Operational Health Checks

Our Operational Health Checks are short, targeted engagements where we get a working understanding of your operations through discussions, reviewing key materials, and looking at relevant data. Then we tell you what we find.

You get high-level insight into what's broken, how serious it looks, what other areas warrant attention, and what to do next.

No big-firm price tag, no commitment to a larger engagement.

What you do with it after that is entirely up to you.

We Offer Two Operational Health Check Options

Focused Health Check

You already have a sense of where the problem is.

We focus on that specific area to understand the pain points and give you practical recommendations for moving forward. Think: narrow but with depth.

Examples include:

  • Accounts payable or vendor bottlenecks

  • Slow or unreliable financial reporting

  • Expense management issues

  • Payroll or billing workflow concerns

  • System or process breakdowns in one area

Need something else? See our services →

Organizational Health Check

You know something feels off, but you’re not sure where to start.

We take a broad look across key areas to help understand where the issues may come from and what may need closer attention. Think: broader but less deep.

Examples include:

  • Slow or inconsistent reporting

  • Unreliable operational data

  • Cross-department breakdowns

  • Operational strain and bottlenecks

  • Constant escalations and workarounds

Want quick insight into what’s going on?

Schedule a Health Check Call

Need broader operational support?

Schedule a Consultation

What our clients are saying:

  • "What Jennie did next was nothing short of extraordinary. While the auditors had flagged 5 high-risk findings, Jennie took a ground-up approach and identified 57 distinct control gaps across our processes. Rather than patch the surface-level issues, she architected a comprehensive internal controls foundation from scratch, one that genuinely transformed how we operated."

    —Joe, CFO

  • "Jennie was a trusted and thoughtful partner during my onboarding, and the materials and structure her team developed helped accelerate my transition into the role. She also provided valuable support during the recruitment and onboarding of key finance staff, including our Controller and Senior Accountant. What stands out about Jennie and Melody Advisory is not only their technical expertise, but also their collaborative and supportive approach. They understand how to meet an organization where it is, while building systems and processes that are both practical and sustainable."

    —Joseph, Director of Finance and Administration

  • "Jennie brings a rare combination of technical expertise and strong interpersonal skills. She understands not just how to build systems, but how to drive alignment and execution across an organization. If you are looking for someone who can lead a complex implementation from stakeholder alignment through execution, Jennie is exactly who you want leading the effort."

    —Aaron, President & CEO