Practical HR review for growing businesses that want to reduce risk and clean up the basics they’ve been handling on their own.
HR Compliance Checkup for Small Businesses
If you have employees but no dedicated HR person, it can be hard to know whether your policies, documentation, and people practices are actually in good shape. Most owners I work with have been figuring HR out as they go. My HR Compliance Checkup helps small businesses identify common gaps, reduce risk, and get clear on what needs attention now versus later - without judgment about how you’ve handled things so far.
Is this checkup right for your business?
Every client I work with has a mix of solid practices, quick fixes, and a few “we’ve just been doing it this way” habits. This checkup is designed for that reality.
It may be a fit if you:
- Have employees but no internal HR leader
- Aren’t sure whether your handbook, policies, or forms are up to date
- Want to catch issues before they become bigger problems
- Need a practical outside perspective without committing to ongoing HR support
- Want to understand your HR risks in plain English
What is an HR Compliance Checkup?
Think of it as a strategic look under the hood. I review your existing HR documentation, processes, and people practices to see where you’re solid and where there might be gaps that could lead to risk or confusion.
It’s not about finding fault. It’s about turning the work you have already done into a clear, professional baseline so you can move forward with confidence.
It’s not about finding fault - it’s about providing you with a clear, professional baseline so you can move forward with confidence.
What’s included
Documentation & Files
A practical review of personnel record systems, I‑9 compliance, and confidential document management to make sure what you’re already doing keeps your data secure and legally compliant.
Policies & Handbooks
Review of your employee handbook and essential workplace policies to make sure they are current, clear, and reflect your company’s culture and legal obligations- whether they were home‑grown, copied, or built over time.
Employee Lifecycle
Assessment of your hiring frameworks, onboarding processes, and termination procedures to reduce risk at every touchpoint of the employee experience, even if things have been mostly informal up to now.
Compliance & Safety
Review of essential labor law posters, safety protocols, and wage/hour practices to spot common gaps before they become costly issues - especially in areas that haven’t been revisited in a while.
What you will walk away with
- A prioritized Action Plan identifying your highest‑priority risks and “we’ve just been doing it this way” areas, with practical steps to fix them now versus later.
- A detailed Summary Report of your HR foundation, highlighting what is currently in good shape and where there are gaps.
- Updated essential forms or policy templates to immediately address the most critical items identified in your review.
- Strategic clarity on whether your growing business needs ongoing HR support or just focused project-based leadership.
- Confidence that your people practices are protected and your HR documentation is clean, up-to-date, and compliant.
Why this works
Practical Clarity
Small business owners don’t have time for 50‑page reports.
You get a streamlined, plain‑English summary of what’s working and what isn’t, so you can move forward without feeling overwhelmed or criticized.
- Focus on immediate gaps
- Clear prioritization (Now vs. Later)
- Practical strategies for implementation
Immediate Risk Reduction
Catching a missing policy, an outdated form, or a misclassified role now can save your business thousands in potential legal fees, disputes, or regulatory fines later-without beating yourself up for not seeing it sooner.
- Independent review of compliance risks
- Catch errors before they become problems
- Strengthen your HR foundation
An Expert Outside Perspective
It’s hard to see the gaps in your own systems when you’re deep in the day‑to‑day. Kelly brings 18+ years of leadership experience to calmly identify issues you might miss and validate what you’re already doing well.
- SHRM-Certified expertise
- Neutral, third-party assessment
- Benchmarks against best practices
Want a clearer picture of your HR foundation?
Identify common gaps, reduce risk, and get clear on what needs attention now versus later based on the HR work you’ve already put in.
Schedule a consultation to talk through your situation and see whether a Checkup is the right next step.