Operations & Administrative Audit

A focused review of your backend operations so you can clearly see what’s working, what’s not, and where your systems are slowing you down.

Whether you’re growing a business, managing operations on your own, or simply feeling overwhelmed by the administrative load, this audit gives you the clarity you need to get organized and move with confidence.

Who This Is For

This audit is ideal for:

• Business owners who feel overwhelmed or disorganized

• Entrepreneurs juggling multiple responsibilities

• Founders who manage operations alone and need clarity

• Anyone whose backend systems feel scattered or inconsistent

• Businesses preparing to streamline, grow, or restructure

What’s included:

• Review of your current administrative systems

• Inbox + communication workflow analysis

• Digital file structure review

• Client onboarding + client management assessment

• Calendar + scheduling workflow review

• Light review of financial organization

• Identification of operational gaps, inefficiencies, and bottlenecks

Deliverable

A clear, actionable Operations Snapshot outlining:

• What’s functioning well

• What needs improvement

• Where inefficiencies are happening

• Next steps to clean, streamline , and structure your backend