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Day 1

Secure intake

After you purchase, you’ll receive a link to your intake questionnaire and a private upload folder for your documents. Most clients complete this in 1–2 hours.

Days 2–6

Expert review

Your SHRM-certified HR consultant reviews your intake and documents to identify findings, research state-specific requirements, prepare your written report, and customize the documents you’ll need.

Day 7

Report & debrief

You receive your complete audit report, custom documents, and a scheduled Zoom debrief to walk through findings, answer questions, and discuss priorities. Your 30-day support window begins.

What we review

The full scope of small business HR.

Every audit covers eight core areas of your HR operation, reviewed against federal law, the specific state laws that apply to your business, and current HR best practices.

HR governance & administration

Compliance check on required federal and state postings, EEO reporting obligations, and document retention, with best-practice guidance on HR structure and responsibilities.

Personnel files & recordkeeping

Personnel file review with compliance check on I-9 forms, medical file separation, and required document retention.

Recruiting & hiring

Compliance check on state and local hiring law (background checks, ban-the-box, salary history), with best-practice guidance on job descriptions, applications, interviews, and offer letters.

Compensation & classification

Compliance check on minimum wage, overtime, and W-2 vs. 1099 classification, with FLSA exempt classification guidance and pay practices review.

Performance management

Best-practice guidance on review processes, documentation, and manager training, with compliance implications for discrimination and wrongful termination defense.

Safety & workers' compensation

Compliance check on workers' comp coverage and OSHA recordkeeping (300 logs and required postings), with best-practice guidance on injury reporting, return-to-work, and safety policy.

Discipline & termination

Compliance check on final pay timing and separation requirements (COBRA, state-specific notices), with best-practice guidance on progressive discipline, termination documentation, and reference/verification practices.

Handbook & workplace policies

Policy review against federal and state law in every state where you have employees, with best-practice recommendations for updates and missing policies.

What you receive

Three deliverables. One engagement.

1

Written audit report

A comprehensive document with risk-ranked findings across all eight areas, plain-English explanations of each issue, and prioritized remediation steps. Yours to keep, forward, or share with your attorney.

2

Custom implementation documents

Tailored templates and policy language for the priority gaps we identify — progressive discipline forms, exit interview questionnaires, I-9 correction guidance, policy language, and more based on what your audit surfaces.

3

30 days of support

Email support for questions about your findings and recommendations. One additional 30-minute check-in call. Same-business-day response during business hours.

FAQ

Common questions about the process.

Do you come onsite?

No. Everything is done remotely through secure online intake and document upload. That's how we can offer this at our price point instead of $5,000+. Remote by design, not by compromise.

What documents do you need from me?

Your current handbook, job descriptions for a sample of roles (we'll tell you which), a sample of personnel files (we'll tell you how to pull them while protecting privacy), your I-9 file, any standardized hiring documents (application, offer letter template, interview questions), and any HR policies or procedures that exist in writing. We'll send you a clear checklist at intake.

Is my data secure?

Yes. Documents are uploaded to an encrypted portal, accessible only to your assigned reviewer. We retain documents only as long as needed to complete the audit and the 30-day support window, after which they're deleted unless you request retention.

What states do you cover?

All 50 states. Your audit includes state-specific compliance findings for every state where you have employees.

Are you a law firm?

No. We're HR consultants, not attorneys. We'll identify compliance risks and flag any issues that require legal counsel. Many clients use our audit findings to have more focused (and less expensive) conversations with their employment attorney.

What happens after the 30-day support window?

You can extend support through our HR Consulting Support subscription for ongoing access, book add-on coaching calls as needed, or handle everything independently with the tools we’ve given you. No obligation.

Ready to know where you stand?

Seven days from intake to findings. Everything included. No discovery calls.