Skip to main content

Diagnostic

Schedule a diagnostic

A focused, no-obligation session to see if we are the right partner before you commit to a longer engagement.

  • 30–45 min on your close, audits, and team load
  • Plain-language risk themes we see often
  • No obligation: next steps or referrals

Session

Fit & next steps

Short call; clear read on whether we are the right partner.

What to expect

What the diagnostic includes

One 30–45 minute session tailored to housing finance and audit readiness.

Discovery conversation

Align on audit timing, cadence, and the right people on the call.

Process & controls snapshot

Month-end close, reconciliations, and documentation habits that affect fieldwork.

Risk and gap themes

Plain-language themes common for Public Housing Authorities, HFAs, and LIHTC operators.

Clear next steps

Scoped proposal, phased support, or resources, depending on fit and timing.

Request a time

Schedule your diagnostic

Share a few details and pick a time that works. Your information is used only to prepare for our conversation.

Book a diagnostic call

Loading scheduling form…

Your information is confidential and used only to coordinate this session.

Questions first?

We are happy to walk through the format

Call us if you are unsure whether the diagnostic is the right starting point; we will steer you clearly either way.