Business Assessments
One size does not fit all. My business assessments begin with a discovery process that allows me to learn about your business and unique circumstances. Once I have insight into your general operations, finance, legal, and HR practices, I’ll create a customized roadmap of your business’ most pressing operational needs, and we’ll meet to game plan your next steps.
My comprehensive assessment will also include valuable but less urgent suggestions for minimizing risk and inefficiencies that can be implemented over time.
Simple
$750
For sole proprietors or single member LLCs with relatively simple operations.
Approximately 2-3 discovery interviews.
Average
$1000 to $1500
For startups that need foundational guidance or small business with fewer than 10 employees.
Approximately 3-5 discovery interviews.
Complex
$2000 and up
For small- to medium-sized companies with moderately complex operations in which discovery is taking place with both the client’s staff and third parties (e.g. accountant, legal counsel).
Ready to get started or not sure what category you fall into?
Micro Audits
My services are generally most effective when I’m able to conduct a holistic discovery process for a complete business assessment. However, I understand that some businesses have highly targeted needs. If this is you, please contact me and we’ll determine how I can help. These engagements start at $300.
Areas of Experience
I’ve grouped these into rough categories, but in practice many of these overlap with other areas.
Legal
- Organizational Structures: Sole Proprietors, LLCs, PLLCs, S-corps, C-corps, 501(c)(3) Nonprofits
- Business Insurance: General Liability, Umbrella, Errors & Omissions, Directors & Officers, Workers Comp, etc.
- Risk Mitigation
- Cap Tables
- Employee Stock Options
- Carta
- Contract Management
Financial
- Financial Planning and Analysis (FP&A)
- Forecasting
- Accounting & Bookkeeping Audits (including chart of account reviews)
- Accounts Receivable (AR)
- Accounts Payable (AP)
- Business Banking
- Business Loans
- Payment Gateways
- Customer Billing
- Employee Expense Reporting & Reimbursements
- Employee Company Cards
- 409(A) Valuations
- Research & Development Tax Credit
- Tax Amendments
- Budget Proposals
- Business Cases for Large Investments
Administrative
- Knowledge Management
- File Organizations
- Vendors Relations
- Software & Tools (project management, communications, HR, etc.)
- Company Policies & Processes
- Leadership Coaching
- Goal Setting
- Compensation Database Surveys
- Predictive Index
- Remote and Hybrid Work Cultures
- Virtual and Physical Office Set Up
- Decision Matrix
Security
- Best Security Practices (e.g. principle of least privilege, multifactor auth etc.)
- Access Control Reviews
- SOC 2 Certification
- Implementing Dual Controls
- Security Training and Compliance Documentations
Human Resources
- Payroll
- HR Benefits
- Fringe Benefits
- 401(k) Plan Set Up & Maintenance (including compliance testing and Form 5500)
- Profit Shares
- Employee Policies include Time Off, Parental Leave, Code of Conduct
- Hiring
- International Hiring
- State and Federal Employment Compliance
- Employee Onboarding/Offboarding
- Contractor Onboarding/Offboarding