General Advisory

Flexible Support for Evolving Operational Needs

Not every operational need fits neatly into a single service category. Stable Rock provides flexible advisory and execution support for firm-specific projects, including vendor oversight, operational continuity, policies, systems selection, and platform changes.

SERVICE PROVIDER SELECTION AND OVERSIGHT

Evaluation, selection support, performance monitoring, and coordination across administrators, auditors, tax advisors, and other key partners.

LAUNCH, GROWTH, AND DISSOLUTION ADVISORY

Targeted support for new initiatives, platform expansion, structural changes, and wind-down planning that fall outside a defined service scope.

OPERATIONAL CONTINUITY AND DISASTER PLANNING

Development of continuity frameworks, documentation standards, and response planning to support operational resilience.

POLICY AND PROCEDURES DEVELOPMENT

Creation and refinement of operational policies, governance documentation, and workflow standards aligned with your structure and regulatory profile.

TECHNOLOGY AND SYSTEMS SELECTION

Advisory support for evaluating and selecting accounting systems, reporting tools, workflow platforms, and other operational technologies.

Vendor evaluation, transition, or oversight projects

Operating model refinement and workflow improvement initiatives

Business continuity and disaster recovery planning

Systems selection and implementation support

Policy documentation and governance framework development