Up to 12 months of historical transactions, labor, and sales data are required to start. This can come from your accounting software, bank statements, payroll system, or simple workbooks we provide.
Step 1 - 15-Minute Kickoff Call
We walk through your business, the platforms you use, and where your historical data lives. By the end of the call you'll know exactly what to send us.
Step 2 - Share Your Data
Send up to 12 months of historical transactions, labor, and sales data. We accept CSV, Excel, or exports from common platforms, and provide pre-built workbooks if you need them.
Step 3 - We Run a Full Analysis
We analyze every month of your data to surface leaks, patterns, vendor issues, scheduling waste, and the biggest opportunities hiding in your business.
Step 4 - Receive Your Comprehensive Report
A branded PDF arrives in your inbox with every finding, projected annual savings, and a prioritized action plan ranked by impact and ease.
Step 5 - 30-Minute Findings Review Call
We walk through the report together, answer questions, and make sure you leave with clarity on what to fix first and how to execute.
Step 6 - Optional Ongoing Monitoring
The Audit is a flat $499 one-time fee. If you want to keep watch on new leaks and track savings over time, you can add Intelligence Pro ($199/month) afterward.
