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.

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