System Audit + Design
The System Audit + Design service is crafted for business owners who want to streamline their operations and optimize their software ecosystems.
This service is ideal for those who feel their current systems are clunky, inefficient, or no longer fit the way they want to work. We’ll conduct a thorough audit of your existing systems and processes, then design a tailored software setup that aligns with your goals and enhances your business’s efficiency.
WHAT'S INCLUDED
- Comprehensive financial health assessment
- Financial data quality review
- Annual financial planning (cash flow, sales benchmarks, etc.)
- Issue-specific action plan
- Two weeks of post-intensive async implementation support
How It Works
- Audit & Assessment: We start by gathering detailed information about your business, including your current systems, processes, and goals. This comprehensive audit covers project management, file storage, client/vendor management, accounting, and HR/payroll systems.
- Initial System Design: Based on the audit, we create a custom software ecosystem tailored to your needs, including software recommendations, cost comparisons, and a system map showing how everything connects.
- Live Work Session: A two-hour collaborative session where we refine the system design, troubleshoot potential issues, and ensure the proposed setup aligns perfectly with your workflow.
- Finalized Design & Implementation Plan: After the session, you'll receive a detailed plan for implementing the new system, along with priorities to guide you if you choose to self-implement.
- Post-Session Support: Enjoy three weeks of unlimited asynchronous support to assist with questions, revisions, or implementation help
System Audit + Design
$5,000
Get More Help with Our Bookkeeping Add-On
This service can be seamlessly added to any of our ongoing support plans, such as Strategic Advisory or Fractional CFO/COO services.
Add-On: Bookkeeping that you can rely on
Our Bookkeeping Add-On is designed to ensure that your financial data is always accurate and up-to-date.
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