Business Consulting

Client List: Fractional Finance/Accounting Roles

By | Business Consulting, Client, Finance & Accounting

Fractional CFO/Controller

Nonprofit Clients

Goodwill of Central Virginia

Trinity Episcopal School

Visual Arts Center of Richmond


For-Profit Clients

Activation Capital

Boldtrunners and Cannadips

Virginia Beer Wholesalers

Virginia Estate and Trust Law


Fractional Bookkeeping/Senior Accounting

Nonprofit Clients

Disability Law Center

Historic Richmond Foundation

James River Association

NextUp RVA

Second Presbyterian Church

The Community Foundation

Visual Arts Center of Richmond


For-Profit Clients

Boldtrunners and Cannadips

Hilb Group

Virginia Beer Wholesalers




January 2022: HR strategies for a Prosperous 2022

By | Business Consulting, Human Resources

HR Strategies for a Prosperous 2022: Employee Retention Essentials

By: Beth Williams

While the Omicron variant has created a chaotic start to the new year, organizations still need to evaluate their HR policies to position themselves for a successful 2022. With unprecedented quit rates in 2021 and employees requiring more than just “work” and “pay,” —  this year’s focus should be on employee retention strategies for job satisfaction and initiatives to support recruiting efforts.

Regardless of whether your team is working virtually or in person, here are three steps leaders can take to invest in your employees’ well-being to build engagement and keep your workforce happy in 2022!

Read More

December 2021: Advice to Achieve Success & Happiness

By | Business Consulting, Finance & Accounting

Advice to Achieve Success and Happiness: Reflecting on a 40-year career

By: Gene Gregory

Having worked more years than I like to admit, there are a few things that I have learned that helped me succeed and find fulfillment in my work.  While we all approach our work careers differently, I hope my experiences will resonate with you. Here are three things I attribute to my continued success and passion:

  1. Define and evaluate career goals.
  2. Strive to make the most of the workday.
  3. Never stop learning.

Read More

July 2021: Post-Pandemic Challenges in the New Workplace

By | Business Consulting, Human Resources

Post-Pandemic Challenges in the New Workplace

In 2020, many business leaders successfully transitioned their teams to remote work, pivoting to meet the demands of the pandemic. Managing a virtual workforce presented many challenges in the beginning. Now, fast forward to 2021. The pandemic is starting to recede, and leaders are faced with the next challenge — moving to a post-pandemic work environment. With company culture and continued success being key decision-making factors, it is equally important for leaders to listen to their teams to ensure that engagement, productivity, and retention remain high. With deep considerations to be made when developing the return-to-work model, our team of HR experts shares their top pieces of advice to help you support your business.

Read More

June 2021: Post-Covid Sustainability, Frantic Schedules & Waltzes

By | Business Consulting

Post-Covid Sustainability, Frantic Schedules & Waltzes

When I was much younger, I attended a formal wedding and waltzed with a guy who was an amazing dancer.  We didn’t just do the “ONE, two, three” waltz; we used the whole dance floor with circles that I had only seen in movies.  I did my best to keep up, but I finally had to ask to slow down because I was dizzy.  He then confessed, “I don’t know how to slow down.”

I think that describes where we are now.  We went from working really hard pre-Covid into a higher gear, and it hasn’t slowed down as we head into whatever a post-Covid (we hope) world brings.  I’ve noticed that I can send an email anytime between 6 am and 11 pm and get a quick response. I move almost seamlessly from one video conference to another and am happy about the efficiency.  During my drive to an in-person meeting last week, I thought about all the things I could have been working on if I hadn’t had to be in the car. Anything that requires a block of time to complete (like this short article) has to be done on the weekend.  I don’t think I’m alone.

Read More

May 2021: Risk Management

By | Business Consulting

The COVID-19 pandemic has changed the landscape of how we work. This change has exposed vulnerabilities and created real potential threats to everyone.

Risk management is the process of identifying, assessing, and controlling threats, like COVID-19 pandemic-related changes. Potential threats can originate from financial uncertainty, supply chain disruptions, legal liabilities, strategic management errors, accidents, and natural disasters. The pandemic exposed unprecedented risks. This article covers how to protect your business against disruptions due to the compromised supply chain, pervasive uncertainty, new data security risks, and the accompanying liquidity/financial risks.

Read More

April 2021: Understanding the Employee Handbook

By | Business Consulting, Human Resources

What is the Employee Handbook, and why is it important?  By: Kevin Grey

The employee handbook is often an overlooked tool. Many view it as a dull document that only serves to fulfill human resource requirements. However, when used correctly, it has a great ability to help support the company culture to set your organization up for success.

An employee handbook, also known as an employee manual or guide, is a book given to employees by the employer. This book contains job-related information that covers the company’s core values, mission/vision statement, code of conduct, general information on holidays, promotions, company perks, and policies (**policies not required by law), as well as other information modeled after employment laws. The purpose of the employee handbook is to provide a consistent set of policies and procedures. It can also protect the employer from lawsuits because it spells out the at-will employment relationship and employee rights.  It is also a supportive tool to communicate the company culture.

Read More

March 2021: Nonprofit Governance- Getting to Great

By | Board Development, Business Consulting, Nonprofit

Click Here: Nonprofit Governance Getting to Great


Katherine Whitney works closely with nonprofit organizations in Board governance, strategic planning, organizational development, and Executive Director/CEO searches. Warren Whitney is grateful for the opportunity to support you and your organization. If you have any questions or seek further clarification, please call us at 804.282.9566 or email Katherine Whitney at or Stephanie Ford at .

We Make Potential Happen.

January 2021: Four Succession Planning Steps

By | Business Consulting, Human Resources, Succession Planning

Four Succession Planning Steps for 2021

Generally, businesses have two sources of irreplaceable knowledge – people and database(s). If either is lost, years of insight can be erased in an instant, forcing companies to learn a hard lesson. While organizations recognize the need to implement data backups, fewer see the critical nature of developing a succession plan. The key to successful succession plans is not waiting for signs a transition is needed, but proactively developing a plan and options. This will ensure knowledge is shared from person to person long before any departure and that your company is prepared for the future.

Read More