Business

• Initial Business Setup

• Back Office Setup

• Recordkeeping Setup and Maintenance

• Coordination and Collaboration with Service Providers (CPA, Attorney...)

• Administrative Workflow Management and Automation

• Training and Education to Employees and Stakeholders

• Acquisition Integration

• Scalable Growth Planning

• Succession Discussion and Planning

Special Projects

• Deep Dive Research

• Collaboration with Key Vendors, Service Providers, and Specialists

• Analysis

• Presentation

• Decision Making

• Development

• Implementation

• Training

• Continuing Refinement

Non Profits & Foundations

• Back Office Setup

• Recordkeeping Setup and Maintenance

• Coordination and Collaboration with Service Providers (CPA, Attorney...)

• Administrative Workflow Management and Automation

• Distribution Management

• Strategic Planning

• Succession Planning

Personal

• Assessment and Consolidation of Household Accounts

• Organization and Classification of Information 

• Life Continuity Planning