Business advisory and development

• Business concept assessments
• Feasibility studies
• Business model development
• Business plan development
• Startup budgets
• Revenue projections and break-even analysis
• Market demand and competitor research
• Service area and geographic analysis
• Target customer identification
• Pricing strategy
• Organizational structure planning
• Staffing projections
• Equipment and technology planning
• Vendor research and selection
• Implementation schedules
• Launch readiness assessment
• Growth and expansion strategy
• New location planning
• Practice and business acquisition assessment
• Post-acquisition integration planning
• Due diligence support
• Exit strategy preparation
• Grant and procurement research
• Proposals, RFP responses, and capability materials
• Contract and grant readiness assessment
• Bid/no-bid decision support

Organizational and workforce

• Organizational assessment
• Organizational design and reporting lines
• Workforce planning
• Staffing assessments
• Job descriptions and role definition
• Accountability structures
• Onboarding programs
• Performance management structures
• Staff development planning
• Internal versus outsourced staffing analysis
• Workflow mapping and redesign
• Standard operating procedures
• Productivity measures
• Performance improvement plans
• Project management structures
• Change management support
• Business continuity planning
• Policy and procedure development
• Supply chain and inventory workflows
• Purchasing and vendor management
• Contract performance tracking

Governance and board support

• Board orientation and education
• Financial literacy for trustees
• Board dashboards
• KPI selection
• Committee structures
• Board calendars and agendas
• Decision memoranda
• Risk registers
• Policy inventories
• Management accountability structures
• Corrective action monitoring
• Financial performance reviews
• Budget presentations
• Executive reporting templates
• Governance documentation
• Board retreat facilitation
• Stakeholder communication plans

Financial management and CFO advisory

• Fractional CFO advisory
• Budgets and forecasts
• Cash flow planning and 13-week forecasting
• Financial statements and management reporting
• Monthly reporting with written commentary
• Profitability by product, location, and service line
• Pricing and margin analysis
• Break-even analysis
• Working capital analysis
• Capital purchase modeling
• Debt and financing scenario analysis
• Owner distribution planning support
• Financial turnaround planning
• Expansion modeling
• Executive and board dashboards
• Lender and investor reporting
• Decision briefs
• Internal financial controls
• Month-end close improvement
• Bookkeeping
• Chart of accounts development
• Bank and credit card reconciliation
• Accounts payable and receivable
• Vendor statement reconciliation
• General ledger cleanup
• Payroll coordination
• Sales tax process support
• Separation of duties assessment
• Cash handling controls

Tax preparation and filing

• Form 1040 and all schedules
• Amended returns
• Prior-year returns
• Extensions
• Estimated payment vouchers
• State returns in 35 jurisdictions
• Local and municipal returns
• Partnership returns
• S corporation returns
• C corporation returns
• Schedules K-1
• Nonprofit 990, 990-EZ, and 990-N
• Payroll returns 941 and 940
• W-2 and W-3
• 1099 series
• 1098 series
• 5498 series
• W-2G
• 1042-S
• Corrected information returns
• Franchise and gross receipts filings
• Financial record review when bank statements are provided
• Tax document organization
• Tax return reconstruction

Compliance and readiness support

• Operational compliance assessment
• Licensing and accreditation readiness
• Requirement research and checklists
• Policy and procedure organization
• Document control systems
• Evidence file preparation
• Mock administrative reviews
• Corrective action tracking
• Responsibility matrices
• Survey calendar development
• Audit preparation coordination
• Compliance dashboards
• Internal control assessment
• Training coordination

Technology and digital systems

• Technology strategy and system selection
• Business requirements definition
• Workflow to technology mapping
• Business websites
• Client portals
• Digital intake systems and forms
• Appointment and consultation request systems
• Secure document workflows
• Payment integrations
• Financial dashboards
• Credentialing and enrollment trackers
• Denial and rejection trackers
• Referral management workflows
• CRM requirements
• Database planning
• User role design
• Administrative automation
• Vendor and platform evaluation
• Base44 applications
• Next.js and React development
• GitHub project organization
• Vercel deployment
• Testing and implementation support

Marketing, growth, and research

• Marketing strategy
• Customer growth planning
• Referral partner and referral network development
• Service line positioning
• Local search and SEO strategy
• Website conversion strategy
• Content strategy
• Community partnership development
• Reputation management planning
• Email marketing
• Growth dashboards
• Market and demand research
• Competitor analysis
• Geographic opportunity studies
• Customer personas
• Service gap assessment
• Market feasibility studies

Training and development

• Business owner training
• Management and leadership development
• Financial management training
• Board and executive education
• Staff training programs
• Curriculum development
• Workbooks and learning resources
• Workshops and structured courses
• Coaching and mentoring
• Personal development and career transition support
• Accountability structures

Government contracting

• SAM.gov registration support
• Capability statement development
• NAICS positioning
• Bid and proposal preparation
• Grant readiness assessment
• Funding opportunity research
• Past performance documentation
• Procurement research