Operations Audit

Behind every confident financial decision is a system that works. Our Operations Audit takes a clear, comprehensive look at your workflows, financial processes, and back-office structure. We identify what’s working, what’s getting in the way, and where small shifts can create big impact. Whether you’re scaling, streamlining, or simply seeking clarity, this service lays the groundwork for better systems—and better decisions.

What We Review

A comprehensive check of your operational backbone:

  • Financial workflows (invoicing, AP/AR, reconciliation)

  • Internal processes (approval chains, reporting rhythms)

  • Software + tool usage (QuickBooks, CRMs, Spreadsheets)

  • Communication and handoffs between roles or departments

  • Back-office efficiency and bottlenecks

  • Documentation, policies, and recordkeeping practices

What You’ll Receive

Clarity you can act on:

  • A written findings summary highlighting what’s working and what’s not

  • A prioritized list of opportunities to improve accuracy, efficiency, and alignment

  • Practical, system-based recommendations tailored to your size and structure

  • Optional implementation support if you’d like help putting it all in motion

Who It’s For

This service is ideal if:

  • Your systems feel messy or reactive

  • You’re planning to scale and want to build on a solid foundation

  • You suspect inefficiencies but aren’t sure where to start

  • You’ve experienced growth and need operations to catch up

Pricing: $150/hr