Full business audit

Find out where the time and money go.

We go through every department and show you where you stand and what's worth fixing first.

Nearly 15 years of building and running the systems businesses depend on.

The areas we cover

We go through all seven, since a late invoice often starts with a missed step in sales.

Operations and admin
We follow a request from the day it arrives to the day it's done, and mark each wait and each retyped form.
Money in and out
We trace invoices, payments and bills, and note which steps your team does by hand.
Sales and follow-up
We look at where leads and quotes live and how many go quiet without a follow-up.
Marketing
We review your ads, emails and website and check which ones lead to sales or bookings.
Customer experience
You see the business the way your customers do, from the first inquiry to the last invoice, with each wait marked.
Tools and software
We list each tool you pay for, what it costs, and who on your team opens it.
Data and reporting
We check where your numbers live and how long it takes to pull a report you trust.

A written report, and one call where we walk you through it.

We write up each department as it runs today, in plain language, with the gaps marked.

We rank every fix we found by the time or money it can save or bring in.

You can make these in the first few weeks, with or without us.

01
You send a short form, and we reply within the hour during business hours.
02
You walk us through the business on a short call.
03
We go through each department, its tools and its numbers. That takes a few days, depending on how much of the business it covers.
04
We send the written report and walk you through it on a call. Nothing starts until you approve it.

You know things are messy, and you can't tell where to start. We put the fixes in order, so you start with the one that pays back first.

If you already know the project you want, you can skip the audit and start there.

in San Diego. We reply within the hour during business hours.

A short form. We reply within the hour during business hours with a suggested first step.