03
Our Services

Expert advisory across every dimension of your growing organization.

Three practice areas. Delivered as ongoing retainers, fractional leadership, project engagements, assessments, training, or technology implementations.

4
Practice Areas
33
Service Offerings
$20M
Risk Mitigated
Practice Area 01

Strategy & Operations

The direction and infrastructure of your business. We help growing organizations build the strategic plans, operational systems, compliance frameworks, and financial infrastructure they need to scale with intention.

Organizational Assessment & Diagnostic

A full audit of your business — operations, structure, workflows, systems, and risk. Delivered as a scored report with prioritized recommendations and a clear roadmap.

  • Operations audit
  • Risk identification
  • Workflow mapping
  • Priority scorecard
  • 90-day action plan
Assessment

Business Operations Design

Build or redesign the operational infrastructure of your organization. Processes, workflows, role clarity, accountability structures, and the systems that hold it all together.

  • Process mapping
  • Workflow design
  • Role architecture
  • SOP development
  • Implementation support
Project | Retainer

Strategic Planning & Advisory

Facilitated strategic planning for leadership teams. Annual planning, goal architecture, OKR frameworks, and execution accountability structures.

  • Leadership facilitation
  • Goal framework design
  • Quarterly review structure
  • Strategic roadmap
Project | Fractional

Featured: Truly Pediatric Home Care Case Study →

Financial Operations Advisory

Budgeting frameworks, financial planning infrastructure, and resource allocation strategy for small businesses and nonprofits. Build the financial backbone your growth demands.

  • Budget architecture
  • Forecasting frameworks
  • Resource planning
  • Nonprofit grant budget support
Retainer | Project

Change Management

Structured planning, stakeholder communication, and adoption support for organizational transitions — technology rollouts, restructuring, leadership changes, or rapid growth.

  • Change impact assessment
  • Communication planning
  • Stakeholder engagement
  • Adoption tracking
Project | Retainer

Compliance & Risk Advisory

Regulatory compliance audits, risk identification, and policy infrastructure across HR, operations, and governance. Built for organizations that can't afford a compliance miss.

  • Compliance audit
  • Risk register
  • Policy gap analysis
  • Remediation roadmap
  • Ongoing advisory
Audit | Retainer
Practice Area 02

People & Leadership

The human infrastructure of your organization. We bring senior HR leadership, organizational development, coaching, and employee relations expertise to growing teams that need more than a part-time HR generalist.

Fractional HR Leadership

Embedded CHRO or HR Director-level leadership on a part-time retainer. Strategic and operational HR without a full-time salary. We function as your HR department — not a consultant you call once.

  • HR strategy
  • Policy oversight
  • Compliance leadership
  • Team development
  • Executive HR counsel
Fractional | Retainer

Featured: Truly Pediatric Home Care Case Study →

Managed HR Services

Fully embedded HR support covering the full employee lifecycle. We handle the day-to-day so you can focus on running your business.

  • Onboarding & offboarding
  • Performance management
  • Payroll coordination
  • Compliance
  • Policy guidance
  • Employee support
Retainer

Organizational Development

Culture design, team effectiveness, organizational structure, and workforce planning. Build the organizational foundation your growth requires.

  • Culture assessment
  • Structure design
  • Workforce planning
  • Team effectiveness programs
  • OD strategy
Project | Retainer

Leadership Development & Coaching

One-on-one executive coaching, manager development programs, and leadership team effectiveness work. Develop the leaders your organization needs at the next level.

  • Executive coaching
  • Manager cohort programs
  • 360 feedback facilitation
  • Leadership team workshops
Training | Fractional | Project

Employee Relations & Investigations

Expert handling of workplace conflict, formal investigations, performance improvement plans, documentation, and disciplinary processes. Protect your organization and your people.

  • Workplace investigations
  • PIP development
  • Conflict resolution
  • Documentation
  • Disciplinary guidance
Project | Retainer

Handbook, Policy & Compliance

Custom employee handbooks, HR policy development, and compliance documentation tailored to your state, industry, and workforce size. Built to hold up — not just check a box.

  • Full handbook development
  • Policy gap analysis
  • State compliance review
  • Multi-location policy support
Project

Training & Workshop Facilitation

Custom workshops on leadership, compliance, HR fundamentals, change management, and team effectiveness. Designed for your organization, not pulled from a generic catalog.

  • Custom curriculum design
  • Facilitation
  • Manager training
  • Compliance training
  • Leadership workshops
Training
Practice Area 03

Systems & Technology

The technology backbone of your operations. We help growing organizations select, implement, integrate, and optimize the systems they run on — from HRIS platforms to full IT strategy.

Technology Needs Assessment

A comprehensive audit of your current technology stack — identifying gaps, redundancies, cost inefficiencies, and integration failures. Delivered as a scored report with a prioritized technology roadmap.

  • Stack audit
  • Vendor analysis
  • Gap assessment
  • Integration map
  • Technology roadmap
Assessment

HR Technology Consulting

Platform selection, implementation planning, and ongoing optimization for HR technology. Deep experience across Paychex, ADP, Workday, UKG, Paylocity, Paycor, and Greenhouse.

  • RFP support
  • Vendor evaluation
  • Implementation planning
  • Configuration oversight
  • User training
Project | Implementation

HRIS Implementation & Migration

End-to-end HRIS builds, data migrations, workflow configuration, and team training. We manage the full implementation lifecycle so your team doesn't have to.

  • Project management
  • Data migration
  • Workflow build
  • Testing
  • Go-live support
  • Admin training
Implementation

IT Advisory & Systems Roadmapping

Technology strategy and systems planning for small and growing organizations. Platform selection, vendor evaluation, build-vs-buy decisions, and a clear technology roadmap aligned to your business goals.

  • Technology strategy
  • Vendor assessment
  • Roadmap development
  • Budget planning
  • Systems architecture
Project | Retainer

Systems Integration & Optimization

Connect your existing tools, eliminate broken workflows, and build scalable system architecture. Stop paying for redundant software and start running on integrated systems.

  • Integration mapping
  • API/connector strategy
  • Workflow automation
  • System rationalization
  • Optimization
Project | Implementation

Technology Training & Adoption

End-user training, administrator enablement, and change management for technology rollouts. Ensure your team actually uses what you've invested in.

  • Training curriculum
  • Admin enablement
  • User guides
  • Adoption tracking
  • Change support
Training
Practice Area 04

Marketing & Online Presence

Your digital storefront and marketing engine. We build, host, and optimize the online presence that drives your growth — from web design to marketing strategy and performance analytics.

Web Design & Development

Custom websites built for performance, conversion, and scalability. Design, development, and launch — tailored to your brand and business goals.

  • Custom design
  • Responsive development
  • Conversion optimization
  • SEO foundation
  • Launch & testing

Featured: Truly Pediatric Home Care Case Study →

Project

Web Hosting & Migration

Reliable hosting solutions and seamless site migrations. Move your site without downtime, or set up new hosting optimized for speed and security.

  • Hosting setup
  • Site migration
  • DNS & domain management
  • Performance optimization
  • Security configuration
Implementation

Marketing Strategy & Positioning

Strategic marketing planning and brand positioning. Define your market position, identify your audience, and build the strategy that drives qualified leads.

  • Market research
  • Brand positioning
  • Audience definition
  • Campaign strategy
  • Channel planning
Project | Retainer

SEO & Content Strategy

Search engine optimization and content planning that drives organic growth. Technical SEO, content strategy, and ongoing optimization.

  • Technical SEO audit
  • Keyword research
  • Content strategy
  • On-page optimization
  • Performance tracking
Retainer | Project

Brand Identity & Design

Complete brand identity systems — logos, color palettes, typography, and brand guidelines that communicate who you are and what you stand for.

  • Logo design
  • Brand guidelines
  • Visual identity
  • Style tile creation
  • Brand asset library

Featured: Truly Pediatric Home Care Case Study →

Project

Social Media & Digital Marketing

Social media strategy, content creation, and paid campaign management. Build your audience and engage them with consistent, high-quality content.

  • Social strategy
  • Content creation
  • Paid campaigns
  • Community management
  • Performance reporting
Retainer

Marketing Automation

Marketing automation setup and workflow design. Connect your CRM, email marketing, and lead generation tools into a cohesive system.

  • Automation strategy
  • Workflow setup
  • CRM integration
  • Lead nurturing
  • Performance analytics
Implementation | Retainer

Analytics & Performance

Marketing analytics setup and performance tracking. Know what's working, what's not, and where to invest your marketing budget.

  • Analytics setup
  • KPI definition
  • Dashboard creation
  • Monthly reporting
  • Optimization roadmap
Retainer | Project

How we work with you.

Every service maps to the engagement model that fits your business.

Ongoing Retainer

Embedded advisory on a monthly basis. We function as part of your leadership team.

Typical duration: 3–12+ months

Fractional Leadership

A defined senior leadership role on a part-time basis. Real authority, real accountability.

Typical duration: 6–12+ months

Project-Based

A defined scope, deliverable, and timeline. Clear start, clear finish, clear outcome.

Typical duration: 4–12 weeks

Assessment & Audit

A diagnostic engagement with a scored report and prioritized recommendations.

Typical duration: 2–4 weeks

Training & Workshop

Facilitated sessions for teams, managers, or leadership groups.

Typical duration: 1 day to 4 weeks

Implementation

Technology build, configuration, migration, and launch with full project management.

Typical duration: 6–16 weeks

Transparent pricing. No surprises.

We work on a base retainer plus per-employee-per-month model — so you always know what you're paying and what you're getting. Every engagement is scoped to fit your business, not a generic package. Project and assessment engagements are fixed-fee, quoted before work begins.

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