Download our Free Back Office Audit Checklist — designed specifically for service-based business owners who want to tighten up their operations, improve efficiency, and stop being the bottleneck in their own business.
This quick self-assessment walks you through 10 essential questions to help you evaluate whether your admin systems, client communication, and daily operations are built to run without you—or because of you.
If you answer no to any of the questions, it’s a sign your business needs structural support behind the scenes.
What You’ll Get:
A printable checklist to assess the health of your back office
Key reflection prompts to identify what’s missing
Simple next steps to strengthen your systems
Bonus guidance on what to do if your systems aren't keeping up
Perfect for:
Cleaning companies, HVAC contractors, home service providers, and any business owner tired of chasing clients, payments, and updates manually.