Services

Document Review:

May include the following:

Reviewing contracts, financial records, policies, or operational documents to ensure they align with business goals, compliance requirements, and best practices.

*Limited to a single document per open ticket at a time*

Document Editing:

May include the following:

·  Editing contracts, agreements, or policies to ensure clarity and professionalism.

·  Refining financial or operational reports for your presentations.

·  Adjusting marketing or sales materials to align with brand voice and strategy.

·  Ensuring employee handbooks or training guides are clearly written and legally compliant.

*Limited to a single document per open ticket at a time*

Document Development:

May include the following:

·  Business Plans & Proposals – Developing investor-ready business plans or RFP responses.

·  Policies & Procedures – Creating employee handbooks, safety manuals, or compliance policies.

·  Training Materials – Drafting onboarding guides, SOPs (standard operating procedures), and staff training content.

·  Marketing & Sales Collateral – Developing brochures, pitch decks, or service catalogs.

*Limited to a single document per open ticket at a time*

Profit and Loss Analysis:

May include the following:

·  Review of your profit and loss statements.

·  Identification of problem areas (low margins, high fixed costs, etc.).

·  Recommendation of strategies to improve profitability.

·  Compare results to industry benchmarks to show where you stand.

Profit and Loss Development:

May include the following:

• Building your first P&L statements.
• Standardizing financial reporting across multiple locations.
• Preparing financials for presentation to banks, investors, or franchise partners.
• Setting up templates so you can maintain P&Ls going forward.

Cost Analysis:

May include the following:

·  Reviewing all major expense categories.

·  Comparing costs to industry benchmarks.

·  Identifying areas of overspending or inefficiency.

·  Recommending adjustments (e.g., renegotiating supplier contracts, optimizing labor schedules, or reducing unnecessary overhead).

·  Showing you your true cost per product/service to inform pricing strategy.

Cost Controls:

May include the following:

·  Set budgets for labor, supplies, marketing, and overhead.

·  Implement systems to track costs against budgets.

·  Identify overspending trends.

·  Recommend corrective actions (e.g., reducing overtime, adjusting vendor contracts, eliminating non-essential expenses).

·  Train managers to consistently apply cost control practices.

Market Analysis:

May include the following:

·  Collect and interpret industry and competitor data.

·  Define your target customer base and segments.

·  Provide insights on pricing, demand, and positioning.

·  Recommend strategies for market entry, growth, or competitive advantage.

Site Selection:

May include the following:

·  Demographic and traffic studies.

·  Competitor mapping and trade area analysis.

·  Lease vs. purchase cost comparisons.

·  Evaluation of zoning, permits, and compliance.

·  Recommendations for the best site based on data and your goals.

Blueprint Review:

May include the following:

·  Partner with architects, contractors, and engineers to review your plans.

·  Identify compliance or operational issues early.

·  Suggest modifications to improve workflow, safety, or customer experience.

·  Translate technical drawings into clear, business-focused recommendations for you and your investors.

Construction Management:

May include the following:

• Acting as your representative throughout the project.
• Coordinating architects, engineers, contractors, and inspectors.
• Reviewing budgets, schedules, and change orders.
• Providing regular progress updates and ensuring accountability.
• Delivering a project that is safe, compliant, and aligned with the your business objectives.

Supply Chain Optimization:

May include the following:

·  Audit your current supply chain processes.

·  Identify inefficiencies in sourcing, warehousing, or logistics.

·  Recommend and implement technology tools for real-time visibility.

·  Negotiate with suppliers or distributors for cost savings.

·  Design contingency plans for disruptions.

Warehouse Solutions:

May include the following:

·  Designing or redesigning your warehouse layout.

·  Implementing inventory management systems (manual or software-based).

·  Training staff on best practices for picking, packing, and safety.

·  Recommending or sourcing racking, shelving, or automation equipment.

·  Developing strategies to reduce costs while improving speed and accuracy.

*Equipment costs not included in membership pricing*

Inventory Control Solutions:

May include the following:

·  Assess current inventory practices for inefficiencies.

·  Implement inventory tracking systems (manual or software).

·  Develop reorder point and safety stock policies.

·  Train staff in proper receiving, counting, and stock rotation methods.

·  Integrate POS/WMS/ERP systems for seamless data visibility.

·  Create reporting dashboards to help you and any co-owners monitor inventory health.

*Equipment costs not included in membership pricing*

WiFi Integration:

May include the following:

·  Assess your current Wi-Fi setup.

·  Recommend upgrades to routers, access points, or mesh systems.

·  Set up and secure networks for both staff and guests.

·  Integrate POS, tablets, cameras, and other devices into one network.

·  Provide training or ongoing support for network management.

*Equipment costs not included in membership pricing*

BOH – Ticketing Systems:

May include the following:

·  Choose the right software/hardware (kitchen display systems vs. printers).

·  Integrate ticketing with POS, delivery apps, and inventory systems.

·  Train staff on efficient FOH–BOH communication.

·  Analyze reports to improve kitchen efficiency and labor management.

*Equipment costs not included in membership pricing*

Security Systems:

May include the following:

• Assess your current security risks and vulnerabilities.
• Recommend camera, alarm, and access control solutions tailored to your operations.
• Integrate physical and digital security systems (e.g., POS + surveillance + network security).
• Train staff on proper use of security protocols.
• Establish cost-effective monitoring and maintenance plans.

*Equipment costs not included in membership pricing*

Camera Systems:

May include the following:

·  Assessing your security and operational needs.

·  Designing coverage maps (placement for maximum visibility).

·  Recommending the right mix of cameras (indoor/outdoor, wired/wireless, high-resolution).

·  Installing and integrating systems with alarms, POS, or access control.

·  Setting up cloud or on-site storage and remote monitoring.

·  Training staff on how to use and maintain the system.

*Equipment costs not included in membership pricing*

POS Systems Setup & Integration:

May include the following:

·  Recommend the best POS system for your industry (retail, restaurant, service-based).

·  Install and configure hardware and software.

·  Integrate POS with delivery apps, loyalty programs, or third-party platforms.

·  Train staff and managers on proper system use.

·  Provide ongoing technical support and updates.

*Equipment costs not included in membership pricing*

Policy Review:

May include the following:

·  Collect and review all current insurance policies.

·  Summarize coverage in plain language for you.

·  Identify coverage gaps, unnecessary policies, or cost-saving opportunities.

·  Recommend adjustments (e.g., higher limits, adding riders, or shopping carriers).

·  Work with insurance brokers/agents to secure better coverage terms.

Coverage Recommendations:

May include the following:

·  Review all current insurance policies.

·  Identify risks not adequately covered.

·  Provide written recommendations in plain language (e.g., “We recommend adding Employment Practices Liability to protect against HR-related claims”).

·  Work with brokers/agents (if needed) to help you secure better or more tailored policies.

Claims Guidance:

May include the following:

·  Act as an advisor (not insurer) during the claims process.

·  Explain coverage and requirements in plain language.

·  Help prepare supporting documents and claim forms.

·  Provide assistance on communicating with insurance adjusters.

·  Provide strategies for appeals or dispute resolution.

Risk Engineering:

May include the following:

·  Conduct facility inspections and hazard assessments.

·  Develop safety protocols, training programs, and emergency response plans.

·  Recommend upgrades to equipment, processes, or infrastructure.

·  Assist you in aligning with insurance or regulatory requirements.

·  Provide risk reports and recommendations for ongoing improvement.

Workplace Safety Analysis:

May include the following:

·  Visit your worksites to observe daily operations.

·  Document tasks and associated hazards.

·  Recommend practical safety controls tailored to the business.

·  Provide staff training and compliance checklists.

·  Deliver written reports and follow-up reviews.

Worker’s Compensation Process Review:

May include the following:

·  Audit existing claims management procedures.

·  Review insurance carrier reports and claims data.

·  Recommend improvements for faster reporting and better documentation.

·  Help design or refine return-to-work programs.

·  Provide training for managers on how to respond to workplace injuries.

HR Document Review:

May include the following:

·  Audit all HR forms and policies.

·  Identify compliance gaps, outdated language, or inconsistencies.

·  Provide written recommendations for updates.

·  Suggest or draft revised templates and documents.

·  Train HR staff on proper use of updated forms and policies.

*Limited to a single document per open ticket at a time*

HR Document Development:

May include the following:

·  Draft new HR documents tailored to your industry and jurisdiction.

·  Build policy manuals from scratch.

·  Create reusable templates for ongoing HR tasks.

·  Ensure tone, branding, and culture are reflected in all HR materials.

·  Provide bilingual or accessible versions if required for the workforce.

*Limited to a single document per open ticket at a time*

HR Compliance Review:

May include the following:

·  Conduct a full audit of policies, forms, and HR practices.

·  Identify legal risks and compliance gaps.

·  Deliver a written report with prioritized recommendations.

·  Update or create compliant documents (handbooks, onboarding forms, separation agreements, etc.).

·  Provide training to HR staff or managers on compliant practices.

Employee Handbook Review:

May include the following:

·  Audit your current handbook for compliance gaps or outdated language.

·  Provide a written report with recommendations.

·  Update sections for new labor laws or industry best practices.

·  Align the handbook with other HR documents (disciplinary policies, onboarding, safety).

·  Suggest enhancements to reflect company culture and values.

Employee Handbook Development:

May include the following:

·  Draft a brand-new handbook tailored to your industry, workforce, and state-specific laws.

·  Incorporate best practices and compliance updates.

·  Create bilingual or accessible versions if needed.

·  Provide templates for future updates.

·  Customize tone and branding so the handbook reflects the company’s identity.

SOP Review:

May include the following:

·  Audit all existing SOPs for compliance and efficiency.

·  Provide written recommendations for revisions.

·  Update SOPs to reflect current best practices.

·  Standardize formatting and design for professional use.

·  Train managers or staff on following updated procedures.

SOP Development:

May include the following:

• Interview managers and staff to document existing workflows.
• Draft detailed SOPs tailored to your industry.
• Incorporate compliance requirements into procedures.
• Standardize and brand the format of SOP documents.
• Deliver SOP manuals, digital templates, or checklists for daily use.

Operations Management Consulting:

May include the following:

• Improves profitability by reducing waste and inefficiencies.
• Enhances customer satisfaction through better service delivery.
• Strengthens scalability, making it easier to grow or expand.
• Ensures compliance with industry regulations and safety standards.
• Provide you and your managers with better visibility and control over operations.

Sanitation Procedures Review:

May include the following:

·  Prevention of health hazards (illness, contamination, workplace injuries).

·  Ensure compliance with health inspections and avoids fines or closures.

·  Protection of your business’s reputation and brand trust.

·  Reduction of risks of foodborne illness outbreaks or workplace accidents.

·  Improvement of efficiency and consistency in daily operations.

Sanitation Procedures Development:

May include the following:

·  Build customized sanitation SOPs and cleaning schedules.

·  Create sanitation checklists and logs for daily use.

·  Train managers and employees on proper execution.

·  Develop bilingual or visual instructions to ensure accessibility.

·  Integrate sanitation procedures into broader safety and compliance programs.