CONTROLLER & ACCOUNTING ADVISORY SERVICES
Stronger Processes. Better Controls. More Confident Decisions.
Practical controller-level support to streamline financial operations, strengthen your control environment, and build accounting workflows that work for your organization.
Beyond Financial Reporting
Sound financial operations require more than reconciled accounts. Your business needs clear responsibilities, consistent processes, reliable systems, and controls that support accurate information and effective oversight.
MDC Bookkeeping & Consulting Services works with small businesses and nonprofits to evaluate how accounting activities are performed, identify opportunities for improvement, and develop practical solutions. Whether you need a documented reimbursement process, a customized approval workflow, or help converting records from cash to accrual accounting, the goal is to build processes your team can actually use.
Process Improvement & Workflow Design
We help review existing practices, remove unnecessary manual steps, and create repeatable workflows that make financial operations more efficient and consistent.
Custom Approval Workflows
- Design of purchase, payment, expense, and reimbursement approval processes
- Defined approval roles, thresholds, documentation requirements, and escalation paths
- Workflow design using appropriate existing accounting and expense platforms
Process Streamlining
- Review of existing accounting processes and handoffs
- Identification of bottlenecks, duplicate work, and manual data entry
- Development of clearer processes for accounts payable, receivables, month-end close, and financial documentation
Internal Controls & a Stronger Control Environment
Controls should protect the organization without unnecessarily slowing down day-to-day operations. Drawing on accounting and audit experience, MDC helps design controls that are appropriately scaled to your organization’s size, risks, and resources.
- Assessing key financial processes for potential control gaps
- Segregation-of-duties and approval structure recommendations
- Supporting documentation, authorization, and record-retention requirements
- Reconciliation and review procedures for financial accounts
- Policies and procedures that strengthen accountability and consistency
Our advisory work supports management’s internal control responsibilities; it does not constitute an independent audit, attestation, or guarantee against error or fraud.
Process Narratives, SOPs & Custom Forms
Good processes are easier to follow when expectations are documented. We can translate day-to-day activities into practical written instructions and standardized tools.
Process Documentation
- Process narratives describing activities, responsibilities, handoffs, and controls
- Standard operating procedures (SOPs) and accounting policies
- Documentation of approval, reimbursement, purchasing, and month-end processes
Customized Business Forms
- Reimbursement and expense submission forms
- Payment request and authorization forms
- Supporting documentation checklists and request templates
- Other operational forms tailored to your workflow
System Integrations & Financial Technology
An effective accounting workflow depends on systems sharing information accurately. MDC can help evaluate how your tools fit together and whether integrations support the intended process.
- Review of connections between accounting, payroll, expense, banking, and payment systems
- Coordination of appropriate system integrations and configuration
- Evaluation of data flows and exception-handling procedures
- Review of reconciliations and reporting outputs to identify integration issues
- Recommendations to reduce duplicate entry and improve workflow reliability
Integration capabilities depend on the software and access available. Technical development or custom programming, where needed, would be separately scoped.
Cash-to-Accrual Accounting Conversions
As organizations grow or reporting requirements change, cash-basis records may no longer provide the level of detail they need. MDC can help evaluate the accounting impact of moving from cash to accrual reporting and assist with the transition.
- Review of existing books and the desired accounting basis
- Identification of receivables, payables, prepayments, accruals, and other necessary balances
- Preparation or coordination of supported conversion and adjusting entries
- Balance sheet reconciliations and financial statement presentation
- Documentation of recurring accrual and close procedures going forward
The scope and effective date of a conversion are determined from the available records, reporting objectives, and applicable requirements. Tax-method changes, when relevant, are evaluated separately.
Additional Controller & Advisory Support
- Month-end close oversight and balance sheet review
- Financial statement analysis, budgeting, and forecasting
- Cash flow monitoring and treasury process support
- Management reporting and decision-support analysis
- Ongoing review and improvement of financial processes
How We Work Together
1. Evaluate
We learn how your current processes, systems, and responsibilities fit together.
2. Design & Document
We develop recommendations, workflows, narratives, forms, and controls matched to your needs.
3. Implement & Refine
We support agreed improvements, review their operation, and identify adjustments.
Engagements can be project-based or ongoing, depending on the level of accounting and operational support required.
Explore Other Services
Looking for additional support? Explore another MDC service or view everything we offer.
Let’s Build Better Financial Operations.
If your processes feel overly manual, your integrations are not working as expected, or your organization needs stronger financial controls, we’d be glad to discuss your priorities.