Build a Smoother, Stronger Business—

From the Inside Out

Operational Auditing Services

Confidently strengthen your business with a tailored operational audit, designed to optimize workflows, reduce costs, and support sustainable growth.

FAQ

Struggling with Slowdowns, Errors,
or Compliance Gaps?

You work hard to keep your business running smoothly, but hidden inefficiencies and constant change can make that feel impossible. Maybe you’ve noticed costs creeping up, processes grinding to a halt, or compliance requirements you’re not confident you’re meeting.

It’s frustrating when you can’t pinpoint exactly where your resources are slipping away, or when internal controls don’t provide the protection you expect. On top of that, adapting to new regulations or market shifts adds even more pressure.

These challenges aren’t just stressful—they can threaten your business’s future. The good news? With the right guidance, you can address these issues head-on and reclaim control.

How Our Operational Audits Make a Difference

With Geri Wood and her team of experienced San Diego-based auditors, you get more than a checklist—you get a true partner in improvement.
Our operational audits offer:

Independent, expert evaluation of your business operations

Clear identification of risk areas, redundancies, and hidden cost drivers

Industry benchmarking and actionable, data-driven recommendations

A personalized roadmap to boost efficiency, ensure compliance, and support growth

Every organization is different. That’s why Geri’s approach is thorough, supportive, and always tailored to your unique business needs—never one-size-fits-all. We’re here to help you streamline operations, minimize risks, and achieve sustainable success.

Bringing Order, Insight, and Growth to Your Operations-Expert Auditing in

1

Understand

We listen to your goals, review your current operations, and learn where you need support.

2

Analyze & Benchmark

Through interviews and data analysis, we map your processes, assess risks, and measure performance against industry standards.

3

Recommend

We provide clear, actionable steps—customized for your business—to improve efficiency, compliance, and results.

4

Support

We guide you through implementation and offer ongoing assistance so changes stick and your business keeps growing.

Why San Diego Businesses Trust Our Operations Auditing and CPA Firm Expertise

Choosing Geri and her team for your operational audit means unlocking actionable improvements, delivered by an experienced operations auditor with deep roots in San Diego’s business community.

Here’s what sets our business audit and assurance services apart:

Lower Operating Cost

Our operations auditing process uncovers hidden expenses and inefficiencies so you can boost profitability.

Improved Efficiency

Streamlined workflows help your team accomplish more with less frustration.

Enhanced Compliance

As one of the trusted CPA firms in San Diego, we help you stay on top of changing regulations and reduce compliance risks.

Stronger Risk Management

Get ahead of potential problems with thorough internal controls and targeted recommendations.

Empowered Decisions

Reliable data and insights from your operational audit support confident, informed decision-making.

Ongoing Partnership

Unlike many CPA accounting firms, we don’t just deliver a report—we offer ongoing support to help you implement changes and achieve lasting results.

Let Geri show you the value of high-quality operations auditing. Discover what focused business audit and assurance can do for your success.

Make Your Operations Work for You

Take the first step toward smoother operations, lower costs, and greater confidence in your processes. Schedule your complimentary operational audit consultation with a trusted operations auditor from Geri Wood—one of the leading CPA firms in San Diego.

Let’s uncover new opportunities for improvement, together.

 Frequently Asked Questions About Operational Audits

  • A financial audit focuses on verifying the accuracy of your company’s financial statements, while an operational audit examines your day-to-day processes, workflows, and controls. The goal of an operational audit is to improve efficiency, reduce waste, and strengthen your business operations beyond just the numbers.

  • The timeline varies depending on your organization’s size and the scope of the audit. Most operational audits can be completed in a few weeks, with minimal disruption. We’ll provide a clear timeline before we begin, so you know what to expect every step of the way.

  • Our goal is to minimize any disruption. We work alongside your team, scheduling interviews and reviews at convenient times. Most of our analysis happens behind the scenes, so your business can keep running smoothly.

  • We have experience with a wide range of businesses in San Diego and the Southwest, including manufacturing, healthcare, professional services, technology, and more. Our tailored approach ensures that recommendations are relevant to your unique industry challenges.

  • You’ll receive a clear, actionable report with our findings and practical steps for improvement. We’ll walk you through every recommendation and offer ongoing support as you implement changes, so your business sees lasting results.