Identify Priority Control Risks and the Next 30 Days of Action.
A fixed-fee management advisory review for small organizations that need practical insight into controls, fraud exposure, and corrective action.
The QuickScan is a management advisory service—not an external audit, attestation, legal opinion, regulatory certification, or guarantee. It is designed to help leaders identify priorities and make informed next-step decisions.
Where I Can Help
QuickScan Review
Review up to five documents and conduct a 90-minute management interview focused on the areas most relevant to your organization.
Priority Memorandum
Receive a two-page prioritized risk-and-controls memorandum with practical next actions for the next 30 days.
Policy or Checklist Upgrade
Add one revised policy or control checklist when you need a tangible implementation tool.
Implementation Support
Extend the work with 30-day implementation support or an ongoing advisory retainer after the first project.
"Clear priorities first. Stronger controls next."
QuickScan: $495. QuickScan plus one revised policy or control checklist: $745. Thirty-day implementation support: $1,250. Ongoing advisory retainer after the first project: starting at $750 per month. Projects above $1,000 are scoped in writing and begin with a 50% deposit.