top of page
JMB-Compliance-logo
Engagement Overview

Standard Package

You have real compliance needs, and you want a real compliance program. The Standard package is built for growing organizations that want someone watching their back, not just answering questions when they think to ask. You get a live compliance monitoring dashboard, quarterly reminders, investigation guidance, and a full program roadmap with annual reviews. This is compliance that moves with your organization.

Rate

$3,500 / Month

Advisory Hours

Up to 8 Advisory Hours / Month

Business Meeting Arrival

What’s Included

1. High-Touch Initialization & Deep Architecture

  • In-person kickoff (Austin Metro Area)

  • 3-week onboarding strategy sprint

  • Full compliance & risk assessment at onboarding

  • Full program build roadmap with phased milestones
     


2. Continuous Governance, Analytics & Dashboard Mastery

  • Custom compliance dashboard (Refreshed quarterly)

  • Program compliance report analysis (Twice yearly)

  • Annual KPI strategy call (Included)

  • Quarterly 90-day planning summary

  • Automated monthly reminders

 
3. Accelerated Advisory & Operational Response

  • Monthly 60-minute check-in call

  • Quarterly policy check-in

  • Annual roadmap review & annual strategy review

  • Email access + occasional quick calls (Within allocated hours)

  • Responses within 1 business day

 
4. Advanced Risk Management & Tactical Safeguards

  • Full annual compliance and risk assessment with a mitigation plan

  • Contract compliance checklist + consulting support (Within retainer hours)

  • Compliance investigation guidance

 
5. Ecosystem Perks & Value Drivers

  • Monthly regulatory newsletter

  • 15% discount on all compliance training courses

  • 15% discount on any flat-fee project
     

Ready to Secure Your Compliance?

Start your journey with JMB Compliance today. Whether you need a starter roadmap or a full strategic overhaul, we are here to guide your organization through every step of the regulatory landscape.

Schedule Consultation
bottom of page