Our Solutions.

Our solutions solve issues by communicating clearly, taking full responsibility, and being transparent about pricing.

Unlike Complicated BIG FIRM solutions with questionable ROI and opaque billing that DOESn’t seem to end…

our goal is to work OURSELVES OUT OF A JOB.

EXPLORE: Business | TECHNOLOGY | FINANCE

BUSINESS.

  • corporate wellness

    Corporate Wellness

    Our Wellness(X) solutions address the physical, mental, and career health of your employees. We measure employee sentiment against company culture objectives regarding work life balance, emotional and physical health. We then define a blueprint for a wellness program that utilizes your wellness allowances to reduce insurance premiums and boost productivity while reducing burn out induced attrition.

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  • Social Selling

    Social Selling

    Our Social Selling solutions train sales professionals at the individual and team levels to generate personal and intentional LinkedIn content to drive prospects to connection to engagement to conversation to proposal.

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  • Team Performance Accelerator

    Our Team Performance Accelerator solutions address the challenges that arise when highly talented management teams encounter different leadership styles, communication preferences, and incentives for success. We define a team performance model that converts understanding, respect and communication into high performance execution.

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  • Internal Communications

    Internal Communications

    Our Internal Communications solutions address your company’s need for informing, influencing, motivating, and engaging people at all levels of the company through one-way and two-way channels. We define a blueprint that defines the formats of how information is shared up and down communication channels, as well as laterally, in order to achieve the organization's goals.

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  • Government Affairs

    Our Government Affairs solutions address a company’s public policy strategy, legislative risks, and public positioning. We then define a blueprint for a communications plan for internal leadership and external stakeholders providing regular legislative and regulatory updates to both audiences. Additionally we will setup the infrastructure to influence local, state and federal legislative activities with senior leadership team, current contract lobby team, and board members to advance the legislation, policies and regulations to ensure success of your business.

INFORMATION TECHNOLOGY.

  • IT Security Audit

    IT SECURITY FRAMEWORK

    Our IT Security solutions address current user account, device, and application usage & compares that against ISO-27001 and SOC Type 2 standards. We define a blueprint to implement baseline security controls that establish compliance (SOX, PCI DSS, GDPR, and CPPA) and ransomware prevention while not impeding business growth.

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  • AI Assessment

    ARTIFICIAL INTELLIGENCE ADOPTION

    Our AI Adoption solutions address where your business can use AI and how to integrate AI technologies into existing processes and technology stacks. We define a blueprint for a cloud architecture that uses your data to provide a variety of AI enabled capabilitites like sentiment analysis, propensity, churn and fraud that can then be integrated into your application and reporting infrastructure.

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  • IT OPERATIONS & PROCUREMENT

    Our IT Operations solutions address siloed processes, disparate tools, and current vendors to identify incompatibilities and inefficiencies hampering business growth. We define a blueprints that standardize processes, tools and adoption to streamline the delivery of technology to internal and external customers.

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  • CLOUD MODERINIZATION

    Our Cloud Modernization solutions address legacy application architectures and compare against future business goals to identify the right technology platforms and investment. We define a technical blueprint to deploy net new applications or migrate old ones to on prem, cloud, or hybrid infrastructures.

  • Business Continuity and Disaster Recovery

    BUSINESS CONTINUITY

    Our Business Continuity solutions address your business needs to implement a realistic and sustainable disaster recovery plan. We define a blueprint that aligns technology, automation and process to ensure corporate Recovery Time Objectives (“RTO”) and Recovery Point Objectives (“RPO”) are achievable in times of crisis.

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FINANCE.

  • CORE ACCOUNTING

    Our Core Bookkeeping solutions define and implement best practices for payroll, AP, AR, bank reconciliation, month end, and tax matters. We define a blueprint for a financial model that has proper governance & controls to accurately and in real time, provide the financial visibility your business needs to act on strategic goals.

  • MERGERS AND ACQUISITIONS

    Our M&A solutions address both the buy and sell side of a business acquisition transaction. On the buy side, we advise on financial & tax due diligence, tax & entity advisory, and post close finance and tax matters. On the sell side, we advise on exit terms, exit ready financials, and post sale tax matters. We define blueprints for both the buy or sell side that maximizes incentives and provides the most favorable exchange of value for all parties.

  • FORENSIC ACCOUNTING

    Our forensic accounting solutions provide expert consulting on complex financial fraud and litigation, including commercial and domestic disputes, insurance investigations & claims, economic damage calculations, and more. We define a blueprint for document discovery, processing, analysis, and reporting whether written or in court.