BUSINESS AUDIT SERVICES
Unlock hidden efficiencies and supercharge your growth with our comprehensive AI & Automation Business Audits.
Our Objective
To deliver a comprehensive, McKinsey-style audit of your company — combining the insight of a Fractional COO, the financial rigor of a Fractional CFO, and the innovation of AI-powered automation — all tailored to service-based businesses and beyond.
The result: a clear, data-backed plan to reduce costs, free up time, eliminate waste, and drive customer growth — without adding unnecessary overhead.
Audit Packages
Operational tune-up for small, actionable wins. Ideal for business owners who want fast, focused clarity on inefficiencies.
Includes:
- 2-hour discovery call (with owner and/or team)
- Audit of core workflows, task handoffs, and bottlenecks
- Identification of top 3–5 automation opportunities
- AI tools & software suggestions to save time
- Action plan PDF with clear next steps
Outcome: Understand where your time is leaking — and how to start getting it back.
COO-Level insight into where labor, tools, and workflow create drag. Designed for owners ready to cut through inefficiency and scale sustainably.
Key Upgrades:
- Half-day on-site with staff (replaces initial discovery call)
- Staff role audit (who's doing what, and where time is wasted)
- Software stack review to identify overlap, underuse, or missed automation
- AI ROI analysis — estimate time and money saved through automation
- 30-day action roadmap based on operational priorities
(Also includes core workflow audit, automation opportunities, AI tool suggestions, and action plan PDF from Starter)
Outcome: You'll know what to cut, what to automate, and how to operate at a higher level with less.
The gold standard: COO + CFO + AI automation strategy in one elite audit. Built for owners serious about data-driven growth and long-term clarity.
Comprehensive Deep-Dive:
- Two half-days on-site with staff
- Two virtual follow-up calls for extra clarity & Q&A
Plus, everything in Strategic Efficiency & detailed analysis:
COO-Level Operations Review
- Full mapping of operational workflows
- Process redesign (Lean & EOS-style)
- Staff accountability + time alignment
CFO-Grade Financial Analysis
- 2-year tax return review
- Financial benchmarking (vs. industry)
- Gross margin & profit leakage audit
- Forecasted growth with automation
AI & Automation Strategy
- Customized strategic automation plan
- ROI-tied software/tool recommendations
- Automated customer acquisition flows
- Prioritized implementation roadmap
Final Deliverables
- Executive summary report (PDF)
- Visual growth plan & projections
- 1-hour strategy walk-through
Outcome: Data-driven growth and long-term clarity.
ROI Perspective
Consider this: if an average customer brings in $2,000+ per year, this audit costs the equivalent of just ~2-5 new customers — yet it can help you:
- Add 10+ net new customers through automation & improved retention
- Reclaim over $20K/year in staff time (saving 1 hr/day per employee)
- Reduce tool/software bloat by $6K–$12K/year
- Sharpen forecasting, increase margins, and grow intentionally
That's a potential $40K – $70K+ swing from one engagement.
Next Step
Ready to unlock significant growth and efficiency? Let me know which package aligns with your vision. For the Full McKinsey-Style Audit, we can schedule your initial on-site and send an invoice this week.