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Records Health Check
A structured review of what records you have, where they live, what's missing, and what to fix first. The starting point for every engagement.
New Ownership Records Transition Review
For newly acquired properties and businesses: inventory the transferred records, report what's missing, track unresolved items, and deliver a 30/60/90-day transition plan.
Key-Person & Employee Handoff Review
When a key person leaves or changes roles: capture what they hold, document responsibilities and access, and make the handoff dependable.
Software Exit Records Package
Leaving a property-management system, CRM, or accounting platform? We extract, organize, and index your records before access disappears.
Business Records Continuity Plan
A written plan so your organization keeps operating if one person, system, device, or office becomes unavailable.
Deepen your readiness
Business Records Continuity Vault
A maintained, organized, access-controlled vault of the records your business cannot afford to lose.
Insurance & Loss Records Organizer
Policies, schedules, proof of condition, and loss documentation — organized before you ever need to file a claim.
Funding, Grant & Contract Evidence Room
The records that funders, agencies, and auditors ask for — assembled, indexed, and connected to the activities they prove.
Dispute Records Organizer
When a dispute is coming, we organize the records that tell your side — chronologies, indexes, and proof-of-connection tables for your professionals to use.
Proof-of-Connection Review
Connect every charge, payment, decision, and event to the record that supports it — and flag the ones that have no support.
Monthly service levels
Recurring support, sized by written scope — entities, properties, units, accounts, transactions, documents, users, and storage volume. Final pricing published soon.
- Records Organization
- Records & Bookkeeping Readiness Support
- Property Records Management
- Annual Records Health Check
- Business Continuity Membership
- Life Ready Membership
- Records Readiness Library subscription
Published pricing coming soon — book a consultation for a scoped quote