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Services
Fractional CFO Work
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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.
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Partner with Owners on financial planning and reporting, including but not limited to:
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Overseeing clients' budgeting processes and month-/year-end closing
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Preparing financial statements and external reports
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Managing cash flow and cash forecasting
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Maintaining relationships with lending institutions, auditing/tax partners, and financial community
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Manage the teams responsible for delivering services such as finance personnel (Controller & Accountants) and human resources personnel (HR, Payroll and Benefits Leads).
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Ensure quality and consistency by reviewing the team’s work products for accuracy, completeness, and adherence to company procedures
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Fractional CHRO Work
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Fractional CHRO-level strategic leadership for client’s organization that guides the development and execution of HR strategies
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Partner with Owners and Leaders to minimize risk through compliance measures related to employment law and regulatory compliance.
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Ensure staffing needs are satisfied to meet business needs
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Day to Day HR Support
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Employee Relations
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Performance Management
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Leadership Support
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HR Operations
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Reporting
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Employee Total Rewards Assessment (Compensation, Benefits and Wellbeing)
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DEI Program Development, Implementation and Management
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Harassment Prevention Training
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Training and Development (Employee Education)
![AdobeStock_304985198_edited.png](https://static.wixstatic.com/media/c498e8_7db54cee865e4fd8ad37f70d28498656~mv2.png/v1/fill/w_487,h_325,al_c,q_85,usm_0.66_1.00_0.01,enc_auto/AdobeStock_304985198_edited.png)
HR, Accounting and Financial Project Work and Report Building
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Full time, temporary or project support for and HR, Accounting or Finance function
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Develop financial models to forecast clients' growth.
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Develop and implement a reporting scorecard across key business processes and functions.
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Advanced Excel competency: pivot tables and advanced formulas.
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Financial Audits
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Month/Quarter End Close
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Customized Training (Leadership Development, Team Development, Specific Skill Development)
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Culture Transformation
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Harassment Training
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Employee Handbooks
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Onboarding and Exit
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Change Management / Organizational Restructuring
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Employee Benefit Audit
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HR and Financial Integration Assistance for Acquisitions
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Support clients in business development negotiations (Metrics, Reporting, Forecasting).
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Creating integration project workplans and holding teams accountable to deadlines.
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Serving as the interface between clients and acquired entities by leading regular integration team meetings
![AdobeStock_221437376.jpeg](https://static.wixstatic.com/media/7ea6db_d1abdd8e36744f8bbf26598f7a250d83~mv2.jpeg/v1/fill/w_482,h_322,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/AdobeStock_221437376.jpeg)
Total Rewards Benefit Audit
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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.
![AdobeStock_109714660.jpeg](https://static.wixstatic.com/media/7ea6db_60498ed01cbd481fbe1d298261b297ef~mv2.jpeg/v1/fill/w_482,h_321,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/AdobeStock_109714660.jpeg)
Report Building and Enhancements
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Develop financial models to forecast clients' growth.
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Develop and implement a reporting scorecard across key business processes and functions.
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Advanced Excel competency: pivot tables and advanced formulas.
![AdobeStock_304985198.jpeg](https://static.wixstatic.com/media/7ea6db_8d201fc8ae0546e8838cabf8deda0ba7~mv2.jpeg/v1/fill/w_482,h_322,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/AdobeStock_304985198.jpeg)
Financial- and Payroll-System Analysis and Conversion Oversight
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Successfully implemented accounting software and ERP solutions:
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QuickBooks to NetSuite
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QuickBooks to Intacct
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Executed payroll system transitions:
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Paychex to Paylocity
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Included full automation of onboarding and benefit enrollment processes
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Experience working with QuickBooks Online for multiple clients.
![A couple at a business meeting](https://static.wixstatic.com/media/11062b_024d88fe90394b0b91fc03a468114df5~mv2.jpeg/v1/fill/w_482,h_321,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/A%20couple%20at%20a%20business%20meeting.jpeg)
Comprehensive Leave of Absence Program Solutions
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Complete development and management of employee leaves of absence programs
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Compliance with company policies as well as federal, state and local legal requirements
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Employee and Manager communication plans
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Comprehensive record keeping and reporting
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Serve and point of contact for employees, managers, executive leadership and all vendors/stakeholders
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Vendor vetting for optimal balance of ancillary benefit coverage
Executive Search, Recruitment and Role/Coverage Support
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Recruitment of quality staff
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Job Ad Development​
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Candidate Screening
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Interview Management
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Offer Letters
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Professional Reference Checks
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Background Checks
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![Interview](https://static.wixstatic.com/media/11062b_8d76252c90c84036bd3336137408977c~mv2.jpg/v1/fill/w_470,h_328,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/%20Interview.jpg)