Not Sure Where to Start?
Let Us Help.
Through our consulting services, we identify the gaps in your controls and documentation, and transform years of historical files into one approved, audit-ready set of procedures. We manage the work end to end, from the first review to the final sign‑off, with minimal demand on your team's time.
Today
Controls described three different ways
Gaps found first by the auditor
No one sure which version applies
A cleanup that goes stale again
After the Project
Control narratives mapped to U.S. GAAP, SOX and IRS rules
Gaps found, rated and corrected first
One approved version of each procedure
Delivered in SOPure, ready to keep current
How a Consulting Project Works
Scope
Your TeamPicks one process area and names an owner
WeConfirm the scope, the timeline and the fixed fee
Review
Your TeamShares the current files
WeReview your financial controls and every version of the procedure
Remediate
Your TeamYour experts confirm each section
WeDocument the control narratives, rate each gap and correct the procedure
Hand Over
Your TeamApprovers sign off
WeDeliver the approved procedures in SOPure, with review dates set
Your time: one kickoff meeting, a short weekly review, and the final sign-off.
A known cost, agreed before we start.
A typical project, scoped by process area.
Start small. Add areas when you are ready.
What You Receive
Typical areas: SOX controls, tax information reporting and withholding, investor tax reporting and regulatory reporting.
At the End of Every Project
- A review of your controls and current procedures
- Control narratives and reconciliation rules, mapped to U.S. GAAP, SOX and IRS rules
- A gap list with risk ratings, and the corrected procedures
- One approved version of each procedure, delivered in SOPure
How We Measure Success
- 01
Time to Find the Current Procedure
Hours per person per week, asked at the start and again at sign‑off.
- 02
Versions in Use
Counted for each procedure in the review. The project ends with one.
- 03
Owners and Review Dates
The share of procedures in scope with a named owner and a review date. The project ends with all of them.
Put in your own numbers. See the time and money tied up in finding the right procedure, and what comes back.
An estimate from your own inputs, based on 48 working weeks a year. Not a promise of results.
How This Differs From a Typical Documentation Project
| Topic | A typical project | With us |
|---|---|---|
| Fee | Billed by the hour | One fixed fee, agreed before we start |
| What you get | Static files | Approved procedures, delivered in SOPure |
| A year later | Documentation out of date | Review dates and reminders keep it current |
Keep It Current
Each project delivers your approved procedures in SOPure. A SOPure subscription then keeps them current, with review dates, owner reminders and a full record of every change.
See SOPureStart With One Process Area
Tell us where the documentation hurts most. In one scoping call we agree the process area, the timeline and the fixed fee.