Planning isn’t enough if you don’t know where your business is leaking energy or profit. The Business Operations Audit identifies what’s holding you back, uncovers hidden inefficiencies, and delivers a tailored 90-day roadmap so you can start scaling with clarity, not overwhelm.
Who is the Business Operations Audit for?
This Audit is designed for professional service firm owners who:
- Have reached ~$1M+ revenue (or are growing toward it) and a team of 10-50 people
- Feel trapped in the weeds as they’re carrying too many responsibilities and are unable to focus on true leadership and strategic business development
- Have become the bottleneck in their business with decisions and progress stalling until they step in
- Are burning out from constant firefighting and want a business that doesn’t depend on them for every move
- Know they need clearer roles, systems, and processes to get out of survival mode and create sustainable growth
How Does the Audit Work and What’s Included?
- Kickoff & Discovery
- Owner interview to uncover challenges, goals, and priorities
- Collection of key business documents (org chart, SOPs, financials, etc.)
- Confidential team survey to obtain comprehensive insights and uncover bottlenecks
- Analysis
- Review of people, processes, systems, and performance metrics
- Identification of gaps, inefficiencies, and misalignments
- Assessment of leadership structure and accountability
- Roadmap Delivery
- A custom 90-day roadmap with top 3–5 priorities, a KPI dashboard with owners, and timelines for implementation
- 2-hour strategy session to review findings and clarify exactly where to focus first so you can reduce overwhelm, unlock capacity, and move growth forward with confidence
You can choose to implement the 90-day roadmap on your own, or, if you’d like hands-on leadership to ensure it gets done, you can roll into my Fractional COO Retainer for ongoing execution and accountability.
To review pricing and details, click below to download the full Business Operations Audit Guide:
What Results Can You Expect?
By the end of this Audit, you’ll walk away with more than just insight — you’ll have the clarity and plan to drive real results:
- Increased Profitability – uncover inefficiencies that drain revenue and reallocate resources toward what works
- Scalable Growth Opportunities – a roadmap that positions your firm for expansion without adding chaos
- Improved Team Accountability & Morale – clearer roles and structures that empower your people to perform at their best
- More Owner Capacity – shift out of firefighting and free up your time for strategy, leadership, and growth
- Confidence in Next Steps – no more guesswork; know exactly where to focus for immediate impact and long-term success
About Anais
Prior to starting my consulting practice, I scaled and sold a family-owned insurance agency for 3× revenue with multiple 7-figure offers after increasing profits by 200% over a span of five years. As a CPA, former business owner, and leadership coach, I know the financial, operational, and people challenges that cause firms to stall. This Audit brings that expertise directly to your business so you can scale with clarity and confidence.
Read my full bio and learn more about my journey and experience here.
Frequently Asked Questions
What kind of ROI can I expect from a Business Operations Audit?
Most clients see increased profitability from eliminating inefficiencies, faster growth by unlocking capacity, and higher team performance from clearer roles. The Audit gives you the clarity to make smarter decisions that pay off immediately and over time.
How much time will the Business Operations Audit take from me and my team?
You’ll invest about 2–3 hours in interviews and reviews. I do the heavy lifting, so you can stay focused on running your business while I analyze your operations.
How long does the Audit take to complete?
Most Audits are completed within 3–4 weeks from kickoff. The exact timing depends on how quickly documents are provided and how complex your business structure is.
What if we don’t have SOPs or clear systems in place?
That’s exactly why the Audit exists. I’ll map what you do have, identify the gaps, and show you where to start so you’re not building everything from scratch.
Can’t I figure this out myself?
You could — but it would likely take months (or years) of trial and error. This Audit compresses that learning curve into a few weeks, giving you an expert, objective view and a clear roadmap to act on now.
What happens after the Audit?
You’ll have a 90-day roadmap you can implement yourself — or, if you’d like support with execution, you can roll into my Fractional COO Retainer and have me lead the implementation alongside your team.
Ready to get started?
Don’t stay stuck in firefighting mode for another quarter. Download the Operations Audit Guide below to see exactly how this works and what ROI to expect and book a Discovery Call today to find out if this is the right fit for your business.