Internal controls design that’s practical
Controls are most effective when they reduce risk without freezing operations. We design permissions, approvals, and review steps that fit your team size and tools.
Service overview
We design operational control patterns (who can do what, who approves, and who reviews) across key workflows. Controls are documented and aligned to the tools you use.
Permissions
Role-based access aligned to responsibilities.
Approvals
Consistent review paths for key actions.
Evidence
A lightweight trail for decisions and exceptions.
Common problems solved
- Too many users have admin-level permissions
- Approvals happen informally and inconsistently
- Segregation-of-duties is unclear for payables and expenses
- Close reviews are ad hoc and hard to repeat
What implementation includes
Controls design
- Controls mapping by workflow (payables, expenses, payroll, close)
- Role and permission model recommendations
- Approval paths and exception handling
Enablement
- Implementation support in the tools (where access allows)
- Documentation and review checklists
- Team training for ongoing adherence
Typical outcomes
More controlled access
Permissions reflect roles and reduce unnecessary exposure.
Consistent approvals
Clear approval rules that don’t rely on memory.
Repeatable reviews
Checklist-based reviews during close and exceptions.
Operational and unlicensed services
This engagement focuses on operational permissions, approvals, and workflow controls. We do not provide tax, legal, audit/assurance, or investment advice.