Services
What we do
Finance, people strategy, and AI enablement under one roof: practical ways we help startups, small businesses, and nonprofits grow with clarity.
01Talent & Org Design Strategy
We empower organizations through strategic Talent Acquisition and Management, ensuring the right people are in place to drive success. Our expertise in Organizational Development and Design allows us to diagnose challenges and create tailored solutions for enhanced performance. Partner with us to unlock your team's potential and cultivate a thriving workplace culture.
02Management & Leadership Development
Enhance your team's effectiveness with focused management and leadership development built for real operating challenges. Our programs strengthen accountability, decision-making, communication, and performance across in-person, hybrid, and remote teams. Leaders gain practical tools to guide through conflict, build trust, and reinforce a healthy culture that supports execution and results.
03Talent Games & Simulations
Serious games and simulations that turn your most critical behaviors into practiced skills.
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04Dispute Resolution
We help individuals and organizations resolve conflict with clarity and respect. Daniel trained through BYU's J. Reuben Clark Law School and Pepperdine's Caruso School of Law Straus Institute, and brings over twenty years of experience guiding leaders, teams, and partners through structured mediation that restores trust, strengthens relationships, and supports forward progress.
FeaturedAI Strategy & Enablement
We bring hands-on, proven AI experience, not hype. Daniel has led AI transformations and built AI platforms at multiple companies, and Rhylyn pairs graduate-level AI training with applied analytics. We help small businesses and nonprofits put AI to work where it actually moves the needle:
Process automation in finance and people workflows
Accounts payable, monthly close, onboarding, and recurring reporting, so a lean team spends less time on manual work.
AI-enabled dashboards and analytics
Visualization across finance, accounting, operations, and people that turns scattered data into decisions.
Forecasting and decision support
Budgeting, cash flow, and scenario models that give CFO-level insight without a full finance team.
Donor, member, and customer insight
Surfacing patterns in giving, retention, and pipeline, tuned for nonprofits and early-stage startups.
Custom AI assistants
Copilots trained on your own processes and documents, so a small team operates like a larger one.
AI roadmap and enablement
A practical adoption plan plus training so your people run the tools with confidence.
05Financial Health Assessment
Gain a clear understanding of your company's financial standing with our comprehensive assessment. We analyze key financial metrics, identify areas of strength, and pinpoint potential risks or inefficiencies. Receive actionable insights and a roadmap to improve profitability, cash flow, and overall financial stability. Make informed decisions based on expert financial analysis.
06Financial Controls & Compliance
Good controls protect you from errors, fraud, and compliance surprises. We help you put the right ones in place and keep the records that show it, so you're ready for any review, from a grant monitor to an investor to your first audit.
What's included
- Internal controls walkthrough and gap assessment
- Policy design and cleanup (approvals, segregation of duties, expense and procurement)
- Grant compliance support for nonprofits (tracking, documentation, and reporting against award terms)
- Review readiness: preparing your records for audits, grant monitoring, and investor due diligence alongside your CPA
We don't perform audits or issue opinions on financial statements. We prepare you for the independent CPA who does.
07Accounts Payable
Our Accounts Payable services streamline your financial processes, ensuring timely payments and accurate record-keeping. We tailor our solutions to enhance cash flow management and reduce operational costs, empowering your business to focus on growth. Trust our expertise to optimize your accounts payable function, driving efficiency and financial control.
08Financial Planning, Forecasting & Decision Support
We specialize in Financial Planning, Forecasting, and Decision Support to empower business leaders with critical insights. Our services include budgeting, scenario modeling, and executive financial analysis, providing clarity on cash flow, trade-offs, and growth scenarios without the need for a full-time financial team. Partner with us to make informed decisions and drive your business success with confidence.