"Adding value through professional services and expert training"
"Adding value through professional services and expert training"

Operational Products


1. Performance Metrics - 201401

  • Assessment
  • Development
  • Reporting

2. Performance Management - 201402

  • Linkage to objectives
  • Data-Driven Decisions
  • Cascading Accountability

3. Process Improvement - 201403

  • Accelerated Improvement Method (AIM)
  • Process Mapping
  • Value-Added Analysis
  • Six-Sigma / LEAN
  • Procedures Analysis

4. Strategic Planning - 201404

  • Planning Retreats
  • Gap Analysis
  • Action Plan Monitoring


1. Value-Added Analysis - 201405

  • Identifiy Redundancy and Inefficiency
  • Eliminate Waste
  • Focus on the Customer
  • Reduce Cycle-Time

2. Six-Sigma/LEAN Strategies - 201406

  • Intro to Six-Sigma and LEAN
  • The Project Team & DMAIC
  • Voice of the Customer
  • Process Redesign

3. Developing Meaningful Performance Measures - 201407

  • Linkage to Mission & Vision
  • Documenting Objectives
  • Performance Metric Types
  • Performance Tracking Software

4. Technology Gap Analysis - 201408

  • Technology Mapping
  • Business Objective Integration
  • Technology Justification

5. Strategic Planning- 201409

  • Mission & Vision
  • SWOT
  • Action Planning

6. Process Improvement - 201410

  • Process Improvement Objectives
  • Process Mapping
  • Process Flow / Activity Analysis
  • Decision Point Analysis

7. Leadership Training - 201411

  • Leadership Styles
  • Ethics
  • Communication Plan
  • Goal Setting / Management by Data
  • Succession Plan

Audit Assistance

         AUDIT          SERVICES

1. Operational Audits - 201412

  • All Operation Elements
  • Efficiency & Effectiveness
  • Management Controls

2. Compliance Audits - 201413

  • Laws, Statutes, Regulator
  • ​Franchise Fee Remittance
  • Public Service Tax Remittanc
  • Private/Public Contract Review
  • Policy & Procedure
  • Quality Programs
  • Accreditation

3. Performance Audits - 201414

  • Processes & Program Audits
  • Objective Criteria
  • Results Oriented

4. Financial Audits - 201415

  • Financial Statements 
  • Financial Reporting
  • Government Criteria

5. Risk Assessment - 201416

  • Risk Surveying
  • Risk Matrix Development
  • Identify Internal Controls
  • Process Map Controls
  • Identify Control Deficiencies

6. Audit Peer Reviews - 201417

  • Adherence to IIA Standards
  • IAA  Documentation
  • Audit Plan Design
  • Audit Programs
  • Audit Workpapers
  • Audit Report / Follow-up


1. CIA Exam Preparation - 201418

  • Part 1: Internal Auditing Basics
  • Part 2: Internal Audit Practices
  • Part 3: Knowledge Elements
  • CGAP: Auditing Government

2. Risk Assessment - 201419

  • Preparing the Organization
  • Electronic Risk Survey
  • Electronic Risk Matrix

3. Performance Measurement: What Auditors Need To Know - 201420

  • Program and Process Mapping
  • Performance Expectations
  • Tracking Performance
  • Managing Performance

4. High Value Auditor Practices to Improve Performance Management - 201421

  • Assessing What Exists
  • Model Practice Criteria
  • High Value Audits

5. Auditing Relevance and Reliability of Performance Information - 201422

  • Audit Planning
  • Applying PI Criteria
  • Determining the Relevance
  • Certifying the Reliability

No-Fee Consultation



Click on the link to request a  no-fee consultation:,             or call: 561-706-3575 

Provide your name, contact information, and the area of assistance needed.

Then, within 24 hours we will be discussing whether our core competencies and expertise will be able to assist you.

Together we'll determine if Operational and  Audit Solutions is the right partner for your organization.

If it looks like we can assist, great! We'll come to you, discuss your needs, then conduct a no-fee project assessment. Utilizing our sixty-plus years of experience, we will provide you with a recommendation on how to proceed and the outcomes to expect based upon our initial consultation. All at no cost.

That's all, no twelve step process, we'll come to you, have a discussion, offer you a no-fee consultation and let you decide what you want to do next. It's only good for us if we exceed your expectations!

Consulting Services

Our Purpose:

We provide an independent, objective, experienced voice to the areas that are mission-critical to your organization. We provide operational and internal audit professional services and training expertise to, 1) Non-Profit, 2) Government, and 3) Manufacturing organizations. We work with organizations that strive to be leaders in their sectors.

We are internal audit and operational performance experts with over 60 years of experience assisting organization's like yours - Accomplish Objectives! Exceed Expectations! Obtain Organizational Excellence!

We partner with you, for you. Operational and Audit Solutions, LLC - the easy choice.

Training Services

Proven Training:

We are expert trainers, providing executive, management and staff-level training. Training is interactive and customized, as such, we partner with you to deliver training specific to your needs.  

We provide full course materials, utilizing terminology and examples specific to your organization, and following training we provide  on-going support. Training can be delivered via web-based or on-site methods.




Operational & Audit Solutions, LLC

Operational & Audit Solutions, LLC is a management consulting firm focused on helping businesses solve the complex challenges and decisions facing your company today. Operational & Audit Solutions, LLC consultants assist partner-clients maintain and achieve successful businesses with financially sound practices.


Over the years, the consultants of Operational & Audit Solutions, LLC have earned a reputation for excellence in the field of operational and internal auditing services. We offer advice and support for every process and structure within your company – from short-term solutions to long-term goals.

Operational & Audit Solutions, LLC provides complete and sustainable solutions for small to mid-sized businesses and large corporations. To find out more about how we can help your company, please take a look at some of the projects we have recently completed for our client-partners.

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