FSA/HSA readiness audits for wellness providers.
We review your website, FAQs, social, GBP, receipts, and front-desk processes — and show you how much revenue you're leaving on the table.
7-section audit
Website, FAQs, social/GBP, SEO, receipts, substantiation, and front desk — scored against IRS 213(d) best practices.
AI-powered, manual where it counts
Sections 1–3 and 6 are automated. Sections 4–5 are manually reviewed for paying clients. Anything uncertain is flagged.
Real deliverables
PDF report plus a shared Google Doc, emailed to the client and available in their portal.