Specialist service
Controls that fit a business of your size, written down and tested.
Controls across sales, purchasing, treasury, inventory and payroll, assessed, documented and tightened.
A small business cannot separate every duty the textbook says should be separated. It can decide, deliberately, which risks it accepts and which it controls, and write that down.
We walk through each cycle with the people who run it, document what actually happens, and recommend changes that are proportionate: a second signature here, a monthly review there, a system permission that should never have been granted.
- 01
Process walkthroughs
Sales to cash, purchase to pay, payroll, inventory and treasury, each traced end to end with the staff who perform them.
- 02
Segregation of duties in a small team
Where the same person must do two things, a compensating review that catches what separation would have prevented.
- 03
Cash and treasury controls
Bank access, payment approvals, signing limits and the reconciliation that closes the loop.
- 04
Inventory and purchasing
Receiving, counts, write-offs and approvals, with the reports that show when something is drifting.
- 05
Documentation
A procedures manual the business can hand to a new hire or an auditor.
- 06
Follow-up review
A return visit after implementation to confirm the controls are operating, not just designed.
Deliverables, named in the engagement letter.
Scope, deadlines and fee are agreed in writing before work begins. What follows is what that letter typically lists for this service.
- A written controls report with prioritised recommendations
- Procedures manual for each cycle reviewed
- Follow-up review report
Tell us where the books stand. We will tell you what it takes.
Describe the situation and you will get a straight answer about what the work involves, what it costs, and how soon it can begin. Nothing is billed until an engagement letter is signed by both sides.
Or call (647) 887-6942. Replies within one business day.