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Exclusive Services

From assessment to correction to continuous protection — ComplianceFi supports your agency at every stage of compliance.

Foundational Plan (One-Time Compliance Assessment)

Establish your compliance baseline.

Best for: Startups and agencies needing a clear picture of their current compliance status.

Description:
The Foundation Plan provides a comprehensive snapshot of your agency’s regulatory readiness. We identify gaps, prioritize risks, and give you a clear, structured roadmap for moving forward.

Main Features:

  • Foundational Compliance Review

  • Client, staff, and administrative file review

  • Written compliance findings report

  • Prioritized risk assessment

  • Corrective action plan with timelines

  • One post-review consultation

Investment: Starting at $1,250 ( a one-time fee)
(Pricing based on number of active clients and file volume.)

2

Stabilization Plan (3-Month Intensive Correction)

Correct deficiencies and build structured systems.

Best for: Agencies that are behind, have existing deficiencies, or are preparing for a survey or audit.

Description:
The Stabilization Plan is a short-term, high-intensity correction phase designed to resolve existing compliance risks and build compliant systems. This plan moves beyond assessment into active correction. We guide you through fixing high-risk issues, strengthening documentation systems, and aligning your operations with regulatory expectations.

Main Features:

  • Everything in the Foundation Plan

  • Hands-on compliance correction guidance

  • Policy & procedure updates

  • Supervisory visit & service agreement tracking setup

  • Staff file and training compliance support

  • Documentation standardization

  • Survey / audit preparation support

Investment: Starting at $2,750
(Pricing based on census size, deficiency severity, and system rebuild scope.)

3

Partnership Plan (Ongoing Maintenance & Monitoring)

Ongoing compliance protection and continuous readiness.

Best for: Agencies that want long-term, hands-off compliance oversight and continuous audit readiness.

Description:
The Partnership Plan is a lower-intensity, ongoing monitoring and support engagement intended to maintain long-term compliance after stabilization. This plan provides continuous compliance monitoring and advisory support to keep your agency aligned, audit-ready, and protected year-round.

Main Features:

  • Monthly compliance monitoring

  • Ongoing file audits and documentation review

  • Regulatory update tracking

  • Deadline and expiration tracking

  • Ongoing consultative support

  • Priority response for audit or complaint preparation

  • Annual compliance summary report

Investment: Starting at $1,250/month
(3-month minimum commitment)
Pricing adjusted based on census size and service complexity.

Get in Touch

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