Strategic Advisory & Managed Services
We provide high-level financial, HR, and operational advisory services designed to strengthen organizational infrastructure, improve efficiency, and support sustainable growth.
Our managed services model ensures you have the strategic oversight, systems, and execution your organization needs — without the cost of a full in-house team.
Fractional CFO Services
Strategic financial leadership and structure to support growth:
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Cash Flow Management & Financial Oversight
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Budgeting, Forecasting & Financial Planning
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Profitability Analysis & Strategic Recommendations
Strategic Project Management
End-to-end support for system integrations and operational improvements:
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Systems Mapping & Workflow Design
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Implementation Project Management
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Automation & Process Optimization
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Change Management, Training & Documentation
Office Hours / Retainer Support
Strategic Advisory & Executive Support
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1:1 consultations with Fractional CFO & HR leaders
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Retainer packages for ongoing operational, HR, and finance support
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Executive-level guidance for key decisions and growth planning
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Monthly or quarterly strategy check-ins & performance reviews
Project-Based Services
Strategic Project Management & Systems Implementation
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HRIS, Payroll, and Finance System Implementations (UKG, ADP, Paylocity, Rippling, QBO, etc.)
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Process improvement & workflow redesign projects
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Finance, HR, and compliance project support
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Technology and operational system rollouts
Fractional HR & People Operations
Modern HR systems and processes built for accuracy, compliance, and efficiency:
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Payroll Administration & Audit Cleanup
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HRIS Implementation (UKG, ADP, Paylocity, Rippling)
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SOP & Policy Development
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Compliance Oversight & Employee Data Management
Business Strategy & Operations Support
Tools and structure to help leaders operate with clarity:
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Organizational Assessments
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Strategic Planning
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Operations & Infrastructure Buildout
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Leadership Support & Process Development
Analytics & Reporting
Data-Driven Insights for Confident Decision-Making
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Financial dashboards & executive reporting
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Workforce, HR, and operational performance analytics
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Data reconciliation & compliance metrics
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Monthly/quarterly KPI reviews & trend analysis
More Services
Organizational Development & Executive
Support
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Leadership & team development training
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Operational & financial strategy workshops
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Board + executive coaching (finance, operations, HR)
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Compliance, policy, and risk-management frameworks
What Our Clients Are Say?
