Your Compliance Support Starts Here
Practical tools, staff training, and expert guidance to help you protect client data and meet today’s privacy and fraud prevention standards.
Who We Help
We work with small businesses—like law offices, personal service professionals, and wellness professionals—anyone who collects or stores personal information.
Whether you’re building your first compliance program or reviewing your existing process, we offer flexible solutions to help you stay protected and compliant.
Our services
Provide a general summary of the services you provide, highlighting key features and benefits for potential clients.
Launch & Setup Services
Start your business the compliant way with our hands-on support for registration, filings, and regulatory setup.
Register your LLC or business entity
Apply for your EIN and navigate state filings
Complete your BOI (Beneficial Ownership Information) report
Get MSB registration guidance (if applicable)
Best For: New business owners, solopreneurs, and startups who want to build on a strong compliance foundation from day one.
Staff Training & Workshops
Live or recorded training sessions that teach your team:
How to protect client data
What compliance rules apply to your business
How to recognize suspicious activity
Best For: Teams with access to personal or financial information.
We evaluate your existing systems to find blind spots in:
Data handling and storage
Transaction monitoring
Employee protocols
Best For: Businesses unsure if their current systems meet compliance standards.
Risk Assessments
