Who we serve
Audit leadership for organizations with a mission and a lean team.
Higher education, healthcare, nonprofits, and community banks and credit unions: sectors where accountability is public and audit teams are small.
What they share
Different missions. The same audit pressures.
Our sectors
Where we work, and what we fix.
Higher Education
Audit that keeps pace with decentralized campuses and federal funding rules.
The audit pressures
- Federal funding and grant compliance
- Decentralized departments and controls
- Board and trustee reporting
Services that fit
Standards & QAFractional CAEFraud Risk Readiness
Our experience: Dr. Charles has held audit leadership roles at Touro University.
Healthcare
Audit coverage for regulation, billing and patient data.
The audit pressures
- Regulatory compliance
- Billing and fraud risk
- Patient data and cybersecurity
Services that fit
Fraud Risk ReadinessStandards & QAAudit Modernization
Our experience: Dr. Charles is a Certified Healthcare Internal Audit Professional (CHIAP).
Nonprofits
Accountability donors and grantors can see, from a lean team.
The audit pressures
- Donor and grant accountability
- Lean teams with wide responsibilities
- Fraud prevention
Services that fit
Fraud Risk ReadinessFractional CAEAudit Modernization
Our experience: Dr. Charles has held a leadership role at World Vision International.
Banks & Credit Unions
Audit that meets regulator expectations as AI and vendors reshape risk.
The audit pressures
- Regulator expectations
- AI and model risk
- Third-party and vendor risk
Services that fit
Standards & QAAudit ModernizationCo-sourced CAE
Our experience: Dr. Charles has held roles at Citibank and American Express.
Beyond these four
Not in one of these sectors?
Our methods work for any mid-sized internal audit function. Clients have included corporate and public-sector organizations.
Start here
Tell us your sector's audit pressure.
We'll show you where to start. Book a readiness call with Dr. Charles.