Services

We specialize in delivering results for small to mid-sized organizations through tailored project-based services.

Our reputation is our top priority. To maintain the highest level of service and integrity, we intentionally limit the number of clients we take on. This ensures each client receives personalized attention and measurable results.

We focus on project-based support rather than ongoing daily services.

Below is a list of the services we offer. If you don’t see what you’re looking for, reach out for a consultation—we may be able to help or connect you with someone who can.

Process Evaluation

Process Evaluation

We offer evaluations of single or multiple processes within your organization to assess accuracy, efficiency, and identify any gaps.

How It Works

Step 1: Initial Consultation (30 minutes)
• Discuss your needs, challenges, and goals
• Determine project fit and capacity
• Share a high-level overview of support
• If aligned, outline next steps

Step 2: Discovery & Scope (if needed)
• Conduct a discovery call to gather details, timelines, and budget
• Review documents or data as needed
• Define draft deliverables and milestones

Step 3: Proposal
You’ll receive a proposal with:
✔ Scope of work
✔ Deliverables
✔ Timeline & milestones
✔ Pricing & payment terms
✔ Terms & conditions

Step 4: Agreement
Once approved, an agreement will be sent for signature.

Policy & Procedure Coaching for Staff

We help your team create, update, or improve internal policies, procedures.

Through guided coaching sessions, we work with staff to:
✔ Develop new policies and procedures from the ground up
✔ Update existing documents to reflect current practices and compliance requirements
✔ Clarify roles, responsibilities, and workflows
✔ Ensure SOPs are practical, clear, and aligned with organizational goals

Whether starting from scratch or refining outdated documents, our coaching provides the structure and support your team needs to build effective, compliant processes.

Recruitment & Training

Candidate Pre-Qualification & Screening Services

We streamline your hiring process by pre-qualifying candidates before the interview stage.

Screening Calls – We contact applicants to confirm continued interest and clarify basic eligibility
Phone Interviews – Targeted questions, provided by you, assess experience, communication skills, and fit
Recommendation Report – Summary of best candidate’s strengths, and concerns

Seamless Onboarding for New Hires

Set your new employees up for success with structured onboarding that boosts retention and productivity.

✔ Organize and verify required documentation
✔ Review policies, procedures, and compliance expectations
✔ Guide new hires through roles, responsibilities, and company culture
✔ Provide ongoing support and check-ins to ensure a smooth transition

Digital Resources & Online Learning

On-Demand Digital Products, Virtual Coaching, and Recorded Learning

We provide practical, ready-to-use resources and coaching to help you navigate standard business processes and enhance operational efficiency. You’ll find instant access to compliance tools, personalized coaching opportunities, and soon to be added recorded trainings.

Close-up of a desk with a laptop, documents, and a coffee mug, ideal for business and office themes.

Compliance Monitoring

Internal Process Compliance Evaluations

Not sure if your team is following established procedures? We assess how closely staff actions align with your documented operating processes. Our evaluations help identify gaps, ensure compliance, and highlight areas for training and improvement.

Periodic monitoring is ideal for maintaining standards and supporting staff development.

Why Compliance Monitoring Matters

Non-compliance can lead to financial loss, legal repercussions, and reputational damage.

How Our Service Works

Compliance Audits – Assessments to ensure adherence to policies and procedures.
Reporting – Early detection report of compliance gaps to use for informed decision making.

Grant Writing

Professional grant writer services. Nonprofit and business grant writing services, grant writing consultant, and grant monitoring. See details at Grant Lady (a division of Peggeo) – Grant Lady Professional Grant Writer and Grant Consultant.

Special Projects

We understand your needs may be unique!

If you need something and you just don’t know where to start, we’re ready to discuss options.

If we can’t accommodate your request, we will try to find someone with the specific expertise to assist you.

See below services we do not offer.

Let's Talk

Sometimes you just need someone to talk to. Use the Let’s Talk service to schedule a call to discuss ideas, share your challenges, etc. It’s your time to discuss the business topic of your choice.

Services we do not offer, typical daily tasks:

  • On demand daily requests
  • Email management
  • Calendar scheduling
  • Customer Support*
  • Bookkeeping/Accounting
  • Travel Planning
  • Sales
  • SEO
  • Appointment Setting
  • Meeting minutes
  • Graphic Design*
  • Social Media Management*

*projects may be accepted on a case-by-case basis