Sword Consulting | Operational Readiness for Small Business
Business systems mapped out on a tablet and printed frameworks

Operational Readiness Packages

Enterprise-grade business infrastructure, assembled and commanded.

Stop burning hundreds of hours on disconnected vendors. We engineer your funding, payments, compliance, IT, and benefits into one integrated, battle-tested operational system.

27 yrs

Air Force Command

MBB

Lean Six Sigma Master Black Belt

COO

Operations Practice

Complimentary

Readiness Assessment

The Friction

You are not short on software. You are short on a system.

Owners burn hundreds of hours stitching together filings, processing, payroll, IT, and lenders — then discover the pieces don’t talk to each other. Overhead leaks. Credit stalls. Audits arrive undefended.

  • One integrated infrastructure instead of eight disconnected vendors
  • Overhead cut through payroll tax strategy, not headcount
  • Bank-ready financials monitored against real lender ratios
  • Recovered cash from overpaid taxes and overturned tariffs

Choose Your Readiness Level

Three tiers. Built for the stage you are actually in.

Tier 1

The Launch-Pad Package

Best For Best for early-stage & spin-offs needing Day-1 compliance and core IT.

Installs complete business plumbing on Day 1 so leadership can focus strictly on sales and client acquisition.

Entity Formation & Compliance

Automated state filings, EIN issuance, and annual reports — no surprise penalties.

Payment & Merchant Setup

POS, card terminals, virtual terminals, online checkout, and invoicing links.

Foundation Credit Building

Reports routine bill payments to D&B, Equifax, and Experian without new debt.

Banking Account Setup & Structuring

Business bank and treasury accounts structured on Day 1, with clean money-in/money-out flows kept separate from personal finances.

Basic IT & Security

Desktop support, cloud connectivity, and core cybersecurity from ~$2.50/day/user.

Tier 2

The Scale-Up Package

Best For Best for growing SMBs expanding headcount, capital, and market reach.

Cuts fixed operating overhead and upgrades workforce infrastructure so you can recruit talent and stay bank-ready.

Workforce & Benefits Infrastructure

Unified payroll, HR, compliance. $0 copay primary care and ~$573/employee annual payroll tax savings.

Funding & Payout Ecosystem

Scalable working capital, payment flow management, and banking infrastructure.

Advanced Funding Readiness

Monitors 7 key lender ratios with peer benchmarking to keep you loan-ready.

Enterprise IT & Cyber Defense

24/7 unlimited help desk, threat detection, EDR, and cyber insurance review.

Customer Acquisition Engine

Pipeline management, automated campaigns, and client engagement in one system.

SOP Development & Continuity

Documented procedures, cross-training, and backup coverage so no single point of failure can stall the operation.

Tier 3

The Shield & Capital Boosters

Best For Best for established operators seeking immediate cash recovery & audit protection.

Unlocks hidden cash trapped in government overpayments while shielding the balance sheet from catastrophic audits.

FICA Tip Tax Recovery

Recovers overpaid FICA taxes on tips from the prior 3 years for restaurants, bars, salons, and hospitality.

IEEPA Tariff Recovery

Identifies and recovers overturned federal tariffs paid by product importers.

Audit Defense & Protection

Up to $50,000 per quarter in legal defense coverage plus active IRS transcript monitoring.

Embedded Growth Marketing

Brand positioning, AI automation, and go-to-market execution on financial data.

The Engagement

The products are the engine. I am the pilot.

01

Operational Readiness Assessment

In 20 minutes, we map your current back-office stack against our Lean Six Sigma readiness framework to pinpoint your exact operational leaks. Zero sales pitch.

02

Prescribe the Package

You get a stage-matched Operational Readiness Package — no guesswork, no software you don’t need.

03

Pilot the Engine

The vendor ecosystem is the engine. Sword Consulting stays in the seat as your executive pilot through execution.

Kevin Sword, founder of Sword Consulting

Command Experience

Kevin Sword

Founder & Principal Consultant

Twenty-seven years of Air Force command taught me that readiness is never accidental — it is designed, rehearsed, and measured. As a Lean Six Sigma Master Black Belt with COO-level operating experience, I apply that same discipline to small and mid-sized businesses.

Sword Consulting is not a software reseller. I diagnose the operation first, then assemble only the infrastructure your stage requires — and stay accountable for the execution.

Lean Six Sigma MBBCOO PracticeIntegrated Vendor Architecture

Front Door

Complimentary Operational Readiness Assessment

We map your back-office infrastructure against our Lean Six Sigma framework to pinpoint operational leaks, compliance risks, and hidden tax recovery opportunities. You receive a clear diagnostic prescription—not a high-pressure sales pitch.

Williamsburg, Virginia 23188

(757) 209-9162

[email protected]