Engagement
Compliance Gap Assessment
A structured look at where your current document habits leave the audit trail thin — before those gaps become filing problems.
Who it is for
Growing firms and busy households that file each year but suspect retention, naming, or handoff habits leave the trail hard to follow later.
What you receive
A plain-language gap assessment covering retention points, document naming, handoffs between bookkeeper and filer, and recommended habit changes for the next period.
Included
- Interview on how documents currently move from source to filing pack
- Sample review of one recent period’s support
- Prioritized recommendations you can adopt without buying new systems
Not included
Software selection projects, full policy manuals, or legal opinions. We stay on document practice and trail clarity.
Next step
Ask about an assessment and share your entity type and who currently holds the binders.