Scheduling & missed calls
Booking flow, reminders, AI receptionist options.
What we review
Accounting & billing
Platform fit, integrations, errors and month-end speed.
Security & reliability
Updates, backups, access, risks.
Automation opportunities
Intake, follow-ups, reporting, handoffs.
Cost & licensing
Where you’re overpaying (or underusing) tools.
Flat fee: $249 · 90 minutes · Action plan in 2 business days
Daytime and evening sessions. Audit times end by 8:30 PM.
Book Your Audit
$249 prepaid is required to confirm your session.
You’ll receive an invoice via Zoho Books immediately after booking. Payment must be completed within 24
hours to secure your slot.
Sessions available during the day and evening, with audit times ending by 8:30 PM.
Guarantee: If we don’t identify at least one cost-saving or efficiency improvement, your $249 is refunded. The fee also applies as credit toward future services.
If the scheduler doesn’t load, call/text us at 615-800-7718.
FAQ
What do I get after the audit?
A clear 7-day action plan covering accounting, scheduling, security, and automation—do it yourself or have us handle it.
How long is the session?
A focused 90 minutes on Zoom or in-person, plus your written action plan within 2 business days.
What does it cost?
$249 flat fee, invoiced prior to the audit. Satisfaction guaranteed.