Operational, Financial & Strategic Audit Day

Imagine having total clarity on how to grow your business over the next 12 months. How much pressure would that take off your shoulders, to not only have a vision but an action plan to get you there?

Been grappling with which client management platform will suit your business best? Or feel stuck in a rut with your financial projections on a plateau every tax year?

This is your opportunity to get my expert eyes on your business and operations for one day. We will figure out the key needle movers so you can prioritise tasks that will drive your business forward!

We will meet at a luxury location or virtually (your preference!) and kick off the day by analysing your finances for the last 6-12 months, line by line, identify any trends and perform a gap & risk analysis to see where money is being left on the table and identify any system or operational deficiencies which are costing you money and time.

We will then map out your vision, your goals and the time you want to be spending in your business.

We will then put together a business action plan with all of your tasks and projects while simultaneously ensuring that they tie back to your mission and vision. What’s more is we will make tweaks to your existing systems live. (Think: improvements to your Dubsado or ClickUp automations, or refining your current offboarding process.)

If you’d like someone else to action everything we’ve talked about during the session; you will also have the option to upgrade and include priority implementation too so you don’t have to worry about explaining it all to someone else! The best bit? We can be up and running within 21 days!

What do you get?

  • Pre qualifying in depth questionnaire
  • 5 hours deep diving into your business + operations
  • Luxury location (if in the U.K.) and all inclusive of food & drink. If you are not based in the U.K. I will have food & drink delivered to you!
  • Comprehensive post operational audit report with an actionable business plan covering every element of your business.
  • 30 days of ongoing Slack support
  • 60 minute follow up call
  • Exclusive discount on system implementation package

Price: $1997