Exclusive Services
From assessment to correction to continuous protection — ComplianceFi supports your agency at every stage of compliance.
1
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:
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Foundational Compliance Review
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Client, staff, and administrative file review
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Written compliance findings report
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Prioritized risk assessment
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Corrective action plan with timelines
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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:
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Everything in the Foundation Plan
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Hands-on compliance correction guidance
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Policy & procedure updates
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Supervisory visit & service agreement tracking setup
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Staff file and training compliance support
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Documentation standardization
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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:
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Monthly compliance monitoring
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Ongoing file audits and documentation review
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Regulatory update tracking
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Deadline and expiration tracking
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Ongoing consultative support
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Priority response for audit or complaint preparation
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Annual compliance summary report
Investment: Starting at $1,250/month
(3-month minimum commitment)
Pricing adjusted based on census size and service complexity.
