Operations Audit
A structured operational diagnostic that maps your workflows, identifies profit leaks, and delivers a prioritized action plan — in 2-4 weeks. The same framework trusted by $1M-$20M companies across the U.S., Canada, and LATAM.
What We Audit
Are roles clearly defined? Is there overlap, gaps, or confusion about who owns what?
Where are the bottlenecks? Which processes depend entirely on the founder?
Are third-party relationships delivering value? Are contracts optimized?
Payroll accuracy, invoicing timelines, budget adherence, and cash flow visibility.
Are your tools working for you or creating more complexity? Integration gaps and redundancies.
How does information flow? Are decisions getting made efficiently across teams and time zones?
Deliverables
Written analysis of findings across all 6 areas, with severity ratings and impact scores.
Every recommendation includes an owner, timeline, and expected impact. Quick wins flagged separately.
Live session to discuss findings, answer questions, and plan implementation — whether with us or your team.
FAQ
Most audits are completed in 2-4 weeks, depending on the complexity of your operations and the number of team members we need to interview.
A comprehensive written report with prioritized findings, an action plan with owners and timelines, and a 60-minute walkthrough session to discuss implementation.
No. We work alongside your team without disrupting daily operations. We observe, interview, and analyze in real-time.
Many audit clients transition to our Fractional COO engagement to implement the recommendations. The audit investment is credited toward your first month.
Six core areas: team structure and roles, workflow efficiency, vendor and partner management, financial operations, technology stack, and communication protocols.
Book a free 30-minute discovery call. We'll determine if an operations audit is the right starting point for your business.
Book a Discovery CallBefore You Go
27 diagnostic questions to find exactly where your business is leaking time and money.
Get the Checklist