Looking for insight without a large engagement?

See more about our Operational Health Check services →

  • We take a short, targeted look at how your operations work to identify root causes of the problems. Then we tell you what we find.

    We offer a Focused Health Check, where the scope is a specific problem area, and an Organizational Health Check, where the scope is a broader scan across key areas.

    You get clear, practical insight into what's broken, how serious it is, and what to do next. No big-firm price tag, no commitment to a larger engagement.

    What you do after that is up to you.

  • We assess how your current processes actually work, identify breakdowns, and redesign workflows, roles, and controls.

    This includes process mapping, workflow redesign, role clarification, and removing bottlenecks and manual inefficiencies.

    Operations run more smoothly, work flows efficiently, and your team can focus on higher-value activities.

  • We evaluate how your systems, workflows, and data interact, identify disconnects, and align them so they work together.

    This includes system selection support, configuration, workflow alignment, data flow improvement, and eliminating workarounds and duplicate processes.

    Systems support how your organization actually operates, data is more reliable, and work moves seamlessly across teams.

  • We assess financial processes and reporting workflows, identify gaps in data integrity and timing, and rebuild the structure behind your reporting.

    This includes improving the month-end close process, streamlining reporting workflows, validating data validation, and strengthening how financial information is generated and used.

    You have clear, reliable, and timely data and information that supports decision-making and builds confidence in your numbers.

  • We turn audit findings and compliance issues into practical, working solutions.

    This includes drafting responses, implementing corrective actions, strengthening processes, and acting as a liaison between leadership, auditors, and regulators.

    Risk is reduced, compliance improves, and your organization is better prepared for ongoing audit and regulatory requirements.

  • We step in after operational breakdowns, leadership transitions, or legal actions to stabilize the organization and restore structure.

    This includes assessing the current state, prioritizing critical fixes, and rebuilding processes, controls, and workflows.

    Operations stabilize, risk is addressed, and the organization can move forward with structure and clarity.

Our Services

We provide operational consulting and process improvement services to identify what’s not working, fix the underlying issues, and build processes, systems, and controls that work together as your organization grows and scales.

Our work typically falls into a few core areas, depending on where support is needed.

Not sure where to start? See when to call us →

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, SaaS company

  • "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, CFO, mid-sized nonprofit

  • "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, Former Director of Procurement, global media company