Your agency is growing. Your operations aren't.
That's not a tagline — it's the pattern we see every time. A 12-person shop adds three more people and suddenly vendor payments slip, contracts live in six inboxes, and the founder is still approving every invoice.
An operations audit is the structured way to find exactly where money, contracts, and time are leaking, then get a 90-day plan to fix it.
What we actually look at
Six categories, every time:
- AP/AR — How invoices get approved and paid, and how overdue your receivables really are
- Vendor & Contractor Mgmt — Onboarding, rates, contracts, and which relationships are quietly at risk
- Contracts — Where MSAs and SOWs live, who tracks renewals, and what's expiring unnoticed
- Payroll — System, ownership, compliance gaps, and what happens if that one person is out
- File & Knowledge Mgmt — Whether a new hire can find anything without asking around
- General Process — Where you get pulled into firefighting that shouldn't need you at all
What you walk away with
One document, walked through with you live. Not a PDF that sits in a folder.
- Executive summary — Top 3–5 risks, ranked by cost and urgency
- Findings by category — AP/AR, vendors, contracts, payroll, files, process
- 90-day roadmap — What to fix first, second, and third, with rough effort estimates
- 2–3 quick wins — Things you can implement yourself immediately, no extra cost
The process
Four weeks. 5–8 hours total from you, mostly async.
- Discovery call — 30 minutes, free. We figure out if there's a real fit.
- The audit — Async document review plus two short working sessions.
- Walkthrough call — Findings presented live, quick wins first, roadmap as a menu.
- Implementation (optional) — Project-based, retainer, or hybrid. Only if it's the right fit.
Pricing
Scales with team size:
- Under 10 people: $1,500
- 10–25 people: $2,500
- 25–40 people: $3,500+
You'll know the number before the audit starts.