Advisory and Consultation SERVICES

We work with management and officials to develop internal controls, and independently assess your operation’s risks according to your complexity and areas of operation, providing real-world recommendations for process improvements.

Examiners expect a regular review, usually by an independent source of your compliance with a variety of regulations. Your size and complexity govern the frequency of these reviews.

Should you have a sudden loss of a key manager, we can help cover the absence by recommending skilled (often recently retired) management, until you can reasonably fill the position.

There are frequently bits of knowledge or relationships that are left missed when someone in management leaves, and relationships with vendors that may be unaware of the change. We examine frequent areas including key controls, that need to be addressed with a key management change.

Sometimes a new operation or change in systems creates difficulties in developing a budget that is realistic. We have in the past worked with management teams to forecast a realistic budget moving forward, including modeling and forecasting for new operations.

Staff and officials need realistic planning and training in a variety of compliance areas, as well as financial competency. Frequently, new management and officials are left to fend for themselves, which your examiners and auditors find unacceptable.