How we work with you

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We evaluate your existing compliance program based on regulatory requirements and industry demands, and take the following approach:

• A Q&A session with you focused on Regulatory Compliance, Data Protection and Information Security; using our proprietary software
• Review of your compliance manual, website and marketing materials
• Review of sample files for accuracy and completeness
• We document our findings and make recommendations based on your specific circumstances
• We deliver succinct findings and help you prioritize your next steps.

Our Value Proposition is simple: 

• You don't have the time to become a compliance expert at the expense of growing your business, but you do need assurance that your compliance program is what it needs to be. 
• We offer independent, professional and objective advice tailored to your needs without the costs and overhead associated with a national consulting firms.