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Operational Audit Service -Small Org

$2,500.00

<250k budget

Purpose

A comprehensive review of your organization’s operations to identify gaps, risks, and opportunities for efficiency, compliance, and growth. The audit provides a clear, actionable roadmap tailored to your mission and budget.

<250k budget

Purpose

A comprehensive review of your organization’s operations to identify gaps, risks, and opportunities for efficiency, compliance, and growth. The audit provides a clear, actionable roadmap tailored to your mission and budget.

What It Includes

1. Discovery & Assessment

  • Initial consultation & goal-setting

  • Review of organizational chart, roles, and responsibilities

  • Staff/board interviews or surveys (as needed)

2. Systems & Processes Review

  • Program workflows (grant tracking, client intake, service delivery)

  • Financial tracking (budget vs. actuals, reporting systems, internal controls)

  • HR/admin processes (time tracking, payroll, compliance forms)

  • Digital tools & data systems (Google Drive, QuickBooks, DonorPerfect, website, etc.)

3. Policy & Compliance Check

  • Review of existing policies, procedures, and handbooks

  • Cross-check with legal, funding, and equity standards (e.g., 2 CFR 200, ORS 65, civil rights protections)

  • Risk identification for audits, grants, or lawsuits

4. Communications & Reporting

  • Review of donor communications, social media, and website presence

  • Evaluation of data storytelling (impact reporting, dashboards, grant narratives)

5. Findings & Recommendations

  • Written report with prioritized action plan (short-term fixes, medium goals, long-term strategy)

  • One presentation session with leadership/board to walk through results

  • Optional follow-up package to begin implementation

Deliverables

  • Audit Report (20–30 pages, plain language + appendices for details)

  • Priority Action Matrix (quick wins, medium-term improvements, long-term goals)

  • Tool & Resource Recommendations (systems, templates, policies)

Pricing

  • Small Orgs (<$250K budget) → $2,500–3,500 (approx. 20–25 hrs)

  • Mid-Sized ($250K–$1M budget) → $4,000–6,000 (approx. 35–50 hrs)

  • Large Orgs ($1M+ budget) → $7,000–10,000 (50+ hrs, more stakeholders & systems)