An Efficiency Audit that turns chaos into a ranked roadmap.

Our Efficiency Audit gives you a clear, execution-ready plan to increase capacity and improve margins without guessing, "trying tools," or hoping your team adopts another new process.

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Built for accounting firm workflows: onboarding, proposals, CRM transitions, month-end/tax operations.

What the Efficiency Audit Is (and Isn't)

What it is

A time-boxed diagnostic that turns your operations into a clear plan: what stays, what changes, what gets automated, and what's not worth touching.

What it isn't

Not a generic "consulting report." Not a months-long engagement. Not a list of random tips.

You leave with clarity + artifacts your team can execute.

Common Wins

What We Typically Uncover

Common high-impact improvements

Cut proposal turnaround time by auto-generating docs from CRM

Remove 2–3 steps from onboarding by linking forms → apps directly

Eliminate double-entry in CRM + billing + project management

Reduce approval bottlenecks with conditional routing logic

Speed up reporting by pulling data straight from the source system

Free up capacity by offloading rote tasks to automation

PRICING

Clarify Your System Biggest Wins

Clarify where systems & automation will deliver the biggest wins—and a prioritized wishlist our agency can implement next.

	Efficiency Audit $5,000	BEST VALUE Bundle $7,000
Deliverables
Current/future process map (cover up to 2 end-to-end workflows)	✓	✓
App fit analysis	✓	✓
ROI opportunity grid	✓	✓
One (1) quick-win solution	✕	✓
Turnaround time	3-4 weeks	4-6 weeks
Total commitment from the firm	~3-5 hours	~6-8 hours
	Choose Audit	Choose Bundle

Next Steps

What Happens After the Audit

Choose your path

Option 1

DIY Implementation

You take the roadmap and execute in-house. We'll stay on standby for questions.

Option 2

Build It Together

We implement the use cases for you, integrate your apps, train your team, and support through rollout.

Both paths start with the audit. No commitment needed beyond that.

Client Story

Hear It From a Firm Like Yours

Watch how the audit helped them remove bottlenecks and regain capacity.

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Ready to find your highest-ROI fixes?

Walk away with your App Fit Analysis, Process Maps, Use Case shortlist, and an ROI-ranked roadmap—so you know exactly what to fix first.

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