Process notes and flowcharts for control walkthroughs

Internal control assessment

Walkthroughs of cash, purchasing, and payroll cycles with written recommendations your team can apply before year-end.

Before auditors arrive, many finance teams want a clear picture of where approvals, segregation of duties, and reconciliations are thin. Our internal control assessment maps selected cycles — usually cash receipts and disbursements, purchasing to payables, and payroll — through interviews and document walkthroughs.

Outcome: a prioritized findings list with practical fixes (who should approve, what evidence to keep, how often to reconcile), not a theoretical control framework document.

Duration: one to three weeks depending on how many locations and systems are in scope.

Good fit: companies preparing for a first statutory audit, or those that received control comments in last year’s management letter and want progress before the next opinion date.