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"Risk Mitigation" is how you control  the risks of each area of your business to ensure it can properly grow.

Operations is the backbone of your firm, from how you organize your files to your disaster recovery program.

"Technology"  includes computers, mobile devices, modems, routers, printers, scanners, programs and passwords.  You should have a list of all your technology, including serial numbers and maintenance agreements.

"Human Resources" means all things people related.  It includes knowing the rules of engagement when  working with employees or independent contractors.

Depending on the type of business you have, you are accountable to different regulatory agencies. Abiding by those rules is called "Compliance".

"Finance" includes your budget, your income, your cash flow, your expenses and your performance numbers.

From contracts for vendors, clients and employees alike, to disclaimers and copyrights, "Legal" protects you, your business and your clients.

"Marketing" communicates what you and your business do.  It needs to be clear and consistent.  Materials need to ensure that they include any necessary disclaimers.

"Marketing" communicates what you and your business do.  It needs to be clear and consistent.  Materials need to ensure that they contain any necessary disclaimers.  "Sales" is the result of successful marketing!

"Security" involves how you keep information safe, including your clients' and is both physical and virtual.

How we help...

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Through an in-dept, live interview, we assess the 8 key areas of your business, giving you a written, prioritized checklist of what can make your business more professional and scalable




Via Zoom, we guide you through our proprietary Roadmap checklist, helping you complete specific projects including, if desired, acting as your virtual Chief Operating Officer



Our self-paced courses teach you how to scale your business and position yourself for success.  A self-paced online version of the Roadmap is one of the courses available.

How have you been spending your time lately?

Instead, consider improving your internal operations.


Clients want to know that you're properly prepared to be there for them for the long haul.


Let's discuss your business and how we can help get you ready for prime time; before, during and after COVID-19.

Let's take advantage of the time you have right now...

To schedule a free, 15 minute consultation, and get a free copy of the Small Business Checklist to help you grow your business,  click on the

"SCHEDULE A CALL" button below.

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