Fractional HR & Operations Consulting for Accounting Firms
Rachel Pereyra
Human Resources Consultant
Consultant
COO
Close
HubSpot
Microsoft Office 365
Description:
I partnered with Encurio, an accounting, tax, and fractional CFO firm, to address challenges in team structure, processes, and overall operations. Together, we focused on building a foundation for sustainable growth. Key contributions included:
HR Process Design: Implemented scalable HR frameworks that allowed leadership to evaluate and manage team members effectively, ensuring alignment with company values and goals.
Team Alignment and Development: Guided the transition of a misaligned team member out of the company, resulting in improved team cohesiveness and clarity around expectations.
Cost and Capacity Management: Established processes that reduced costs and increased visibility over team capacity, enabling better resource allocation.
Operational Clarity: Shifted focus from unnecessary metrics to processes that reflected the company’s core values, ensuring operational efforts aligned with long-term goals.
Leadership Support: Provided emotional and strategic guidance, empowering the CEO to lead with confidence and focus on growth-oriented initiatives.
The results? Encurio experienced reduced costs, a more cohesive and productive team, and increased confidence from clients in their services. The CEO now has the energy and clarity to drive the business forward without unnecessary frustrations.
Services Offered:
HR and team development strategies
Process optimization for internal workflows
Leadership mentoring and support
Capacity and resource management
Let’s collaborate to optimize your team and operations, so you can focus on what matters most—growing your business.