Embrace

Operations

Senior back-office support, without the overhead

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Your back office, fully integrated

We already manage the numbers. Now we manage everything behind them.

Most growing businesses carry big-company complexity without big-company staff. They face the same compliance exposure and operational demands as far larger firms, but rarely have the scale to justify a full-time HR director or operations manager. That gap is where things slip, and where Embrace Operations was built to help.

Embrace Operations extends the trusted Embrace Financial Services relationship beyond finance and into the back office that produces those numbers. You draw on senior, credentialed expertise on demand, across human resources, payroll and benefits, operations, and logistics, without the fixed overhead of full-time hires.

 
 
CA-Compliant: HR and labor law expertise
Cross-Pillar: integrated with your financials
Fractional: COO-level leadership
 

 

embrace Operations in Detail

Human Resources

Senior, credentialed HR support led by our Director of HR Services. The anchor of the division, and the area where getting it wrong carries the most risk.

  • Full-cycle recruitment, classification, and onboarding

  • Employee relations, conflict resolution, and workplace investigations

  • Performance management and corrective-action guidance

  • Employee handbook and policy development and maintenance

  • Compliance advisory: wage and hour, OSHA, FMLA and CFRA, ADA, and EEO

  • Workers’ compensation claims and return-to-work programs

  • Leave administration and training

Payroll & Benefits Administration

A natural bridge from the payroll and finance work Embrace already handles, so nothing falls between the paycheck and the ledger.

  • Payroll processing coordination

  • Benefits enrollment and open-enrollment support

  • Carrier, broker, and vendor liaison

  • New-hire and termination processing

  • Coordination with your Embrace finance and bookkeeping function

 
 

Operations & Process Support

Turning day-to-day chaos into repeatable systems, drawing on operational leadership at institutional scale.

  • Standard operating procedure design and documentation

  • Workflow and process reengineering

  • Systems and technology integration

  • CRM selection and implementation, including Salesforce

  • Cloud migration and platform modernization

  • Operational reporting and dashboards

Logistics & Vendor Management

Relieving owner-operators of the recurring administrative weight of sourcing, contracting, and managing suppliers.

  • Procurement support and sourcing

  • Vendor selection and evaluation

  • Contract coordination and renewal management

  • Ongoing supplier relationship management

  • Cost review and consolidation

 National providers are efficient, but remote, transactional, and disconnected from your financials. We are the opposite: one accountable partner for finance and operations, delivered in person from Montecito.

You remain the sole employer of your people. We are an advisory and administrative partner, not a co-employer, so you keep full control while we carry the administrative weight and the expert guidance.

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Ready to hand off the back office? Whether you need ongoing HR and operations support or help with a single project, we will scope it to fit and coordinate it with your finances from day one.

 

every decision made with the full picture in view

Financial & Accounting Services

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Operational Support

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Tax Services

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Capital & Wealth Management

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