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INNOVATIVE BUSINESS STRATEGIES

Strategic Planning | Administration | Operations | Recruiting

Business Plan

Strategic Planning

A strategic plan is critically important to a firm’s or company's success. It details the vision of where you want your company to go. There are many components included in a strategic plan and each facet should be explored in detail. SOAR will collaborate with you.

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  • Mission Statement

  • Core Values

  • SWOT Analysis

  • Short-term and Long-term Business Goals

  • Business Development Planning

  • Action Plan with Measurable Milestones

  • Business License Requirements (e.g., License, Taxes, Compliance)

  • Corporate Structure

  • Partnership Agreements

  • Employment Agreements

Operations and Administration

Long and short-term contracting assignments as Chief Operating Officer, Chief Administrative Officer, or Director of Administration / Operations for established and start-up law firms, hospitals/medical practices, and construction companies:

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Accounting and Financial Operations:

Research, identify, and implement banking relationships

Research, identify, and execute engagement letters with accounting firms

Research, identify, and implement accounting systems

Set up a chart of accounts and financial reporting

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Month-end close including:

Bank Reconciliation

Income Statements

Balance Sheets

General Ledgers

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Work with accounting firms on partner distributions

Manage client billings and collections

Establish engagement letter templates based on billing structures

Oversee accounts payable

Develop and implement revenue and expense budgets

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Informational Interview
Office

Human Resources

Long and Short-Term Contracting Assignments

as Chief Human Resources Manager

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Process payroll and performance bonuses

Process 401K and Safe Harbor Contributions

Handle recruiting, onboarding, and orientation of new employees

Handle final payroll and PTO payout, exit interviews, cancellation of health insurance, and establishing COBRA coverage for terminating employees

Develop effective performance review programs and manage the performance review process for all personnel, including 90-day performance reviews, annual performance reviews, coaching and counseling employees, and terminating employees

Create job descriptions

Develop salary ranges based on position descriptions

Draft employee handbooks

Ensure compliance with all applicable federal, state, and local employment laws

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Research, identify, and implement the following:

Human Resource Information Systems (HRIS)

Payroll systems

New Hire Reporting Requirements  

Ensure compliance with all applicable federal, state, and local employment laws

Create job descriptions

Develop and assess salary ranges based on position descriptions

Develop an effective performance review program

Draft Employee Handbooks

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Research and implement benefits:

401(k) Retirement Plan

Cash Balance Plans​

Life Insurance

Medical, Dental, Vision

Profit Sharing

Short and long-term disability plans

Long-term Health Plans

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Research and implement insurance:

Business Insurance

Cyber Security Insurance

D&O Insurance

Professional Liability

Workers Compensation

Recruiting

Law Firms

Lateral Partners

Attorneys

Patent Agents

Technical Specialists

C-level positions

Legal and Administrative Managers

Paralegals and Legal Assistants

Administrative Support

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Hospitals/Medical Practices

Physicians

Nurses

C-level positions

Director-level positions

Supervisory positions​​

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If you, or someone you know, is looking for an opportunity, please contact our office.

Construction Companies

Chief Executive Officers

General Managers

Department Managers

Project Managers

Project Supervisors

Project Coordinators

Construction Workers (Direct and Indirect Labor)

Administrative Management

Human Resources

Administrative Professionals

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