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Financial Consultation


This service is for the occasional compliance related question.

Our dedicated team of industry experts is ready and waiting to provide you with the hourly compliance consulting services you need to achieve the peace of mind you deserve in your firm.


Our consulting sessions are tailor-made to suit your firm’s size, needs, and goals, so feel free to reach out to us for more information. Here are some of the benefits of working with us to navigate the complex landscape that is compliance:


We’re Affordable

Instead of hiring an entirely new employee to manage and oversee your compliance program, your firm can rely on our hourly compliance consulting services instead. This is an incredibly cost-efficient way to gain the same level of insight and support that you would receive from an in-house employee without the need to hire them as a long-term addition to your team.


We’re Experienced

We’ve worked with a variety of firms throughout the years – big and small – which has helped us refine our consulting services to achieve the very best results with the least amount of hassle. Our business is firmly rooted in our experience in regulatory compliance and professional auditing.


We’re Ready to Work with You

We’ll review your existing compliance program to determine what we should do and how we should do it. Our insight will help you determine whether or not your firm is still moving in the direction of your goals and milestones or if we need to shift your compliance strategy to suit your long-term goals.


Book An Hourly Compliance Consultation Now

Our rate for hourly consulting services is $325 per hour billed in 15-minute increments.   If you have any questions about certain aspects of your firm’s compliance programs or strategies and how you can improve them, reach out to our team by filling out the contact form below and share the information we need to support you.  


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