|
Our process and procedure reviews are a thorough and comprehensive review of a company’s processes from the top down. They are frequently performed to give management and ownership assurance that the business is being run in the most efficient, ethical and financially secure way possible. The procedures performed during a process/procedure review may include the following, and aren’t limited to accounting matters:
- Interviews with management to discuss their duties and responsibilities.
- Discuss revenue, A/R, A/P, cash disbursement, general ledger and other financial processes.
- Obtain, review and evaluate forms and documents.
- Evaluate technology, especially as it relates to accounting records.
- Evaluate internal controls [link here to internal control page] and staffing levels.
- Evaluate internal and external financial reporting requirements.
|
Our goal — and offering — at the end of this process is to provide our clients with:
- Potential opportunities to improve and/or streamline internal processes and procedures.
- Recommendations for other opportunities to improve the company’s business processes.
- Value.
|
One of our goals in process and procedure reviews is to identify opportunities for our clients to improve and/or streamline internal processes.
— Paul Atkinson, Manager
|
