Advisory and Internal Controls
Practical systems and tax analysis for growing organizations.
Internal-Control Advisory
We review accounting workflows, identify control gaps, and recommend improvements suited to the size, staffing, and risk profile of the organization.
- Segregation-of-duties review
- Cash receipt and disbursement controls
- Payroll and vendor controls
- Approval limits and access rights
- Month-end close procedures
- Management reporting controls
Process Documentation
We document practical standard operating procedures for recurring accounting and reporting processes. Clear procedures help reduce errors, support training, and establish accountability.
Cross-Border Tax Advisory
- Canada-US treaty analysis
- Permanent establishment considerations
- Cross-border withholding taxes
- Remote employee and contractor exposure
- Entity and transaction comparisons
Transfer Pricing
Related Canadian and US entities must consider arm’s-length pricing and documentation. Engagements are scoped according to the transactions, jurisdictions, materiality, and documentation needs. Economic studies or legal opinions might require coordination with specialized providers.
Important Scope Point
Internal-control advisory and process reviews are consulting services. They do not constitute an audit, review, certification, or assurance opinion unless a separate written engagement expressly states otherwise.
Advisory and Internal Controls
Practical systems and tax analysis for growing organizations.
Internal-Control Advisory
We review accounting workflows, identify control gaps, and recommend improvements suited to the size, staffing, and risk profile of the organization.
- Segregation-of-duties review
- Cash receipt and disbursement controls
- Payroll and vendor controls
- Approval limits and access rights
- Month-end close procedures
- Management reporting controls
Process Documentation
We document practical standard operating procedures for recurring accounting and reporting processes. Clear procedures help reduce errors, support training, and establish accountability.
Cross-Border Tax Advisory
- Canada-US treaty analysis
- Permanent establishment considerations
- Cross-border withholding taxes
- Remote employee and contractor exposure
- Entity and transaction comparisons
Transfer Pricing
Related Canadian and US entities must consider arm’s-length pricing and documentation. Engagements are scoped according to the transactions, jurisdictions, materiality, and documentation needs. Economic studies or legal opinions might require coordination with specialized providers.
Important Scope Point
Internal-control advisory and process reviews are consulting services. They do not constitute an audit, review, certification, or assurance opinion unless a separate written engagement expressly states otherwise.