Fractional COO · Fix how work gets done
Process and Playbook Design
Your most important processes written down simply enough that a new hire can follow them, starting where money and work meet: quote to invoice to cash, purchasing to payment, payroll and month‑end. Work stops depending on the one person who “just knows.”
The questions it answers
- 09Are the right controls in place to protect your business from costly errors and fraud?
- 04Do you get accurate financials on time, every month?
What you get
- Maps of 3 to 5 core processes
- A one- to two‑page playbook for each
- Controls built in where money moves
- A short training session with the people who do the work
How often
A 6 to 10 week project for a first set, or one process per month in your plan.
Free · 30 minutes · Video or phone
Not sure which of these you need?
Most owners aren’t. Tell us what’s keeping you up at night, and we’ll say plainly where we’d start.