- Identify all impacting vendors.
- Consult with Accounting team to identify concerns.
- Rebuild company’s reconciliation to reduce write-offs and unknowns.
- Create SOX supporting reconciliation description.
- Perform parallel reconciliation for a month.
- Train staff on new reconciliation style and source material.
- Provide user manuals for new process.
- Follow-up with Accounting staff after install and retrain/fine tune if necessary.
Let users know what you would have wanted to know about this company.
