Retired IRS-CI Special Agent · CPA · CFE · Texas PI #A28599601
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Business Consulting & Advisory.

Fraud-risk assessments, internal-control reviews, and AML/BSA advisory — built on a federal investigator’s understanding of how things actually go wrong.

Engagements

Where outside expertise meaningfully changes the outcome.

  • Fraud-risk assessment and control-gap analysis
  • Anti-money-laundering (AML) and BSA program reviews
  • Internal-control design for small and mid-size businesses
  • Audit-committee and board advisory on fraud allegations
  • Construction-finance and draw-management oversight
  • Pre-acquisition forensic due diligence
  • Whistleblower-program design and intake
Approach

Senior. Confidential. Hands-on.

Every engagement is led personally by the firm’s principal. There is no junior team, no churn, and no learning curve billed to the client. Work is scoped tightly with fixed-fee or capped-fee arrangements where possible.

The firm also serves as an outside fraud-investigation and AML resource to other accounting and law firms on a white-label basis.

Discuss your matter, in confidence.

Every engagement begins with a no-cost initial conversation and conflict check. Response within one business day.