A one-time review to streamline your books, systems, and client experience.

Back Office Health Check

Feeling unsure if your books are accurate or if your operations are slowing you down? This hands-on assessment gives you a clear picture of what’s working—and what’s not. For local businesses in Bonita Springs and surrounding areas, I’ll come on-site to observe workflows, walk through your client experience, and review your accounting setup in real time. You’ll receive a clear, prioritized action plan—plus a debrief call to talk through your next steps.

Flat Fee: $749

Review of current accounting setup (e.g., chart of accounts, bank connections, reconciliations)

Workflow + systems audit (e.g., invoicing, payment collection, POS or scheduling tools)

Client experience walk-through (from first contact to follow-up)

Identified red flags or missed opportunities

Written summary with prioritized recommendations

Includes: 30 minute initial discovery call, 5 hour on-site visit, & 1 hour debrief call

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