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Services

fRACTIONAL
Fractional CFO Work

  • Fractional CFO-level expertise for clients’ monthly financial reviews and forward-looking strategy discussions when the company’s budget cannot accommodate a full-time CFO.

  • Partner with Owners on financial planning and reporting, including but not limited to:

    • Overseeing clients' budgeting processes and month-/year-end closing

    • Preparing financial statements and external reports

    • Managing cash flow and cash forecasting

    • Maintaining relationships with lending institutions, auditing/tax partners, and financial community

    • Manage the teams responsible for delivering services such as finance personnel (Controller & Accountants) and human resources personnel (HR, Payroll and Benefits Leads).  

    • Ensure quality and consistency by reviewing the team’s work products for accuracy, completeness, and adherence to company procedures

Report building
Fractional CHRO Work

  • Fractional CHRO-level strategic leadership for client’s organization that guides the development and execution of HR strategies

  • Partner with Owners and Leaders to minimize risk through compliance measures related to employment law and regulatory compliance.

  • Ensure staffing needs are satisfied to meet business needs

  • Day to Day HR Support

  • Employee Relations

  • Performance Management

  • Leadership Support

  • HR Operations

  • Reporting

  • Employee Total Rewards Assessment (Compensation, Benefits and Wellbeing)

  • DEI Program Development, Implementation and  Management

  • Harassment Prevention Training

  • Training and Development (Employee Education)

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Integration
HR, Accounting and Financial Project Work and Report Building

  • Full time, temporary or project support for and HR, Accounting or Finance function

    • Develop financial models to forecast clients' growth.

    • Develop and implement a reporting scorecard across key business processes and functions.

    • Advanced Excel competency: pivot tables and advanced formulas.

    • Financial Audits

    • Month/Quarter End Close

    • Customized Training (Leadership Development, Team Development, Specific Skill Development)

    • Culture Transformation

    • Harassment Training

    • Employee Handbooks

    • Onboarding and Exit

    • Change Management / Organizational Restructuring

    • Employee Benefit Audit

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Financial
HR and Financial Integration Assistance for Acquisitions

  • Support clients in business development negotiations (Metrics, Reporting, Forecasting).

  • Creating integration project workplans and holding teams accountable to deadlines.

  • Serving as the interface between clients and acquired entities by leading regular integration team meetings

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Employee benefit
Total Rewards Benefit Audit

  • Reconcile provider invoices with HRIS system and payroll to ensure enrollments and premiums are accurate and that employees are paying the correct amount through payroll deductions.

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Report Building and Enhancements

  • Develop financial models to forecast clients' growth.

  • Develop and implement a reporting scorecard across key business processes and functions.

  • Advanced Excel competency: pivot tables and advanced formulas.

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Financial- and Payroll-System Analysis and Conversion Oversight

  • Successfully implemented accounting software and ERP solutions:

    • QuickBooks to NetSuite

    • QuickBooks to Intacct

  • Executed payroll system transitions:

    • Paychex to Paylocity

    • Included full automation of onboarding and benefit enrollment processes

  • Experience working with QuickBooks Online for multiple clients.

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Comprehensive Leave of Absence Program Solutions

  • Complete development and management of employee leaves of absence programs

  • Compliance with company policies as well as federal, state and local legal requirements

  • Employee and Manager communication plans

  • Comprehensive record keeping and reporting

  • Serve and point of contact for employees, managers, executive leadership and all vendors/stakeholders

  • Vendor vetting for optimal balance of ancillary benefit coverage

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Exec Search Recruitment
Executive Search, Recruitment and Role/Coverage Support

  • Recruitment of quality staff

    • Job Ad Development​

    • Candidate Screening

    • Interview Management

    • Offer Letters

    • Professional Reference Checks

    • Background Checks

Interview
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