Quick Services
Fast, scoped support designed to give you clarity without a long engagement.
Business Compliance Q&A ▾
One focused compliance or startup-related question answered via email. Delivered within 3 business days.
Policy / Document Review (Light) ▾
Light review of one document (policy, SOP, or form) with written feedback. No redrafting included.
AR Snapshot Review ▾
One-time review of your AR aging report with written guidance on overdue balances and priorities.
Additional Quick Services
These are scoped entry-point services that align with our expanded service lines.
Financial Cleanup & Bookkeeping Readiness Snapshot Request scope▾
A quick review to identify cleanup needs, key categorization issues, and the fastest path to CPA-ready books.
AR Visibility & Cash-Flow Snapshot Request scope▾
A fast review of AR exposure and cash-flow pressure points with practical written recommendations. No collections performed.
Internal Controls & Financial Risk Snapshot Request scope▾
A concise review of approvals, workflows, and common control gaps with a prioritized fix list. Advisory-only (no testing).
Incident Readiness Intake (Advisory Only) Apply▾
Structured intake and incident documentation support to identify risk exposure and next steps. Not an investigation.
Case Documentation Preparation Apply▾
Documentation-only support to organize records, build timelines, and prepare internal summaries. No interviews, evidence collection, or conclusions.