Operations Quickstart Audit
Operations Quickstart Audit · $175.00
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Scope at a glance
Who it's for
Independent bookkeeping and small accounting or CAS firms with one recurring operational issue that needs a clear starting point.
The problem it addresses
A single friction point keeps resurfacing in client onboarding, document chasing, month-end close, or team handoffs, but the team has not isolated where the process breaks down.
What you bring
A brief intake describing one workflow, where it stalls, the roles involved, and a recent example of the issue.
What Forge reviews
Reviews the submitted context to identify the handoff, decision, missing input, or ownership gap most likely to address first.
Included deliverables
What you receive
- A concise map of the selected bottleneck and the points where work slows or loops.
- A next-cycle checklist with a named owner for each step.
- A short list of the first priorities to address over the next 30 days.
How it works
- 01Purchase and submit the short intake for one recurring issue.
- 02Forge reviews the workflow context and identifies the most useful first focus.
- 03Receive the audit materials and decide whether the checklist is sufficient or deeper help is useful.
Best fit if…
you need a contained diagnostic for one recurring issue before investing in a detailed plan, live working session, workflow design, or implementation support.
Not included
This is not a full-firm assessment, software setup, staff training, or implementation of the recommendations.
Price
$175.00
Ready to begin
Purchase this operations engagement
Your purchase includes the tier-specific deliverables listed above for Operations Quickstart Audit.
Before you check out
- Choose this tier.
- Complete secure, hosted checkout.
- We'll follow up to begin the engagement.
You'll review your order in MadeThis-hosted checkout before completing your purchase.