Finance, Operations, HR, Legal, & Project Management

Business Operations & Project Management

Comprehensive Start-Up Support for Life Science, Biotech, Pharma and Non-profit Entrepreneurs: Providing tailored solutions for business operations, including HR, finance, payroll, accounting, and legal services, specifically designed to address the unique needs of start-ups, ensuring a solid foundation for growth and scalability.
Strategic Planning for Business Administration Operations: Developing and implementing strategies to enhance operational efficiency, while incorporating project management frameworks to ensure seamless execution and timely results.
Operational Process Analysis & Improvement: Assessing both internal and external processes, identifying areas for improvement, and managing projects to optimize workflows and increase productivity.
Leadership Development & Team Guidance: Providing leaders with the tools, resources, and project management methodologies to inspire and guide staff toward achieving organizational goals.
Collaborative Strategic Partnership for Growth: Working alongside leadership teams as a trusted thought partner to brainstorm innovative ideas, develop actionable growth strategies, and lead projects that drive company success.
Project Management: Overseeing key projects from initiation to completion, ensuring alignment with strategic objectives, managing timelines, budgets, and resources to deliver successful outcomes.
Performance Assessment & Improvement Strategies: Conducting thorough assessments of company performance and spearheading projects to implement targeted improvement strategies that drive efficiency and growth.
Audit & Inspection Readiness: Organizing documentation, managing projects to ensure audit preparedness, and providing executive support to guarantee smooth audit or inspection processes.
Facilities Planning, Expansion & Space Negotiations: Managing projects related to facilities planning, expansion, and space negotiations, ensuring optimal use of resources and alignment with business objectives.

HR Administration & Benefits Management

Business Operations & Project Management

Recruitment Process Management: Overseeing the entire recruitment lifecycle, from candidate screening and selection to staffing, as well as managing onboarding and offboarding procedures.
Personnel File Management: Establishing and maintaining comprehensive and compliant personnel files to ensure accurate and organized employee records.
Policy & Procedures Development: Crafting clear, concise, and effective policies and procedures to guide organizational operations and ensure compliance with legal and industry standards.
Benefit Offerings Research & Design: Conducting research to design competitive and tailored benefit offerings that meet the needs of the workforce and align with company goals.
Job Description Creation & Maintenance: Developing and regularly updating job descriptions to ensure they accurately reflect roles, responsibilities, and organizational needs.
HR Policy & SOP Development: Establishing and maintaining HR policies, including the creation of company Standard Operating Procedures (SOPs) to ensure consistency and compliance.
Performance & Compensation Management: Overseeing employee performance evaluations and compensation reviews, ensuring alignment with company goals and fair practices.
Company Paid Holidays: Developing company-paid holiday that align with organizational objectives and employee satisfaction.
PTO Tracking System Implementation: Establishing and managing employee Paid Time Off (PTO) tracking systems to ensure accurate records and compliance.
Diversity & Inclusion Training: Designing and conducting training programs to promote diversity, equity, and inclusion within the organization.

Finance, Payroll & Accounting

Financial Reporting & Oversight: Providing comprehensive financial reporting and oversight to ensure accurate and timely financial information for informed decision-making.
Budgeting, Forecasting & Financial Projections: Developing and managing budgets, financial forecasts, and projections to support strategic planning and financial growth.
Vendor Management & Relations: Developing vendor management systems, overseeing vendor relationships and managing vendor contracts to ensure optimal service delivery and cost-efficiency.
Bookkeeping, Accounts Receivable & Accounts Payable: Handling day-to-day bookkeeping, including managing accounts receivable (A/R), accounts payable (A/P), and invoicing to ensure accurate financial records.
Payroll Management: Administering payroll processes, ensuring timely and accurate employee compensation in compliance with applicable laws and regulations.
Expense Reporting & Tracking: Monitoring and tracking company expenses to maintain budget adherence and improve financial transparency.
401(k) Plan Setup & Coordination: Managing the setup, coordination, and administration of 401(k) retirement plans to ensure compliance and provide valuable benefits to employees.

Legal, General & Corporate

Finance, Payroll & Accounting

Mergers & Acquisitions (M&A): Overseeing and managing due diligence processes, including the establishment and administration of online data rooms for prospective buyers & investors.
Corporate Formation & Compliance Management: Handling the filing and management of corporate formations and compliance documents to ensure legal and regulatory adherence.
Contract Management & Negotiation: Managing and negotiating a wide range of contracts, including NDAs, CDAs, MSAs, SOWs, and more, to protect client interests and ensure favorable terms.
Document Preparation: Preparing legal documents such as correspondence, memorandums, pleadings, deposition notices, subpoenas, motions, and briefs, ensuring accuracy and legal compliance.
Document Organization & Discovery Management: Organizing and managing legal documents, discovery materials, files, and exhibits using tools like Smartsheets to streamline workflows and maintain order.
Legal Research & Writing Support: Assisting with legal research and drafting written content to support litigation, compliance, and business strategies.
Notary Services: Providing certified notary services for the Commonwealth of Massachusetts to facilitate legal documentation and transactions.