Records Compliance + Research Consulting
Protecting small businesses and their records through over 10 years of experience
Headquartered in the Pacific Northwest, Precision Records Consulting serves small businesses, legal professionals, genealogists, and researchers locally and remotely. Our practice specializes in all records and compliance matters, from building your first document system to keeping your business audit-ready for the long haul.
Whether you're a small business owner, attorney, historian, or genealogist, we will not only organize and protect your records, but we'll also build the systems that keep them working for you. We bring extensive hands-on experience in financial, legal, and government documentation to every engagement and tailor our approach to your specific needs and risks.
Services Offered
Audit Readiness Review
Most small businesses don't find out their records have gaps until an auditor, attorney, or insurance adjuster is already asking for documents. An Audit Readiness Review changes that. We conduct a thorough review of your records systems, identify what's missing, what's at risk, and what needs to change — then deliver a clear, prioritized report so you know exactly where to focus. One review can save you years of exposure.
Records Compliance Retainer
Staying compliant isn't a one-time fix — it's an ongoing commitment. Our monthly retainer keeps your records organized, current, and audit-ready so you never have to scramble when something unexpected comes up. We handle the review, the tracking, and the follow-up so you can stay focused on running your business. Think of it as a compliance system that runs quietly in the background — until the day you really need it.
Research Projects
Sometimes you need something found. Whether you're an attorney tracking down case records, a genealogist tracing a family history, a historian verifying a source, or an author building an accurate narrative — we bring a trained researcher's eye and a deep background in legal, financial, and government records to every project. If the record exists, we'll find it.
"Every business tells a story. Your records are the proof."
– Carlie Abbott, Founder, Precision Records Consulting
Get in Touch
Have questions about your records management needs? Whether you're looking to streamline operations, ensure compliance, or navigate a complex project, the team at Precision Records Consulting is here to help. Reach out and let's start the conversation.
