Our Services
Strategy Solutions
Empower your firm’s long-term vision with strategic guidance grounded in deep industry insight and practical execution experience. We partner with your firm to set a clear, actionable strategy by aligning leadership around market trends, diagnosing organizational strengths and gaps, and designing pathways that enhance performance and accelerate growth.
Start off with Our Leadership Discovery Session where we can gain company insights to help you with your business strategy. From this session, areas of improvement are selected based on high-impact actionable recommendations and implementation support. Achieve tangible, measurable improvements in quality, efficiency, and profitability. Our Business Fitness Check then identifies strengths, gaps and opportunities for improvement through a comprehensive assessment using our business transformation framework.
We also provide
Due Diligence and Integrations services.
Support your firm through mergers, acquisitions, and related post-acquisition integrations with the right insights, partners, and framework to ensure alignment, stability, and sustained value.
Quality Management Solutions
As we approach December 15th, firms need practical, scalable support to ensure their Quality Management Systems (QMS) are ready, operational, and sustainable.
We provide tailored QMS Services designed to help your firm confidently implement, operate, and continually enhance your Quality Management System. Whether you are just beginning your SQMS/QC 1000 journey or refining an existing framework, our scalable solutions guide you through readiness, implementation, and ongoing monitoring.
Readiness Assessment
Evaluates your firm’s preparedness by reviewing existing roadmaps, project management plans, resource allocations, key milestones, and potential difficulties.
Adoption Assistance
Resources to support and compliment your team, including assistance in design, analysis, or development of effective responses to quality objectives and related risks.
Monitoring & Assessment
Scalable solutions tailored to support your successful monitoring, assessment, and deficiency remediation, including root cause analysis, to support and improve your new QMS.
Service Delivery Solutions
Helping firms elevate audit execution by streamlining workflows, reducing inefficiencies, and strengthening consistency across engagements. We eliminate bottlenecks, improve coordination, and guide teams through new ways of working- leading to faster cycle times, higher quality, and a better experience for both clients and engagement teams.
Continuous Improvement (CI) Services
Our CI Services use Lean Six Sigma methodologies to help teams with the most glaring pain points (significant, recurring quality issues, historically poor execution, poor client or team experiences, major cost overruns, etc.) Our CI services provide your teams with the tools and strategies needed to drive transformative changes and achieve its’ quality, client experience, and overall performance objectives. Our CI Services are scalable to fit individual engagement teams, multiple team cohort groups, industry groups, offices, regions and firm-wide processes.
Change Management and Transition Services
Prepare, support, and guide teams through structured change. Assess readiness, define objectives, and align people, processes, and purpose to achieve smooth transitions and lasting adoption.
Project Management Support
Bring structure, clarity, and efficiency to audit engagements or major project initiatives through direct assistance in planning, fieldwork, and closure, along with coordination, resourcing, and team protocols