The HR Pulse Check (Compliance & Infrastructure Audit)
A deep-dive diagnostic review of historical employee files, I-9 compliance, past payroll tax records, and state labor laws to deliver a prioritized compliance roadmap.
The "Day One" Onboarding & Post-Setup SOP Kit
Rapidly configure a new hire's immediate onboarding framework during hiring crises, including templates, compliance checklists, and a customized Management SOP (Standard Operating Procedure) detailing exactly how leadership should manage the onboarding process independently.
System Migration & Tech Modernization
Seamlessly moving a company from manual spreadsheets or an outdated platform onto a modern, integrated payroll/HR system (configuring profiles, migrating historical tax data, linking state accounts, and auditing parallel runs).
Benefits Sourcing & Launch
Sourcing, designing, and launching a brand-new employee benefits package alongside commercial insurance brokers. Includes building backend system rules, managing company-wide open enrollment, and completing a full payroll implementation.
Policy & Procedure Creation
Developing highly customized operational policies or administrative workflows to address specific regulatory shifts or specialized industry needs.
The Recruiting & Retention Roadmap
A high-impact project designed to help business owners attract top talent and keep their best people from leaving through strategy creation, asset building, and active deployment.
The Culture-First Employee Handbook
A highly collaborative organizational document drafted alongside leadership to ensure policies protect the company legally while perfectly mirroring its real-world behavioral values and team ethics.
🛠️ The “To-Do List” Completion Tool
This is designed to help you with any other HR-related business needs not covered above. Those one-off situations are always tough for small business owners and throw them for a curveball. We will do the research, create a digitized record-keeping system that works for you, get bids, make those daunting phone calls, sit in on software demos, and much more. This structural assistance will be invoiced upon project completion.
♾️ Unlimited Management Advisory Support: Unlimited, ongoing advisory care for business owners and frontline supervisors. Leaders have an open, restriction-free line to script, role-play, or strategize through challenging behavioral problems, leadership shifts, boundary setting, and performance tracking before taking action.
🏛️ Organizational Design & Culture Support: Strategic consulting aimed at strengthening your business's structural alignment and core team dynamics. We analyze how your roles, reporting lines, and workflow dependencies interact to eliminate operational bottlenecks and protect workplace culture during periods of growth or transition.
🔍 Organizational Blind Spot Identification: Acting as an objective, expert third party to systematically uncover and diagnose hidden systemic issues within your business—such as communication breakdowns, misaligned team incentives, process vulnerabilities, or brewing cultural friction—before they escalate into expensive turnover or operational crises.
📞 Dedicated Employee Relations Hotline / Conflict Sandbox: Serving as a neutral, safe, objective third party where employees can air out frustrations and resolve peer-to-peer misunderstandings constructively before they escalate into resignations or grievances.
*Employees have the option to call, text, or email.
🔄 Post-Friction Team Debriefs: Facilitating structured, restorative team resets after stressful organizational periods or big shifts to clear the air, restore trust, and prevent lingering resentment.
*Included in all active contracts except the Weekly subscriptions
Payroll Administration: Running recurring payroll cycles, tracking accurate deductions, and overseeing payroll system tax tracking compliance.
Time-Card Oversight & Leave Tracking: Reconciling hourly time-cards, chasing down missed clock-ins before payroll runs, and systematically tracking PTO and sick leave based on company policies.
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Payroll Administration: Running recurring payroll cycles, tracking accurate deductions, and overseeing payroll system tax tracking compliance.
Time-Card Oversight & Leave Tracking: Reconciling hourly time-cards, chasing down missed clock-ins before payroll runs, and systematically tracking PTO and sick leave based on company policies.
Benefits Support: Coordinating directly with the company's existing insurance brokers, managing daily employee benefit questions, processing enrollment paperwork for new hires, and managing life-event changes in various systems and for payroll.
*Eligible for both Weekly Subscription and Monthly Retainer structures
Operational Bookkeeping: Systematically inputting incoming invoices, vendor bills, and payroll data into the client's accounting software (e.g., QuickBooks).
Account & Bank Reconciliation: Performing regular, precision balancing of bank accounts, commercial credit cards, and merchant statements against accounting entries to catch transac
Operational Bookkeeping: Systematically inputting incoming invoices, vendor bills, and payroll data into the client's accounting software (e.g., QuickBooks).
Account & Bank Reconciliation: Performing regular, precision balancing of bank accounts, commercial credit cards, and merchant statements against accounting entries to catch transactional anomalies and verify financial accuracy.
P&L Accuracy: Ensuring that Profit and Loss statements accurately reflect real-time operational costs, keeping financial records afor their accountant or CPA.
*Eligible for both Weekly Subscription and Monthly Retainer structures.
Lifecycle & Onboarding Logistics: Setting up system profiles for new hires, triggering background checks, managing system offboarding for departing staff, and handling mandatory state termination paperwork.
Orientation Delivery: Conducts comprehensive, high-touch in-person or virtual employee orientations and dedicated benefits orientatio
Lifecycle & Onboarding Logistics: Setting up system profiles for new hires, triggering background checks, managing system offboarding for departing staff, and handling mandatory state termination paperwork.
Orientation Delivery: Conducts comprehensive, high-touch in-person or virtual employee orientations and dedicated benefits orientations for all incoming new hires to ensure a seamless "Day One" and onboarding experience.
🚗 Travel Coverage: On-site travel expenses and mileage are covered completely at no extra charge exclusively when actively conducting these new hire or benefits orientations.
Performance Cycle & Review Management: Tracking internal employee review schedules, evaluation feedback compilation, and milestones.
Analytical Employment Data & Reporting: Providing high-level executive summaries on labor spending, turnover rates, head-count trends, and departmental cost allocations.
Active Wage & Compensation Benchmarking: Providing national and local Dane County market data to ensure the business's compensation structures remain competitive for hiring and retention.
Continuous Compliance & Digital Auditing: Ensuring every employee file stays up to date (I-9s, tax forms, signed handbooks). Monitoring and maintaining active compliance profiles with state agencies (unemployment insurance, workers' comp registration).
⚠️ Data Delivery Disclosure: Due to the detailed forensic auditing, software parameter calculation, and market calibration required, all labor analytics, data summaries, and workforce reports require a strict one (1) week processing and delivery lead time from the close of the reporting cycle or date of official request.
*Analytical reports will be initiated after an initial three-month data-accumulation runway, and delivered thereafter on a consistent quarterly basis.
*Support Block 3 is exclusively available under the Monthly Retainer structure and cannot be packaged as a weekly option.