Consulting & Managed Services

What We Run:

People Ops (HR)
Finance Ops (Accounting)
Compliance & Risk (GAAP, ISO/IEC 27701, SOC 2 Type 2, HIPAA, GDPR)
Growth Ops (Marketing planning/execution, RevOps, HubSpot admin, Teamflect enablement)
Pre-IPO Readiness

Let’s be honest, most startups wait until something breaks (or someone quits) before realizing they need actual infrastructure. That’s where we come in. Our Consulting & Managed Services team doesn’t just clean up the mess; we build the scaffolding that keeps your operations upright in the first place. From hiring to HubSpot, pay cycles to policy audits, our job is to make sure your back-office runs like a machine…so you can finally stop duct-taping your growth together and start scaling like you mean it.

Choosing to work with a group that has this level of built-in savvy guarantees that you can leave the details to us and focus on doing what you do best — RUNNING A PROFITABLE BUSINESS.

People Ops (HR)

Hiring & onboarding: requisitions, structured interviews, offers, background/I-9/E-Verify, 30/60/90 plans
Payroll & benefits: pay cycles, bonuses/commissions, 401(k) eligibility & testing coordination, COBRA, FSA/HSA
Policy & compliance: handbook, wage/hour practices, training records, incident logs
Healthcare planning & internal messaging for enrollment/recruitment
Teamflect: role/goal templates, review cycles, competency matrices, pulse surveys

Finance Ops (Accounting)

- AP: vendor onboarding & W-9 collection, PO policy, invoice intake, 3-way match, payment runs, 1099 support
- AR: invoicing cadence, collections, cash application, revenue schedules
- Financials: GAAP-aligned P&L/BS/CF, reconciliations, JE logs, month-end close checklist
- Forecasting & budgeting: driver-based models, rolling forecasts, variance analysis
- Audit support: PBC folders, schedules, confirmations coordination with external CPA firm
- Management reporting: margin/unit economics, departmental budgets, dashboards

Compliance & Risk

- GAAP: close calendars, reconciliations, policy library (capitalization, revenue recognition), estimate documentation
- ISO/IEC 27701: ROPAs/data inventories, DPIAs (as applicable), role-based training logs, vendor risk records
- SOC 2 Type 2: control mapping, evidence calendars, change tickets, access reviews, incident-response drills
- HIPAA: administrative safeguards, BAA coordination, PHI handling procedures (LW does not host ePHI)
- GDPR: lawful-basis register, DSR workflow, retention schedules, SCCs where applicable

Growth Ops (Marketing, RevOps & HubSpot)

Planning: ICP/personas, messaging framework, annual/quarterly channel plans, spend/budget files
Execution: site/content updates, email & automation, SEO tasks, event support
RevOps enablement: collateral, case-study assembly, ROI calculators, process documentation
HubSpot administration: object/field governance, lifecycle (MQL/SQL) definitions, pipelines, sequences, scoring, integrations (e.g., Stripe/billing data), dashboards & reports

Pre-IPO Readiness

- Financial readiness: GAAP policy set, disciplined monthly close, audited financials coordination, multi-entity consolidations, board reporting cadence
- Controls & documentation: SOC 2 control mapping, access reviews, change management, IR playbooks, policy versioning
- Privacy & data: ISO/IEC 27701 artifacts, GDPR DSR records, vendor risk and BAAs
- Operating model: KPI tree, operating cadence (weekly/monthly/QBR), budget/forecast governance, RACI/role charters
- Data room assembly: PBC index, evidence calendar, system links & exports

Governance, SLAs & Cadence

RACI: Executive sponsor (client), LW discipline leads (HR, Finance, Compliance, Growth Ops), Client system owners (HRIS, payroll, ERP/GL, CRM), Security/privacy liaison (client/partner)

Service levels (examples):

HR: First response ≤ 1 business day; payroll error-rate target; hiring timelines by role level
Finance: Month-end close Day 5; vendor POS Day 6; AR unapplied cash < 1% by Day 5
Compliance: Quarterly access reviews completed; evidence-calendar adherence ≥ 95%; annual policy review completed
Growth Ops/HubSpot: Data-hygiene thresholds (duplicates/decay), dashboard refresh cadence, on-time asset delivery vs. plan
Reporting: weekly stand-ups • monthly summary packs • quarterly risk/priority review

Security, Privacy & Retention

- Role-based access
- GAAP separation of duties
- MFA on administrative systems
- Vendor reviews for PII/PHI systems
- Documented retention schedules and disposal
- GDPR DSR workflow (intake → verify → execute → close)