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OPTIMIZE. TRANSFORM. SCALE. 

WHAT WE DO

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Executive Assistance

We are skilled at managing high-level tasks that empower your leadership team to focus on strategic decision-making

 

  • Calendar and schedule management 

  • Travel and logistics coordination 

  • Communications and Meeting Agendas 

  • Document Preparation and Filing 

  • Booking and accounting services 

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Process and Operations Optimization

  • Identify inefficiencies, removing bottlenecks, and implement lean workflows that deliver results

  • Performance Analytics to helpmake decisions with confidence

  • Turn your operational data into actionable insights. 

  • Change Management - support your teams with the tools and training they need to adopt and sustain operational improvements. 

  • Risk Management and mitigation 

  • KPI's, OKR's and delivery targets 

Notebook

Project Management

  • Project planning and strategy  

  • Resource allocation and management 

  • Timeline and Milestone tracking 

  • Stakeholder communication 

  • Post-project evaluation 

  • KPI's, OKR's and delivery targets 

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Bookkeeping

  • Recording Financial Transactions

  • Managing Accounts

  • Accounts Receivable and payable

  • Reconciling Bank Accounts: Matching records with bank statements

  • Payroll Management

  • Maintaining Financial Records

  • Organizing receipts and supporting documents

  • Generating Financial Reports and Statements

  • Budgeting and Forecasting Support

  • Monitoring spending vs. budget

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Compliance

  • Regulatory compliance assessments 

  • Policy and Procedure Development 

  • Mitigate risk and prevent costly violations 

  • Industry specific local, City, County, State, Federal and International corporate compliance 

  • Audit preparation and response 

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Human Resources

  • Talent acquisition 

  • Employee development – relations and engagement, performance management  

  • Payroll, compensation and benefits management 

  • HR compliance and legal requirements 

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CONTACT US

‪(805) 229-1778‬

We'll be in touch soon!

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