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Ongoing Advisory & Training

Senior Expertise.
On Your Terms.

Fractional advisory support, structured training, and ongoing strategic guidance — for finance and audit teams that need senior expertise without a full-time hire.

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Ideal For

Who This Is Built For

  • Finance and audit teams that need senior-level guidance without adding headcount
  • Organizations navigating rapid growth, a transaction, or a period of elevated scrutiny
  • Teams building internal capability — leaders who want their staff trained, not just supported
  • Companies that want a trusted advisor in their corner on an ongoing basis
  • Organizations with periodic needs — quarterly reviews, annual training, pre-audit prep
Engagement Models

How We Work Together

  • Fractional Advisory Retainer — ongoing senior support at a defined scope. Weekly or monthly touchpoints, strategic guidance, and direct access to Alyssa throughout.
  • Team Training & Workshops — structured sessions on SOX fundamentals, controls documentation, audit evidence standards, or AI in compliance. Custom-built for your team’s level and needs. Looking for standalone AI training for your broader team or business? See AI Training →
  • Ad Hoc Advisory — project-based support for specific questions, decisions, or situations that fall outside your existing team’s expertise. Engaged as needed, no retainer required.
  • Pre-Audit Readiness Review — a focused engagement ahead of an audit cycle to assess readiness, identify risks, and align the team on what to expect.
Why It Works

Founder-Led. Senior-Executed.

You’re not getting a junior analyst backed by a senior name. Alyssa is your point of contact, your reviewer, and your strategic sounding board — for as long as you need her. Flexible scope. Direct access. Senior judgment on every decision that matters.

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What’s Covered
  • SOX compliance and controls advisory
  • Internal audit process and methodology support
  • Audit readiness and pre-audit preparation
  • Risk assessment and control design
  • Control documentation standards and best practices
  • AI tools and automation in audit and compliance
  • Team training — SOX, controls, evidence, process documentation
  • Executive and board-level reporting support
How It Works

Simple to Start. Flexible by Design.

Every engagement starts with a discovery call and is scoped to what you actually need — no long contracts, no bloated retainers.

Step 1
Discovery Call

30-minute conversation to understand your team, your situation, and what kind of support would actually be useful. No pitch deck. Direct and practical.

Step 2
Scope & Proposal

Within 5 business days you’ll receive a clear proposal — engagement model, scope, and pricing. Retainer, project-based, or workshop format depending on what fits.

Step 3
Engagement Kickoff

Once agreed, we move quickly. No lengthy onboarding. Alyssa is your direct point of contact from day one — context builds fast, value comes early.

Step 4
Ongoing or Project Close

Retainer clients get regular touchpoints and direct access as needed. Project engagements close with a clean handoff — documentation, context, and next steps your team can actually use.

Ready to get started?

Book a 30-minute discovery call. No pitch deck. Direct conversation about where you are and what you need.

Book a Discovery Call Providing Advisory services only — not legal, tax, audit, or attest opinions.