HOW IT WORKS
A clear process from first conversation to filed.
Engagement process
Initial consultation
We start with a conversation about your business — your entity structure, existing permits, active markets, and the work you need help with. No forms to fill out in advance. Just a direct discussion about where things stand and what needs to happen.
This conversation typically takes 30–45 minutes. We'll ask about your business type, license types, the states where you operate, and any immediate deadlines or concerns. You don't need to have everything organized before we talk.
Scope and proposal
After the initial consultation, we prepare a written proposal that defines the scope of work, the service fee, and any government costs that apply. You review it before anything starts.
The proposal distinguishes recurring service fees from government fees and one-time project costs. It also identifies what we'll need from you — documents, records, approvals — and any known timing constraints. We don't begin work until the scope is agreed.
Onboarding and setup
Once the engagement is confirmed, we collect the information and documents needed to begin. For ongoing compliance, this includes a review of your existing filings, licenses, and records to establish a baseline.
Onboarding typically involves a checklist of documents and information specific to your business type and the services in scope. We'll identify any gaps in your records and flag anything that needs to be addressed before regular compliance work can proceed.
Ongoing work and communication
With the baseline established, we manage the recurring compliance calendar — preparing filings, tracking deadlines, and keeping you informed. You hear from us when something needs your attention, not just when a deadline is approaching.
For project engagements, we work through the defined scope and communicate progress at key milestones. For ongoing compliance, we maintain a filing calendar and proactively flag anything that requires your input or decision.
SHARED RESPONSIBILITIES
What we handle. What you handle.
A compliance engagement works best when both sides understand their role. Here's how responsibilities are divided.
TIMING & EXPECTATIONS
What affects timelines.
Agency timelines, document readiness, and business complexity all affect how quickly compliance work moves. We'll give you realistic expectations — not optimistic ones.
YOUR NEXT STEP
Start with a conversation.
Tell us about your business and the work you need help with. We'll discuss the right scope and structure — no commitment required.
Request a Consultation