Consulting Services for Small Businesses

“Start strong. Get licensed. Avoid delays.” 

• Who It’s For:
• New founders and providers preparing to open a group home, behavioral health clinic, or nonprofit program for the first time.
• You’re probably facing:
• Overwhelm from scattered startup steps
• Unclear state requirements
• Policy templates that don’t pass inspection
• Application confusion and missing paperwork

We’ll help you:

• ✅ Register your entity and prepare compliance-ready documents
  ✅ Build your foundational policy and procedure binder
  ✅ Get your staff onboarding system in place
  ✅ Prepare for site inspection with a pre-launch checklist

Deliverables:

• Entity registration + documentation setup guide
• Licensing roadmap tailored to your state
• Startup policy bundle (editable Word + PDF)
• Inspection prep checklist
• 1 consultation call

Outcome:

• Launch confidently with all your required documentation in order — ready for your first state inspection.

“Done-for-you systems that help you pass your inspection the first time.””

Who It’s For:

• Directors and organizations needing customized policies, documentation review, and ongoing launch support.

You’re probably facing:

• Policy drafts rejected by state licensing
• Staff untrained or inconsistent in compliance tasks
• Delayed approval due to incomplete manuals
• No time to manage it all

We’ll help you:

• ✅ Write and format policies aligned with your state & CARF 2025 standards
  ✅ Customize forms, manuals, and documentation
  ✅ Set up your operational workflow + tracking tools
  ✅ Train your team for inspection readiness

Deliverables:

• Custom policy and procedure manual (editable + formatted)
• Implementation coaching (2 virtual sessions)
• Audit prep checklist + binder formatting
• 30-day progress tracking dashboard
• Ongoing email and document support

Outcome:

• Pass your inspection and open your doors without stress, confusion, or costly rewrites.

“Scale smart. Grow compliant. Operate like a leader.”

Who It’s For:

• Established agencies, multi-site programs, or organizations preparing for accreditation (CARF, JCAHO, etc.)

You’re probably facing:

• Overextended leadership and disorganized systems
• Lack of KPI visibility and workflow tracking
• Accreditation pressure or new service line expansion
• Compliance risk as you scale

We’ll help you:

• ✅ Conduct a full operational compliance audit
  ✅ Align your program with CARF 2025 or state standards
  ✅ Build KPI dashboards for leadership visibility
  ✅ Implement SOPs, quality assurance, and accountability systems

Deliverables:

• Full policy + documentation audit
• Accreditation checklist and gap report
• Executive leadership dashboard
• Team workflow templates (Google Sheets + SOPs)
• 3 months of retainer-based support
• Outcome:
• Operate with complete clarity — expand your services, manage compliance, and lead your team without burnout.

“Stabilize your workforce. Strengthen compliance. Reduce turnover — fast.

Perfect for:
ABA clinics, group homes, nonprofits, behavioral health, HCBS, youth services, community programs.

Deliverables:

• Turnover KPIs
• Compliance gap review
• Role clarity mapping
• Leadership assessment

• Daily huddle system
• Supervisor routine
• Documentation workflow
• Reinforcement system

• Staff alignment training
• Live leadership coaching
• KPI dashboard installation
• 90-day retention roadmap

✔ 20–35% fewer resignations
✔ 40–70% fewer documentation errors
✔ 2–5× leadership consistency
✔ 3–5× operational ROI

“Your shortcut to inspection readiness.”

Who It’s For:

• Organizations that already have policies and systems in place but need expert review before submitting for inspection.

You’re probably facing:

• Uncertainty about whether your documents meet state standards
• Anxiety about inspection day
• Missed compliance details buried in paperwork

We’ll help you:

• ✅ Review your current documentation for gaps
  ✅ Provide a compliance scorecard and risk report
  ✅ Deliver a step-by-step roadmap to fix issues fast

Deliverables:

• 72-hour document review and compliance report
• Custom gap analysis checklist
• Action roadmap
• 30-min strategy call

Outcome:

• Walk into your inspection knowing exactly what’s missing — and how to fix it fast.