Advisory services
Control, clarity, and compliance — built for your stage.
Prepare for your first SOX cycle, remediate a control gap, or modernize an established program with senior-led advisory support.
Engagement options
Four ways to work together.
Expand each option to compare fit, scope, and investment. Every engagement is confirmed in a written scope before work begins.
SOX & Controls Health CheckDiagnostic · $5,000
A focused, 3–4 week assessment of one control environment or readiness question.
- Current-state document review and walkthroughs
- Gap assessment against the relevant audit, lender, or investor standard
- Written findings memo and prioritized remediation roadmap
- 60-minute recommendations debrief
Credit: The diagnostic fee is credited toward a larger engagement if that engagement begins within six months of the diagnostic.
Controls Remediation & RevampSprint $40K · Full $75K–$100K
Scoped remediation for a defined set of findings or a broader rebuild across processes and entities.
- COSO-aligned framework redesign
- Finding and material-weakness remediation
- Narratives, flowcharts, and control documentation
- Control-owner coaching and auditor coordination
Audit Optimization & AutomationAI Operating Day $10K–$12K · Sprint $40K
Modernize evidence, testing, documentation, and recurring audit workflows without weakening governance.
- Workflow assessment and redesign
- Control and evidence automation
- Technology evaluation and implementation
- Standardized workpapers, templates, and handoff
Ongoing Advisory & TrainingRetainer from $3,500/mo
Senior support for teams that need continuity without a full-time hire.
- Monthly or weekly advisory cadence
- Control-owner and team training
- Program maintenance and audit-season support
- Decision support for new systems, processes, or events
How pricing works
The ranges show the neighborhood, not a quote. Entity count, control maturity, timeline pressure, and scope determine the final fixed fee.
Choose the smallest useful starting point.
A discovery call is often enough to determine whether you need a focused diagnostic, a sprint, or a full engagement.