Process and Procedure Review Services

Our process and procedure reviews are a thorough, top-down look at a company’s processes. 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. A process/procedure review isn’t limited to accounting issues and may include some or all of the following:

  • 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 and staffing levels
  • Evaluate internal and external financial reporting requirements

Our process improvement consulting deliverable is a report that outlines:

  • Potential opportunities to improve and/or streamline internal processes and procedures
  • Recommendations for other opportunities to improve the company’s business processes

As a process improvement consulting firm, Smith & Howard can help increase the efficiency of your processes. For more information, just fill out the form on this page. A member of our team will be in touch with you.

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Our agile approach means we can quickly adjust to the needs of our clients.

Sean C. Taylor

Partner, Assurance Services Leader