The Owner's Representative


Support for organizational and fiscal optimization

Areas of Practice

Over the past two decades, the O.R. has developed proprietary tools and a unique approach to our work. We use systems and methods that have demonstrated success, but also approach every engagement with a fresh eye. We always strive to foster a strong sense of teamwork with our client partners. the O.R. can provide top to bottom line turnaround from revenue, product, organizational and fiscal optimization. Service areas we specialize in include:



  • Accounting systems selection, design and integration with database and other management software

  • Financial operations and budgeting systems evaluation, build-outs and implementation

  • Banking, bookkeeping and account reconciliation

  • Budgeting, forecasting and financial modeling, including business plans and risk assessment

  • Strategic financial planning

  • Resource management

  • Financial reporting to boards, financial institutions, government agencies, and foundations

  • Audit preparation and tax filing

  • Staff training in financial reports and budgeting

  • Performance analysis and visual representations like dashboards

  • Completion of state and federal Indirect Cost Rate proposals and reconciliations

human resources

  • Personnel benefits planning and management

  • Benefits package design including retirement plan, comprehensive health insurance, flexible spending accounts, transportation, etc.

  • Employee policy and procedures set-up

  • Onboarding and closeout of staff

organizational management

  • Acting Executive role fulfillment: CFO, CEO, COO, GM, or Executive Director

  • Operating plan development and assessment

  • Reorganization recommendations

  • Enterprise resource planning systems: selection and implementation

  • Bottom line growth via sustainability initiatives: business model/ROI driven sustainability plan development that will improve overall operational performance

  • Negotiations with financial institutions, benefits providers, vendors, etc. on behalf of the client




grants management

  • Financial reporting on grants portfolios

  • Resource and grants management including OMB Circulars A-110, A-122, and A-133 compliance


office & it environments

  • Assist clients who are relocating or expanding to select, build-out and get into office space

  • Provide guidance in the selection of realtors, architects, engineers, interior designers, contractors, and vendors

  • Negotiate the most favorable lease and tenant improvement terms

  • Attend and participate in meetings with the owner and service providers concerning space requirements, design considerations, cost-containment strategies, energy efficiency considerations, and any special requirements

  • Ensure that contractors secure necessary governmental permits or approvals

  • High-level management of infrastructure and network vendors including web, phone, security of office and data, file management

  • Oversight of technology build-outs and migration, including cloud environments

  • Database, application, and operational system selection


  • Coordinate website development and upgrades

  • Brand and messaging architecture

  • Social media metrics