My Plan
My Audit
Baseline business audit · completed Feb 18, 2026 with Hannah Novak.
71
out of 100
Overall health
Cole Bookkeeping has a strong delivery engine but leaks revenue at pricing and follow-up. The founder is the bottleneck — first 90 days focus on systemizing decisions.
What's working
✓
Sales Process · 73
Good rapport, weak follow-up cadence.
✓
Offer & Pricing · 67
Strong core offer; price is 20% under market.
Biggest opportunities
!
Team & Leadership · 56
Founder still in every decision.
!
Lead Generation · 59
Over-reliant on referrals; no paid channel live.
Section breakdown
Six areas of the business, scored 0–100
Offer & PricingSolid67
Strong core offer; price is 20% under market.
Lead GenerationSolid59
Over-reliant on referrals; no paid channel live.
Sales ProcessSolid73
Good rapport, weak follow-up cadence.
Operations & DeliverySolid65
Delivery quality high but undocumented.
FinancialsSolid62
No clear view of margin per job.
Team & LeadershipSolid56
Founder still in every decision.