Practical support, built around the need
Use one option by itself or combine them around the needs of the business.
Choose your path
Five ways to work with CIBS, plus an easy place to start if you are not sure. Select a row for details. Use one option, or combine them as your business changes.
An experienced second look at how the business operates, with practical recommendations and a prioritized Action Plan. It comes as a Focused, Standard, or Complex review, depending on the size and complexity of the business.
Fits: Owners who want an outside view of what is working and what to fix first, including as a first step before deciding anything else.
Good to know: Standalone and strongly recommended, but never required. You can use the findings without buying any other CIBS service.
Ongoing guidance, accountability, and proactive involvement from an outside business partner, at the level of involvement that fits. There are four tiers: Foundation, Growth, Operations, and Executive.
Fits: Owners who want continuity and someone who understands the business and helps keep priorities moving.
Good to know: A Partnership is advisory. It is not a bucket of hours, and recurring execution and projects are selected separately.
Recurring execution of selected functions, such as bookkeeping, HR administration, office administration, compliance, fleet, and inventory, so the work gets done consistently.
Fits: Businesses that need specific recurring work handled dependably without adding a full internal role.
Good to know: It can stand alone or be combined with a Partnership. A Partnership is not required.
Defined cleanup, improvement, implementation, or special-purpose work with a clear outcome, such as redesigning a workflow, setting up a system, or organizing records.
Fits: Businesses with a specific outcome in mind that is larger than an occasional request.
Good to know: Scope and fee are set for each project. Discovery may come first, and the project is documented in writing before work starts.
Prepaid support for smaller, as-needed tasks that CIBS reviews and accepts. Blocks are available in 5-hour, 10-hour, and 20-hour sizes.
Fits: Smaller needs that do not justify a monthly service or a project.
Good to know: Support Blocks are for occasional needs, not a substitute for recurring service.
You do not need to choose a service to get in touch. Describe what is going on in the business, and we will talk through where things are now and which path, if any, fits.
Fits: Anyone who is unsure where to start, or whose need does not match a listed service.
Good to know: No commitment is needed to ask. The guided Support Plan form lets you explore options and send your selections, or you can contact us directly.
Business Review & Action Plan
An experienced second look at the business, with practical recommendations and prioritized next steps.
Strongly recommended. Never required. The review is valuable on its own, and you can use the findings without purchasing any additional CIBS services.
Every review identifies what is working, what needs attention, recommended changes, and the next priorities for ownership.
Smaller businesses
Best for: smaller businesses, one primary area, or a first-step review.
- Owner / management discovery
- One primary area or concern
- Limited systems / process review
- Key issues and opportunities
- Practical recommendations and prioritized next steps
- Short written Action Summary
Full operating review
Best for: a full small-business operating review.
- Broader operating review
- Owner / management discussions
- Systems and workflow review
- Financial, people, and process review
- What is working well; gaps, bottlenecks, risks, and inefficiencies
- Recommended improvements and a prioritized Action Plan
- Recommended support structure, when appropriate
Larger or more complex
Best for: larger, multi-department, multi-location, or high-complexity businesses.
- Scope expands with business size
- Number of locations and departments
- Deeper management discussions
- Risks and operating gaps
- Prioritized ownership next steps
- Final scope confirmed based on the business’s size, complexity, and review requirements
Business Partnerships
| Partnership | Best Fit | Meetings & Check-ins | Onsite Support | Main Focus | Response Target |
|---|---|---|---|---|---|
| FoundationGuidance | Owner-operated or micro businesses |
|
| One primary improvement focus at a time, plus basic financial and operating indicator review. | Within 3 business days |
| GrowthGuidance + business improvement | Growing small businesses |
|
| One to two active improvement priorities, plus selected key performance indicator (KPI) and management-information review. | Within 2 business days |
| OperationsActive operational involvement | Established businesses with managers or teams |
|
| Two to three active operating or growth priorities, monthly management-dashboard review, and manager and vendor coordination. | Next business day |
| ExecutiveOutside executive-level partnership | Owners needing a senior outside business partner |
|
| Several priorities or departments at once, major-decision and scenario support, and executive dashboard and growth review. | Same business day, when practical |
Each tier includes the one before it and adds more involvement. Recurring execution and projects are selected separately, and no ownership or equity is implied. A client may purchase a Partnership, Operational Support, or both. Response targets are goals during normal business operations, not guarantees, and mean an acknowledgment or initial response rather than completion. Onsite sessions are scheduled as described in your engagement paperwork. CIBS works remotely whenever practical, and onsite time and travel may be included, limited, or billed separately as agreed in writing.
Operational Support
Recurring execution of selected functions, so the work gets done consistently. Operational Support may stand alone or complement a Partnership. Most services come in Basic, Standard, and Advanced tiers, and tier placement depends on volume and complexity.
Finance & payrollBookkeeping, accounts payable and receivable, payroll administration, and certified payroll for public works.
| Service | What it covers |
|---|---|
| Full-Service Bookkeeping | Bookkeeping, Accounts Payable, and Accounts Receivable coordinated under one monthly service, in Basic, Standard, and Advanced tiers. |
| Bookkeeping | Accurate books, reconciliations, and owner-ready monthly information. Tiers are based on monthly transaction volume. |
| Accounts Payable Management | Vendor bills, due dates, payment preparation, and approval workflow. Owner approval remains required. |
| Accounts Receivable Management | Customer balances, aging review, payment follow-up, and status visibility. |
| Payroll Administration | Pay-period tasks, employee changes, approvals, provider coordination, and payroll records. You keep payroll authority; CIBS does not process payroll or hold payroll funds. |
| Certified Payroll & Public Works Compliance Administration | Certified-payroll records, forms, platforms, deadlines, and compliance follow-up for public-works and prevailing-wage projects. |
PeopleHR administration, onboarding and offboarding, and recruiting coordination.
| Service | What it covers |
|---|---|
| HR Administration | Employee records, benefits paperwork, policy acknowledgments, recurring deadlines, and follow-up. Management keeps employment decisions. |
| Onboarding, Offboarding & Recruiting | Document packets, checklists, and file updates for starts and exits, handled per occurrence, plus recruiting coordination and hiring support. You keep final hiring authority. Advertising, background checks, drug tests, assessments, and third-party fees are separate. |
Office, compliance & operationsOffice administration, compliance and risk tracking, and coordinated operations support.
| Service | What it covers |
|---|---|
| Office Administration | Recurring office workflows, documents, coordination, communications, records, and follow-up. |
| Compliance & Risk Administration | Licenses, renewals, registrations, insurance records, bonds, permits, certificates of insurance (COIs), and deadline tracking. |
| Business Operations Support | Several recurring administrative and operational functions coordinated through one monthly scope, based on the functions selected, workload, frequency, and complexity. |
Fleet, tools & inventoryFleet, tools, equipment, product and food-and-beverage inventory administration.
| Service | What it covers |
|---|---|
| Fleet Administration | Fleet records, renewals, maintenance reminders, vendor follow-up, and status summaries for commercial vehicles and mobile equipment. |
| Materials, Tools & Equipment Management | Records, assignments, check-in/out tracking, reorder visibility, and discrepancy follow-up. A quarterly Inventory Review is also available. |
| Product Inventory Management | SKU records, receiving, reorder points, and stock-movement variance follow-up. A quarterly Inventory Review is also available. |
| Food & Beverage Inventory Management | Count schedules, records, par levels, variance follow-up, and replenishment visibility. A quarterly Inventory Review is also available. |
Sales, marketing & technologySales and marketing advisory, plus business technology support.
| Service | What it covers |
|---|---|
| Sales Management & Performance Advisory | Pipeline review, follow-up accountability, customer relationship management (CRM) system and KPI review, and coaching tied to live activity. |
| Marketing & Brand Advisory | Marketing priorities, campaign and vendor oversight, and performance review. Website builds, branding, content production, video, printing, media buys, and ad spend are separate. |
| Technology & Digital Support | Business technology support (scoped hourly support or a Support Block) for Microsoft 365 or Google Workspace, users, accounts, access, files, and vendor coordination, plus CRM health review and light systems administration. |
Partnership vs. Business Operations Support: a Partnership is advisory, leadership, accountability, improvement, and decision support. Business Operations Support is recurring execution of defined operational and administrative work. A client may purchase one, the other, or both.
Administrative and coordination work. Operational Support covers recurring execution of defined work.
Roles. CIBS is not the payroll processor, tax filer, custodian of payroll funds, CPA, employment attorney, or PEO.
Your decisions. You keep employment decisions, hiring authority, and final payment authorization unless specific written authority is granted.
Professional advice. Legal, tax, engineering, insurance, underwriting, claims, and regulatory advice are not included.
Technology. CIBS is not a managed IT provider, cybersecurity firm, hosting provider, or 24/7 help desk.
Third-party costs. Advertising, background checks, drug tests, assessments, and other third-party fees are separate.
Strategic Projects
Business & OperationsWorkflow, process and management-reporting improvements.
- Business review and action plan
- Workflow redesign
- Standard operating procedure (SOP) development
- Business process cleanup
- Management dashboards
- Operational restructuring
- Cost-reduction review
- Performance systems
Accounting & FinanceAccounting set-up, cash-flow and budgeting tools, and finance workflows.
- Bookkeeping cleanup
- Payroll setup
- Accounting system setup
- Cash-flow dashboard
- Budgeting tools
- Financial workflow redesign
- Accounts payable and receivable (AP and AR) workflow redesign
HR & PeopleHR, recruiting, onboarding and training systems.
- HR system cleanup
- Handbook coordination
- Recruiting system development
- Onboarding systems
- Human resources information system (HRIS) implementation
- Employee-file cleanup
- Job-description system
- Training-program rollout
Operations & AdministrationVendor, inventory, fleet, project and office systems.
- Vendor systems
- Inventory systems
- Fleet systems
- Project-management systems
- Administrative workflow redesign
- Compliance tracking systems
- Vendor onboarding system
- Office systems cleanup
Sales, CRM & DigitalSales process, CRM, reporting and marketing workflow set-up.
- Sales-process redesign
- CRM setup or migration
- Pipeline management system
- Customer follow-up system
- Website implementation
- Sales reporting dashboard
- CRM health optimization
- Marketing workflow setup
Technology & DataMicrosoft 365 or Google set-up, permissions, automation and data migration.
- Microsoft 365 / Google setup
- Permissions and file systems
- SharePoint / OneDrive organization
- Automation
- System integration
- Data migration
- User-access cleanup
- Basic security-practice setup, such as account and access settings (not cybersecurity services)
Scope and fee are set for each project. Discovery may precede the final scope, and deposits, milestones, dependencies, and change orders are documented as applicable.
Support Blocks
Support Blocks are prepaid support for smaller, occasional needs that do not justify a monthly service or a project. They are not a substitute for recurring service. Blocks come in 5-hour, 10-hour, and 20-hour sizes.
- Select a block. Determine the amount of as-needed support.
- Describe the task. Tell CIBS what you need help with.
- CIBS reviews and accepts the task. CIBS accepts a task only when it fits Support Block work, so you know before work starts.
- Schedule approved work. CIBS schedules accepted tasks based on agreed scope and availability.
- Use your support. CIBS records approved work in 15-minute increments. You do not need to maintain a timesheet.
- Agree before going over. Additional support or a revised scope is agreed with you before the available amount is exceeded.
Five prepaid hours.
Ten prepaid hours.
Twenty prepaid hours.
Block terms. Blocks are prepaid and due in advance. They are nontransferable and expire 120 days after purchase, and unused time is forfeited at expiration. A block does not guarantee continuous coverage, reserved capacity, or a response time.
Refunds. Blocks are generally nonrefundable. The exception: CIBS refunds the unused balance of an unexpired block if CIBS ends the engagement without cause, or if you end it because CIBS materially breaches the agreement and does not correct it in time.
Senior or specialized work. This work may be counted at a different rate or priced separately. CIBS discloses that treatment, and you approve it, before the work begins.
Build Your Support Plan
Tell us what you need, explore support options, and send your selections to CIBS. We will contact you to clarify priorities and discuss the right scope.
This is an inquiry, not a purchase. Nothing here creates a contract, a booking, or a final recommendation, and no payment or account is needed.
What is needed to send. Your name, email and consent (Step 5), plus one of these: a short description of your needs (Step 1), the “I’m not sure” option (Step 1), or at least one support area (Step 3). Everything else is optional, including a Business Partnership and Support Blocks. Selecting an option is not a purchase or a commitment.
Step 1 of 5: Tell Us What You Need
Step 1: Tell Us What You Need
You do not need to know the solution or match your problem to a listed service. Describe it in your own words. CIBS reviews every inquiry and will tell you honestly whether and how we can help.
Step 2: Choose a Business Partnership
A Business Partnership is an ongoing advisory relationship. It is optional, and you can add recurring support or projects separately. Select one, or tell us you are unsure.
Step 3: Add Support Areas
Select any areas you would like to explore. You can choose several, or none if you are unsure. Selecting an area does not commit you to anything.
Step 4: Consider Support Blocks
Support Blocks are prepaid support for smaller, occasional needs. After CIBS reviews and accepts a task, the work is scheduled and CIBS records time in 15-minute increments. Blocks are not a substitute for recurring service.
Choosing an option here is not a purchase. A block is arranged separately in writing, is prepaid and nontransferable, and expires 120 days after purchase.
Step 5: Review & Send to CIBS
Review your answers. Select Edit to change any of them, then add your contact details and send.
Your contact details
Fields marked required are needed so CIBS can respond. Phone is optional.
CIBS will follow up to clarify your needs and discuss scope. Sending this form does not create a contract, a purchase, or a guaranteed booking.
Ready to talk through the options?
Start with a brief, practical conversation about where things are now and what you want to improve. We will help you figure out which path, if any, fits. Ask us about fees as part of that conversation.