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Business Audits

Stop guessing. Know exactly what to fix next.

Before you spend on a new website, app or hire, get an outside look at how your business really runs, based on your tools, your data and your people. Start with your tech and build decisions, or go deep across the whole operation.

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  • Fixed fee
  • A written report you keep
  • Clear, prioritized next steps
  • $500 credit toward your build
Why Audit First

The expensive mistake is building the wrong thing.

01

Spend once, on the right thing

A custom app or platform can cost many times more than an audit. We tell you what to build, what to automate and what to leave alone, before you commit.

02

See the whole system

Tools pile up, data lives in five places, and every fix becomes a patch. We map how your business actually runs, end to end.

03

Decide on evidence, not opinion

Findings come from your tools, your documents and the people who run them, and every recommendation comes with its trade-offs.

Inside a Comprehensive Audit

Your whole business, on one page.

  1. Kickoff & assessmentGoals and scope, and a first look at your org chart, tools and SOPs.
  2. Department head interviewsHow each part of the business runs, and where its data and documents live.
  3. Frontline interviewsThe people doing the work: their workflows, bottlenecks and workarounds.
  4. Team sprint & process mapA working session with your team, then every department’s process on one map.
  5. Gap analysisHow things run today against how they should, with every pain point matched to a fix.
  6. Findings & planYour priorities, quick wins and a 60/90-day plan, walked through with your team.
An example process map: four departments across five stages of the business, with pain points and fixes marked, and notes of what we often hear in interviews.
  • Too many tools
  • Files everywhere
  • Handoffs get dropped
  • No one owns onboarding

An example process map, simplified

Case Study

S.C.A.R. Group: the audit behind a HIPAA-built veterans platform

The question
S.C.A.R. Group had a front-end-only app for veterans filing VA disability claims. Was this a simple forms workflow, or an asset worth building and owning?
The audit
We compared three build paths with timelines, costs and trade-offs. Instead of a $30K app up front, we recommended a modular build: the website first, engineered to roll forward into the custom app, in milestones that kept the budget in view.
The result
A production-grade veteran services platform with a complete HIPAA-compliant infrastructure tier, live on S.C.A.R.-owned AWS. Veterans upload their records, get AI pre-filled VA forms, then review, e-sign and submit in one secure portal.
Visit scargroupllc.com (opens in a new tab)
Read the full case study

Why the audit mattered

The audit and the Sandbox Sessions around it gave everyone clarity before a dollar went into code. S.C.A.R. didn’t spend tens of thousands of dollars building in the wrong direction. We built the right things first, kept every next step open, and stayed budget-conscious the whole way, with milestones that let the team scale and shift the business model as real veterans came in.

How the build unfolded

  1. June 11, Discovery. The platform concept, competitive position and long-term direction.
  2. June 12, Sandbox Session roadmap. Website first, to enter the market and gather real user data; the custom application second.
  3. June 22, Foundations. S.C.A.R.-owned AWS and Stripe accounts, the brand starting point, project tracking and the KPIs for success.
  4. July 17, Mid-build review. The platform at roughly 80%, with secured storage and virus scanning on every upload.
  5. August 12, Pre-launch review. Editable VA forms with version history, and one veteran ID across every claim.
  6. Live in production, with a full closeout packet handed over.

What we built

  • Separate veteran and advisor portals, each with its own permissions
  • Encrypted document uploads, virus-scanned before they’re stored
  • AI pre-filled VA forms, editable, with version history
  • Review, e-signature and submission in one flow
  • Payment-gated sign-up through Stripe, and a GoHighLevel CRM connection
  • Platform email sent from S.C.A.R.’s own domain

Security and ownership

  • Multi-factor sign-in required on every account
  • Encryption in transit and at rest; a private database no one can reach from the internet
  • A web application firewall, threat monitoring and daily encrypted backups
  • HIPAA: we built and validated a complete HIPAA-compliant infrastructure tier. S.C.A.R. turned it off at launch to lower monthly costs, and it can be switched back on anytime.
  • S.C.A.R. owns every account (AWS, Stripe, CRM and domain), with architecture docs, an access register and runbooks in their closeout packet
Choose Your Audit

Two audits. One goal: a clear plan.

Business Systems Audit
Your tech, your tools, and what to build or automate next.
$2,500
One-time • About 2 weeks
What’s included
●A current-state review of your tools, site and tech stack
●Build opportunities: website, app or platform
●Automation opportunities across your workflows
●The options compared, with one clear recommendation
●High-level architecture and rough cost estimates
●Whether there’s an ownable asset (IP) worth building
●Risks, trade-offs and open questions

Includes a $500 credit toward a build or package if you sign with us within 30 days of accepting the report.

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Comprehensive Business Audit
A ranked plan for your whole business, with owners, across all five engines.
$8,500
One-time • Timeline confirmed on your briefing call
What’s included
●All 5 engines and 25 business systems, each scored 0–5
●Red, amber or green status for every system
●Interviews with the people who run each part of the business
●Your Top 5 priorities, each with an owner and next step
●Quick wins for the first 30 days, then a 60/90-day plan

Includes a $500 credit toward a build or package if you sign with us within 30 days of accepting the report. Already included in every Flagship engagement.

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The Business Systems Audit is a decision, not a build: detailed specs, designs, code and fixed-price build quotes come with the build.

How It Works

Three steps. One report you can act on.

01

Prep & Intake

We review your tools, site, documents and data before we meet, so our time together goes to decisions, not discovery.

02

Discovery

A facilitated working session with your team for the Systems Audit, or interviews across every part of the business for the Comprehensive Audit.

03

Report & Walkthrough

You get a written report with our findings and recommendation, and we walk through it with you and answer your questions.

Not sure which audit fits?

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FAQ

Common questions

Which audit is right for me?
If you’re deciding what to build or automate (a website, an app, a platform), start with the Business Systems Audit. If you want the full picture of how the whole business runs, with priorities and a 90-day plan, choose the Comprehensive Business Audit. Not sure? Book a briefing call and we’ll tell you which one fits.
Is it a fixed price?
Yes. Each audit has a set price, agreed before we start.
Does the audit count toward a build?
Yes, on both audits: you get a $500 credit toward a build or package if you sign with us within 30 days of accepting the report.
Is an audit included in Flagship?
Yes. Every Flagship engagement includes the Comprehensive Business Audit, so you don’t pay for it separately.
Do I have to build with you afterwards?
No. The report is yours to keep and act on, with us or with anyone else.
How long does it take?
The Business Systems Audit takes about two weeks: a few days of prep, one working session, and the report within five business days of it. For the Comprehensive Business Audit, we confirm the timeline on your briefing call, since it depends on the size of your team.
What do you need from me?
Access to the tools and systems in scope, the right people available for the session or interviews, and any documents or notes you already have.
What doesn’t the Business Systems Audit include?
Detailed specs, designs, code and fixed-price build quotes. Those come with the build. The audit is how you decide what to build, so the build gets priced on real findings.

Get the plan before you build.

Start with a free 20-minute briefing call. Tell us what you’re weighing, and we’ll tell you which audit fits and what it would cover.

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