Workflow & Systems Review

Errors almost never happen inside a tool. They happen in the handoff between tools.

Workflow & Systems Review

This traces the path money travels end to end: how it enters your business, how it moves between accounts and platforms, and how it gets from a transaction to a categorized entry in your books.

Where Things Break

I map the handoffs specifically. Where payments come in, how they're deposited, how expenses get captured, and where someone has to remember to do something manually.

What You Get

A shorter path. Fewer manual steps, fewer inconsistent categories, less room for something to be missed. The goal isn't more tools. It's fewer decisions.

Timing

This runs alongside or just after the Diagnostic Review, inside the same two to three week window.