Business Audits

Start with an audit. See the value before you commit to anything bigger.

A structured deep dive into how your business runs today — workflows, tools, finances, and risks — delivered as a real, usable set of artifacts you can act on with or without us.

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What exactly is a business audit?

Think of it like a health checkup for your business. We spend focused time on how your business actually runs today — how work flows from a customer's first call to the final paid invoice, which tools you're paying for, and where time and money quietly leak out. Then you get a clear, written picture of what's working, what isn't, and exactly what to fix first.

01

We look under the hood

A guided walkthrough of your day-to-day — your workflow, your tools, your numbers. No judgment, no jargon. You talk, we map.

02

You get it in writing

A plain-English report: a map of how your business runs, a list of every tool you're paying for, and your biggest opportunities ranked by impact.

03

You leave with a plan

A prioritized 90-day action plan you can run yourself — or hand back to us to build. Either way, the roadmap is yours to keep.

Why it's worth it: most owners are too close to their business to see where it's stuck. A few hundred dollars and a couple of weeks often uncovers thousands in wasted spend, lost time, or missed revenue — and if your audit doesn't deliver that kind of value, you get your money back.

Pricing

Pick the audit that fits your business.

Three flat-fee tiers based on team size, each available as a Standard Audit or a Deep Dive that adds team interviews, a financial & benefits review, and a working prototype.

Solo Entrepreneur

Just you (and maybe a contractor or two).

Standard $500
Deep Dive $1,000

Flat fee · 1 week turnaround

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Small Team

Under 5 employees. Tight crew, hands-on owner.

Standard $1,000
Deep Dive $2,000

Flat fee · 1–2 week turnaround

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Growing Team

5–25 employees. Multi-role, multi-department.

Standard $2,000
Deep Dive $4,000

Flat fee · 2–3 week turnaround

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Every audit delivers:

  • Visual workflow map of your sales-to-invoice process
  • Opportunity scorecard ranking findings by impact vs effort
  • A complete list of every software and subscription you're paying for — with honest recommendations on what to cut, what to keep, and what to add to improve how your business runs
  • Where the money's actually made — a margin analysis across your main services, jobs, or customers, identifying which work is genuinely profitable and which is hidden cost, with specific opportunities to reduce cost and increase revenue

The Deep Dive adds:

  • Written PDF report — 1-page executive summary, current-state findings, prioritized opportunities, and 90-day action plan
  • Confidential team interviews — anonymous one-on-one conversations with up to 5 staff members, surfacing what your team sees that doesn't get reported up
  • Custom working prototype — a real artifact you can use Monday morning (bonus calculator, KPI dashboard, SOP template, spreadsheet automation, or a QuickBooks integration)
  • Owner & business financial review — cash flow analysis, plus an honest walkthrough of the major financial decisions facing small business owners: owner compensation considerations (S-corp vs LLC trade-offs), retirement plan options (Simple IRA, SEP, 401(k)), and common insurance gaps (key-person, disability, life). You'll leave knowing the right questions to ask your CPA, financial advisor, and insurance broker — and the framework to evaluate their answers.

Let's Talk

Ready to start with an audit?

Book a free 20-minute call. We'll figure out which tier fits and what matters most to you.