Our Services
Fiduciary Audits
At KBR Consulting, we understand that fiduciary audits are critical for ensuring the financial integrity and compliance of your organization. Our team conducts thorough audits to assess whether fiduciary duties are being met and identify any potential areas of concern. By analyzing financial practices, investment decisions, and administrative processes, we ensure that your organization adheres to legal and ethical standards. Our goal is to provide clarity, transparency, and actionable insights, helping you meet your fiduciary obligations with confidence and minimize potential risks.
Internal Control Reviews
Effective internal controls are the backbone of a well-managed organization. Our internal control reviews are designed to evaluate the systems in place to safeguard your organization’s assets, prevent fraud, and ensure operational efficiency. We assess your current processes, identify vulnerabilities, and recommend improvements that strengthen your internal control framework. By partnering with us, you’ll gain peace of mind knowing that your internal controls are robust, reliable, and aligned with industry best practices. Our proactive approach helps protect your organization against potential risks while enhancing operational effectiveness.
Regulatory Compliance
Navigating the complexities of regulatory requirements can be a daunting task for many organizations. At KBR Consulting, we help you stay ahead of ever-changing regulations by providing expert guidance on compliance matters. Whether it’s federal, state, or industry-specific regulations, we work closely with your team to ensure that your organization complies with all applicable laws. From reviewing policies and procedures to offering strategic recommendations, our goal is to minimize regulatory risks and keep your organization on the right side of the law, ensuring long-term sustainability and operational confidence.
Risk Management Strategies
In today’s fast-paced and unpredictable business environment, effective risk management is essential for safeguarding your organization’s success. KBR Consulting helps you identify, assess, and manage risks across your operations, from financial and operational risks to regulatory and reputational risks. We work with you to develop tailored risk management strategies that align with your organization’s objectives and risk tolerance. By taking a proactive and comprehensive approach, we help your organization identify and mitigate potential threats, and seize opportunities for growth, all while maintaining a resilient and adaptable organization.
Governance & Oversight Support
Good governance is essential for maintaining trust and accountability within your organization. Our Governance & Oversight Support service ensures that your leadership teams and boards are equipped with the tools and processes they need to make informed decisions, oversee organizational performance, and uphold fiduciary duties. From board evaluations to governance structure assessments, we provide insights and recommendations that help improve oversight and decision-making. We collaborate with you to strengthen governance practices that foster transparency, trust, and long-term organizational success.
Due Diligence Services
Making informed strategic decisions requires more than just financial analysis, it demands a clear understanding of operational controls, compliance posture, and risk exposure. At KBR Consulting, our Due Diligence Services focus on evaluating the operational integrity, control environment, and regulatory readiness of potential investments, partnerships, and business opportunities. We assess key aspects such as internal control frameworks, governance structures, compliance practices, and operational risks to provide you with a comprehensive view of the organization beyond the balance sheet. Whether you’re exploring a merger, acquisition, outsourcing arrangement, or strategic alliance, our insights help you identify red flags, validate capabilities, and move forward with confidence.
Policy and Procedure Development
Strong policies and procedures are essential for ensuring consistency, compliance, and operational efficiency. At KBR Consulting, we assist organizations in developing clear, effective policies and procedures that align with regulatory requirements and internal goals. We work with your team to create documents that guide day-to-day operations, mitigate risks, and reinforce best practices across departments. By establishing well-crafted policies, we help you create a culture of compliance and efficiency that minimizes risks and supports your long-term organizational objectives.
Regulatory exam preparation
Navigating regulatory examinations can be complex and high-stakes, especially for financial institutions, wealth management firms, and bank trust departments. At KBR Consulting, we provide expert support to prepare your organization for regulatory exams with confidence. Our team works closely with your staff to assess exam readiness, identify potential areas of concern, and address compliance gaps. We assist in compiling documentation, reviewing internal controls, and conducting mock examinations that mirror the regulatory process. By proactively preparing for exams, we help ensure that your organization demonstrates compliance, mitigates risk of findings, and presents a strong, well-organized posture to examiners. Our goal is to streamline the process and support successful regulatory exam outcomes.