Human Resources
Finance / Accounting
Operations
Information Technology
Marketing
Title Company Start Up

Human Resources

Complete HR Audit:
Functional options (i.e. compensation, benefits, etc.) available. All include full report of findings and recommendations.

• Employee roster and history
• Employee benefit plans
• Vendor contracts (benefits, legal, payroll, staffing, etc.)
• Employee file compliance (including immigration)
• Review of policy manual and compliance with federal and state laws
• Assessment of past or pending litigation
• Employee programs (training, reward and recognition, work/life)
• Payroll and compensation

Ongoing HR Services:

• Payroll administration
• Benefits administration (including COBRA)
• New hire paperwork
• Termination processing
• Employee transactions or changes
• Compensation management
• Performance management systems
• Employee relations counseling and documentation; legal resources
• Compliance and policies
• Employee files and HRIS management
• Full cycle recruitment*
• Vendor management
• Employee communications and programs
• Training and development

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Finance / Accounting

Complete Finance / Accounting Audit:
All include full report of findings and recommendations.

• Banking relationships and set up of accounts
• Budgets and projections
• Specific financial metrics or analyses
• Staffing analysis
• Account analyses and reconciliations
• Interest/Investment income maximization
• Accounting system analysis
• Accounting policy and procedure review
• Debt service analysis

• Management and oversight of all banking, cash flow, payables and receivables
• Strategic planning for short and long term financial goals
• Maintenance of banking, accounting, and tax planning relationships
• Management of purchasing and vendor contracts
• Management of insurance policies
• Debt service management
• Financial and operational reporting and analysis

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Operations

Complete Operations Audit:
All include full report of findings and recommendations.

• Workflow analysis
• Reporting metrics
• Global business strategy and short and long-term strategic planning
• Corporate document audit and compliance
• Lease and contract review and negotiation
• Financial rescue/turnaround
• Cost analysis
• Review of insurance policies
• Assessment of past or pending litigation or other financial obligations

Ongoing Operations Services:

• Insurance and compliance for corporate entities
• Problem resolution of any operational issues
• Implementation of technology or marketing initiatives
• Communication and coordination with Finance, HR, Marketing, IT, and all key personnel
• Management of key relationships with business partners
• Development of strategic planning for short and long term company goals
• Crisis management
• Executive management
• Facility/property management

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Information Technology

Complete IT Audit:
All include full report of findings and recommendations.

• Review of all systems (hardware, software, servers, phones, etc.)
• Review of all IT-related contracts

Ongoing IT Services:

• Management of daily systems and troubleshooting
• Maintenance of communication connections and equipment
• Strategic planning in areas of security, redundancy, and disaster recovery
• Implementation of technology and software updates or improvements

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Marketing

Complete Marketing Audit:
All include full report of findings and recommendations.

• Target audience identification/refinement
• Media analysis
• Message Development
• Cost analysis/ROI
• Benchmarking/Accountability
• New media analysis
• Competitive SWOT analysis
• Marketing plan (aligned with business plan)

Ongoing Marketing Services:

• Message refinement
• Marketing plan fulfillment
• Creative development and execution
• Website optimization
• Business development strategy and implementation

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Title Company Start Up

• Name and branding consulting
• Obtaining federal, state, and county registrations
• Complying with specific title licensing and bond requirements
• Execution of required agreements and paperwork
• Assistance with underwriter application and appointment process
• Acquire all required and recommended insurance policies
• Selection and set-up of software applications
• Full IT support to include procurement, configuration and system set up for phone, data, hardware, software, etc.
• Establishing bank accounts and preparing for escrow management
• Set-up of payroll services and full employee benefits and platform
• Recruitment and on-boarding of employees
• Selection of office space, lease negotiation, and build-out/project management
• Budgeting and financial planning
• Development of marketing collateral, including logo consultation, and website planning
• Partnerships with title outsourcing vendors and other business partners
• Set-up of office accounts with preferred vendors

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*Additional fees may apply