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
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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.
Or call (470) 645-2666
