whole organization forward.
Choose targeted help for a specific need or build an ongoing partnership across human resources, workplace safety, bookkeeping, and financial leadership.
01
Human Resources Consulting
Practical people practices for healthier, more consistent workplaces.
HR support is scaled to your organization and grounded in clear communication, consistent documentation, confidentiality, useful technology, and real-world operating needs.
Core support
- HRIS (Human Resources Information System) selection and implementation
- HRIS configuration, workflows, and employee adoption
- Recruiting and hiring process support
- Onboarding and offboarding
- Employee and supervisor training
- Employee records and documentation
- Benefits, leave, and workers' compensation coordination
- Policy guidance and handbook support
- Employee relations and performance-management support
As needed
- Workplace investigations support
- Labor relations and CBA interpretation
- Payroll and timekeeping process improvement
- Safety programs, forms, and compliance documentation
02
Workplace Safety & Compliance
Turn safety expectations into clear policies, training, and everyday practice.
Safety support helps employers build practical workplace systems, train employees, document activity, and maintain required records. Services are tailored to the organization, its workforce, and applicable requirements.
Core support
- Safety policy and procedure development
- Injury and Illness Prevention Program (IIPP) development and implementation support
- Employee safety training and refresher sessions
- Safety training schedules, records, and completion tracking
- OSHA Forms 300, 300A, and 301 recordkeeping support
- Electronic injury and illness data submission support, when applicable
- Incident and near-miss documentation
- Inspection checklists and corrective-action tracking
As needed
- Safety committee support
- Emergency action plan support
- Policy rollout and employee communications
- Safety program and recordkeeping process reviews
03
Bookkeeping & Accounting Support
Know where the business stands - and trust the details behind it.
Reliable bookkeeping creates the foundation for sound decisions. Services are organized around clean records, consistent routines, and reporting that gives leaders a useful view of the business.
Core support
- Transaction coding and monthly bookkeeping
- Accounts payable and accounts receivable tracking
- Bank and credit-card reconciliations
- Customer invoicing and vendor coordination
- Payroll coordination and payroll-related administration
- Month-end close and financial reporting support
As needed
- QuickBooks setup and workflow improvement
- Expense tracking and reimbursement processes
- W-2 and 1099 process support
- Organized records for tax and audit professionals
04
Fractional CFO Services
Executive-level financial insight without a full-time executive hire.
Fractional CFO support helps leaders move beyond recordkeeping into forward-looking planning, stronger controls, and better-informed decisions.
Core support
- Budget development and forecasting
- Cash planning and expenditure monitoring
- Financial-statement review and leadership reporting
- Internal controls and asset-protection processes
- Audit and compliance support
- Financial analysis and scenario planning
As needed
- Accounting workflow redesign
- Team mentoring and process accountability
- Leadership decision support
- Special projects and systems implementation
Flexible by design
Start with the support you need now.
Engagements can be structured around an urgent project, a recurring monthly need, or a broader operational partnership. The first step is a focused conversation about your priorities and current capacity.
Not sure where to begin?
Bring the problem. We'll help define the path.
A consultation is the simplest way to identify the right starting point and scope.