Most small businesses have processes that work — just not very efficiently. A business process audit maps every key workflow, identifies the bottlenecks and manual steps that shouldn’t exist, and gives you a prioritised roadmap of what to fix first. We also build it for you.
A business process audit is a structured review of how your business actually operates — not how you think it does.
We document every key process: lead to client, onboarding, service delivery, invoicing, bookkeeping and admin. Usually 8–15 workflows per audit.
Every workflow is reviewed for manual steps, repeated data entry, approval delays and communication gaps — the things that slow everyone down.
We calculate the approximate hours per week being spent on tasks that could be automated or eliminated — and put a dollar value on it.
A prioritised list of the top 5–10 automations your business should implement, with tools recommended, estimated time saved and implementation complexity rated.
Special focus on your finance processes — invoicing, reconciliation, payroll, BAS prep — the area most small businesses have the most waste.
A clear, written report you can share with your team or use as a brief for a developer or VA. Not a slide deck — an actionable document.
The average small business we audit has 12–18 hours per week of automatable admin. At $50/hr, that’s $30,000–$45,000 a year sitting in manual processes.
Get started →A focused engagement completed in 2–3 weeks.
A 90-minute call to walk through your business, your team and the workflows you want reviewed. We take notes — you just talk.
We document each workflow using the kickoff notes, your existing tools and follow-up questions where needed.
Bottlenecks, time leaks and automation opportunities identified and scored by impact and implementation effort.
Written report delivered with a 60-minute debrief call to walk through findings and answer questions.
Usually 2–3 weeks from kickoff call to final report, depending on the complexity of the business and team availability for follow-up questions.
Yes. The audit includes an optional implementation phase where we build the top-priority automations from the roadmap. This is quoted separately based on complexity.
We typically map 8–15 workflows depending on business size. We focus on the highest-impact areas first — usually lead handling, onboarding and financial admin.
Zapier, Make (Integromat), GoHighLevel, Xero’s own automation features, and platform-native automations (e.g. HubSpot workflows). We recommend the right tool for the job, not a preferred platform.
No. The process audit is a standalone service. That said, if we’re already managing your books, we have context that makes the financial workflow section significantly more insightful.
Tell us about your business and we’ll send a custom proposal within 24 hours. Or book a 15-minute discovery call and we’ll walk you through it.
Book a 15-min call →