Grab the checklist below. If you score badly in 2 or 3 sections, that usually means there is real money leaking out of the business, not just minor messiness.
No inbox scavenger hunt. No weird gating. Just the file.
Run through it fast the first time. Mark the places where your answer is "we kind of do that" or "only when someone remembers." Those are usually the first leaks worth fixing.