A one-stop shop option for managing all of your administrative needs, 
Playbook Advisors offers custom Monthly Management Solutions packages
to cover your month to month financial, HR, and/or inventory management needs. 
Why? Because hiring multiple contractors & agencies is not only costly, it's time intensive, too.




We take a look at your data and work with your systems to crunch the numbers. We offer daily and weekly intensive auditing to calculate real costs for things like labor and sales - often things your automated systems miscalculate - to see where we can help you save money. 

We also help with payroll, and when it comes to small business, often people are the most expensive cost. With access to your payroll system, we audit to look for inconsistencies in things like overtime, meal break penalties, and employee clocking hours. 


We send a qualified agent to your business, as frequently as needed, to audit your physical count of product.

We then generate reports to help you understand where costs can be cut, your highest points of ROI,
and how to most efficiently order stock for the coming month.  

Our Monthly Management Solutions are fully customizable and include a free

30 minute discovery call. 

Click below to schedule yours. 


Our human resources solution varies based on the needs of your specific business. We provide software to assist with employee onboarding, collecting document signatures, compliance-related trainings (such as sexual harassment modules),
and employee scheduling.

Full service packages include dispute resolution, mediation, and employee termination. 


We also keep your business in compliance with all state and federal needs such as handbooks, harassment trainings, hourly wage adjustments, and more.






Assist the owners in launching a popular new juice bar in Beverly Hills, California, all while they continue to run a portfolio of other businesses.

  • Project managed full opening of The Art of Juice first retail location

  • Monthly financial management through bookkeeping & profit/loss analysis

  • Hiring & onboarding of new employees

  • Compliance training

  • Inventory management

  • Seasonal menu development

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Ready to schedule your free

30 minute discovery call, so we can start strategizing together? 

© 2022 by Playbook Advisors.