We replace opaque consulting engagements with programmatic audits. Secure IRS Safe Harbor for your clients through instantaneous, objective peer group data.
For decades, boards and their advising CPAs relied on manual data gathering to justify executive compensation. This process invites human error, introduces unacceptable delays, and artificially inflates compliance costs.
Compliance is a strict liability requirement, not an open-ended consulting engagement. By programmatically parsing 352,000 officer records across 13,000 organizations, we deliver the exact peer group data that Fractional CFOs and law firms need to protect their clients.
Our platform is governed by a Strategic Advisory Board of veteran executives and CPAs who ensure our algorithmic peer groups meet the exacting standards of IRS examiners.
With two decades auditing large-scale institutional nonprofits, Eleanor calibrates the OrgMetrics Safe Harbor checklist to meet the precise tolerances expected by IRS examiners and corporate counsel.
Marcus represents the rigorous demands of the B2B practitioner. He guides our wholesale reporting architecture, ensuring boutique advisory firms can seamlessly integrate our data into client deliverables.
Having navigated complex board compensation reviews, Sarah ensures our platform delivers clear, actionable documentation for board members facing personal fiduciary liability.
Generate a single Safe Harbor report or secure wholesale access for your entire practice. Protect your clients with institutional precision.