Review
Identify relevant obligations, assess agreed records, and explain the gaps.
Governance & organizational records
Better records. More confident decisions.
Make your essential documents, leadership responsibilities, and decision processes easier to understand, locate, and maintain.
The governance framework
Clear ownership.
Better-kept decisions.
- 01
Find the records
What exists and who holds it
- 02
Clarify the gaps
Policies, approvals, responsibilities
- 03
Create a working structure
Owners and maintenance priorities
STRATEGY COMPLIANCE GROUP
By The Strategy Counsel
Is this the right fit?
Support shaped around your situation.
Leaders and boards with scattered records, unclear document ownership, or policies that need review before their organization’s next stage.
What you can receive
- 01
Inventory of agreed core organizational records
- 02
Governance and policy-gap review
- 03
A structure for approvals, records, and document ownership
- 04
Prioritized document-development recommendations
Before we begin
The right information makes the review more useful.
- Existing bylaws, operating documents, and policies
- Available minutes, resolutions, and approvals
- Leadership roles and the decisions causing friction
We agree on an appropriate document-transfer process after engagement. Do not upload sensitive records into the consultation scheduler.
The distinction matters
Review. Prepare. File. Represent.
Four different responsibilities. Your engagement should say exactly which ones are included.
Prepare
Develop specified documents or materials only when that work is included.
File
Confirm who approves and submits each filing, and who retains the receipt.
Represent
Accept a defined matter with the necessary qualifications, agreement, and authorization.
How we work
From uncertainty to a practical plan.
Four connected stages. A scope shaped around the support you actually need.
- 01 ↗
Assess
Understand the organization
Clarify activities, records, jurisdictions, and the questions that need attention.
- 02 ↗
Organize
Make the gaps visible
Bring obligations, missing documents, and responsibilities into a usable structure.
- 03 ↗
Act
Agree the next steps
Set priorities and distinguish advice, preparation, filing, and representation.
- 04 ↗
Maintain
Build a review rhythm
Use agreed calendars and check-ins to keep responsibilities visible over time.
UNDERSTAND ORGANIZE ACT
Connected expertise
A stronger foundation
is built in the details.
Tax obligations, governance, records, and follow-through should support one another—not compete for your attention.
Find the right supportTHE CONNECTION
Clear obligations.
Organized records.
Practical next steps.
One coordinated approach06 / SERVICE AREAS
01
Business Compliance
Entity-status and record review
02
Tax Compliance Readiness
Filing-obligation review
03
Nonprofit Compliance
Status and filing-history review
04
Church & Ministry Support
Organization-specific obligation review
05
Governance & Records
Board and organizational records review
06
Ongoing Compliance Support
Tailored compliance calendar
The engagement defines the obligations reviewed, work performed, and responsibilities retained by your organization.
Choose your starting point
The right support. A clearly defined scope.
Start with a review, build an action plan, or establish ongoing support.
One-time review
Compliance Checkup
Leaders who need to understand where their organization stands.
Starting at$350USD · one-time professional fee
- Review of agreed records and obligations
- Written findings and priority gaps
- Recommended next steps
One-time project
Compliance Action Plan
Organizations ready to turn identified gaps into a practical work plan.
Starting at$750USD · one-time professional fee
- Prioritized corrective-action roadmap
- Responsibilities and document checklist
- A calendar for agreed obligations
Monthly support · custom scope
Ongoing Compliance Support
Teams that need a recurring review rhythm and coordination capacity.
Starting at$650/monthUSD · monthly professional fee
- Maintained calendar of agreed obligations
- Scheduled reviews and document follow-through
- Progress priorities for leadership
Clear expectations
Know what’s included. Know what comes next.
An informed engagement begins with the right questions.
Where should we start?
If you are unsure what needs attention, ask about a Compliance Checkup. If gaps are already identified, an Action Plan may be the more useful starting point. We confirm fit before recommending an engagement.
Do you serve businesses, nonprofits, and churches?
Yes. We tailor the review to your organizational type, activities, locations, and agreed scope. A church, a charitable nonprofit, and a for-profit business should not automatically receive the same checklist.
Does a review include preparation and filing?
Not automatically. Reviewing an obligation, preparing a document, submitting a filing, and representing a client are different services. Your written engagement identifies exactly which tasks are included and who is responsible.
Do you handle every IRS matter?
No. Selected notice reviews and tax-compliance matters are considered based on scope and capacity. Complex collections, audits, appeals, and other specialized matters may require a separate engagement or referral.
Does booking a call establish representation?
No. The 15-minute introductory call is for fit and next steps. Legal or tax representation begins only after appropriate acceptance, an engagement agreement, and any required authorization.
Can you work with our accountant or bookkeeper?
Yes, where authorized and included in scope. We clarify who supplies records, prepares returns, approves documents, and submits filings so responsibilities are not assumed or duplicated.
How are fees and timing determined?
Published prices are starting professional fees in USD. After reviewing the organization, records, jurisdictions, complexity, and deadlines, we confirm a fee, payment structure, timeline, and scope in writing. Meetings and revision allowances are specified in the proposal; no universal allowance is advertised.
Can you guarantee compliance or penalty relief?
No. A scoped review cannot guarantee complete compliance, approval, penalty relief, or a particular agency outcome. Your organization retains its responsibilities and must provide complete, accurate information.