Affordable housing · Compliance consulting

Clear files.
Confident teams.
Stronger compliance.

Practical file reviews, certification support, and staff training for affordable housing owners and management teams. Bring order to overdue recertifications, documentation gaps, and review preparation.

For HUD-assisted and LIHTC properties, nonprofits, and housing authorities.

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A practical path forward

From open findings to clear next steps.

Our commitment

Know what to expect.

  • Written scope before work begins
  • Program-specific review checklists
  • Agreed document access controls
  • Clear findings and correction tracking

Where we can help

Support the file.
Strengthen the workflow.

Whether you need a focused review or extra compliance capacity, each engagement is tailored to your property’s programs, priorities, and current requirements.

01 / Establish the baseline

File audits &
compliance reviews

Identify missing documentation and completeness issues with a targeted sample by property, program, or risk area.

What you receive

Written findings, a corrective-action tracker, and an agreed follow-up review.

A compliance review—not a financial-statement audit.

02

Certification & recertification support

Move-in, annual, and interim certification processing, with missing-document tracking and deadline coordination.

Deliverables: Draft files for authorized review, a recertification calendar, and status reports.

03

Certification quality control

A focused check of calculations, required forms, signatures, and supporting documentation before client submission.

Deliverables: Correction-package review and preparation for monitoring or management reviews.

04

Staff training & workflow support

Practical onboarding and refresher sessions on file organization, documentation, and day-to-day compliance workflows.

Deliverables: Training outlines and support preparing for industry credentials; we do not issue credentials.

We provide consulting and processing support. Your authorized owner or management agent retains required decisions, approvals, signatures, and program responsibilities.

Engagements & fees

Right-sized support.
Clearly defined scope.

Fees are established after reviewing file volume, turnaround, travel, and secure document access. Start with a scoped pilot review or plan ongoing support—without assuming a one-size-fits-all price.

Pilot or property review
Per-property fee
A defined file sample, written findings, and a correction tracker.
Certification processing
Per-file fee
Move-in, annual, or interim files prepared for authorized review.
Ongoing compliance support
Monthly retainer
Deadline tracking, file support, and recurring status reporting.
Team training
Per-session or package fee
Focused staff sessions, onboarding, and workflow refreshers.

Available services

Review current booking options below. Property-specific work requires an agreed scope.

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Your next step

Make the next review
a clearer one.

Start with your property’s programs, file volume, and most pressing deadlines. We define the scope and access requirements before work begins.

Discover. Define. Review. Resolve.

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