Back Office Optimization
The Ashlynn Assessment
A personalized bookkeeping efficiency checkup led by Ashlynn—Certified Bookkeeper with 20+ years of experience in streamlining back offices for small businesses.
- Workflow Audit
- Tech Stack Recommendations
- Streamline Processes
What is the Ashlynn Assessment?
Think of it as a back office checkup—no poking or prodding, just real clarity. The Ashlynn Assessment is a one-on-one efficiency review tailored to your business. We’ll analyze your current bookkeeping setup, tech stack, workflows, and processes—then provide practical, actionable recommendations for improvement.
Whether you’re DIY-ing your books or already working with a bookkeeper, this assessment gives you the insights you need to move forward with confidence.
Who is this service designed for?
Startups
Start off right with software and systems expertly crafted to your business's needs
DIYers
Entrepreneurs doing it all and unsure if their books are right
Scaling Businesses
Business owners preparing for growth or hiring
Outdated Systems
Those feeling stuck in outdated or clunky systems
New Bookkeeper
Companies switching bookkeepers or systems
More Control
Anyone who wants more control and fewer surprises at tax time
Assessment Packages & Pricing
Choose the Level That Fits Your Business
The Ashlynn Assessment is designed to meet you where you are—whether you’re a solopreneur managing everything yourself or leading a team that supports your back office. Each tier is structured to give you insight, clarity, and actionable recommendations, with an in-person deep dive into your operations.
Solo Owner Insight
Designed for: Freelancers, solopreneurs, or service providers managing their own books
- Streamline your systems and free up your time to focus on growth.
- 2-hour in-person session
- Review of your current bookkeeping, software and workflows
- Indentification of inefficiencies, risks, and opportunities
- Personalized summary report with actionable recommendations
Small Team Tune-Up
Designed for: Business owners with 1 in-house bookkeeper or admin support
- Ensure your team is working smart, not just hard—and aligned with best practices.
- Half-day (4 hours) in-person session
- Workflow observation and discuss with you and your bookkeeper
- Assessment of communication handoffs, software usage, and documentation
- Summary report + roadmap for smoother, more scalable operations
Full Office Optimization
Designed for: Businesses with multiple admin, finance, or office staff
- Align your team, systems, and structure for long-term scalability and sanity.
- Full-day (up to 7 hours) onsite assessment
- Observation of bookkeeping and admin processes across departments
- Review of tools, delegation, data flows, and team communication
- Strategic summary and implementation roadmap for improving efficiency
What to expect?
During your session, I’ll step into your office like a trusted advisor—observing your current systems in real-time. We’ll review your tools, workflows, and communication to uncover bottlenecks and missed opportunities. Then, I’ll recommend practical, best-practice solutions tailored to your unique needs.
This is not a sales pitch—it’s a discovery session that empowers you with clarity and next steps.
Ready to get Started?
I offer a limited number of Ashlynn Assessments each month to ensure every client receives focused attention. Book your spot now and let’s bring order and ease to your back office.
Schedule a call below so that we can discuss your needs and get your assessment booked.
