Contact Us For a Free Consultation
Many Managing Partners are beginning to realize that running the day-to-day operations of the firm is taking them away from valuable revenue generating hours. However, they have no one on staff with enough experience to delegate these highly complex or highly confidential responsibilities to. Building infrastructure, leadership coaching, creating policies, streamlining procedures, and managing the company finances (expense analysis, vendor negotiations, budgeting, bill pay review, billing procedures, client realization analysis, etc.) are just some of the areas in which I can expertly assist. I offer 20+ years of knowledge and experience specific to managing Business Management/CPA firms ranging from 20 to 100+ employees. With over 10 years serving as an Administrative Partner, I can provide you with the high-level, trusted relief you need so you can get back to what you are passionate about....helping your clients and growing your business!
The resounding message I hear from business owners is that dealing with employees is the most challenging part of managing the business. But only the large firms can justify the cost of a highly experienced full-time HR Director. I bring over 25 years of experience in managing and leading people in a variety of industries and settings (especially younger generations...Millennials are no longer the young generation, Gen Z is now entering the work force)! I also have a strong base-knowledge of the vast, complex, ever-changing landscape of California employment law. Compliance, Employee Handbooks, Payroll Review, Performance Evaluations, Compensation and Benefits Review, HRIS systems, Hiring/onboarding, Terminations/offboarding are a few of the services I provide on either a project-related or weekly/monthly recurring basis.
When you find yourself approaching the end of your Office Lease and you don't have time to deal with the renewal, or perhaps you're out of space or simply wish to relocate, I can help with lease negotiations, office space searches, design/build-out of new office space, and the dreaded office move! Are you having E&O or EPLi Insurance Policy renewal nightmares? I can help with that as well. Cyber security issues? Other I.T. needs? I collaborate with the best of the best industry leaders to provide you with a comprehensive team of experts making sure all your needs are met.