Business systems audit
Find the system causing the most pain.
A focused review of books, CRM, software, workflows, reporting, and handoffs. You leave with a written map of what to clean up first.
$1,500flat fee, one-time
Best fit
When this is the right starting point.
Owners who know the operation is messy but cannot see the root cause.
Teams with late books, unreliable CRM data, repeated reports, or unclear ownership.
Businesses that need a sequence before committing to software, automation, or retainer work.
Operators who want practical next steps instead of another vague consulting call.
Scope
What gets cleaned up.
The work stays practical. We identify the actual operating failure, then repair the system around how the business already runs.
What we review
- QuickBooks and financial reporting health
- CRM, SaaS tools, and adoption gaps
- Manual workflows and repeated admin steps
- Owner dashboards and reporting gaps
- Automation and AI workflow opportunities
What you get
- A plain-language systems map
- A prioritized cleanup plan
- Recommended first project or retainer
- Risks, dependencies, and quick wins
- A clear next step with scope and sequence
Engagement shape
Diagnosis before implementation.
We do not sell a platform, a tool, or a rebuild before the operating map is clear. The first decision is always what not to touch yet.
Map
Books, tools, workflows, reports, owners.
Prioritize
The first fix, dependencies, and risks.
Run
Implementation, cadence, documentation.
Business systems audit map
mappedBooks
unreconciled
CRM
handoff gaps
Reports
manual rebuild
Follow-up
owner memory
47%
manual
18
handoffs
1
first fix
Questions
The practical details.
What does the audit include?
We review your books, CRM, software tools, manual workflows, reporting, and recurring handoffs. You receive a written plan showing what to clean up first.
Who is it for?
Admin-heavy small and midsize businesses with disconnected systems, unclear numbers, manual admin work, or software that the team pays for but does not use well.
Do we need to know what is broken?
No. The point is to find the highest-leverage starting point. Many businesses only know that the operation feels messy.
Bring the messy system.
We will map what is happening, name the highest-leverage repair, and recommend the cleanest next step.