Time Entry
Staff
*
Amy Grigsby
Ayoola Akanni
Brittney Rice
Chad Hughes
Cheila Fernandez Garcia
Courtney Sustaire
Cyprene Calaoa
David Allen
Deena Davis
Donald Cook
Edward Blaise
Eleisha Pate
Fran Timme
Gabe Stroh
Janet Beasley
Jayme Crippen-Livingston
Jeffrey Rocque
Jennifer Gowen
Jeremiah Irving
Jerry Trieber
Jessica Lett
Jessica Porretto
Joel Baier
Johan Potgieter
John Urick
Joseph Wainscott
Kasey Vaughn
Kim Le
Liem Tran
Lily Fu
Margarette Elwell
Melissa Anderson
Michael Yoste
Michele McSorley
Nathalia Carvalho
Nicole Daniele
Paul Robertson
Pedro Bravo
Pierre Lorenzo
Ronel Olver
Shannon Ashment
Shari Bray
Selali Mensah
Shweta Bakshi
Stephanie Hendrick
Suzanne Wooldridge
Tammie Sturgis
Tammy Scudder
Tracy Stewart
Valerie Hitt
Vanessa Barreto
Test
Date
*
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Year
-
Month
Day
YYYY-MM-DD
Hours Worked
*
Billing Status
*
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Non-billable
Discount
Clients
*
Please select one
1701045
1701056
1801075
2002009
2002010
2011OE1007
2101AN1008
A2B1029
A2Q1027
AMB2003
ATE1028
CEP1039
CLY2026
COR2002
CTD2025
CYT2024
ERI1006
FAS1061
GIT2027
GOP1049
GRO2020
JOT1026
MCG1046
LIF1033
PRO2004
PUB2019
RED1099
RIS1082
RLI1097
TEC2001
TIG2028
TPI1092
TUR1037
UPL2007
2002010 Projects
HR FY20
Audit Support FY20
HR FY21
2002010 HR FY21
Audit Preparation
Process Design
Process Transactions
Job Architecture
Workday Readiness
Project Admin
2002010 HR FY20
Audit Preparation
Business Review
Process Design
Process Transactions
Project Admin
SigSci Acqu
2002010 Audit Support FY20
Audit & Acctg Support
2002009 Projects
AR Invoicing FY20
2002009 AR Invoicing FY20
Invoice Processing
Project Admin
Training & Documentation
PRO2004 Projects
Accounting FY21
Ad-hoc FY21
Payroll FY21
PRO2004 Accounting FY21
Bookkeeping
Project Admin (PA)
Reports
Training
PRO2004 Ad-hoc FY21
Business License Research
Onboard Employees
Offboard Employees
Bank Setup
HR & Benefits Support
PRO2004 Payroll FY21
Payroll
Project Admin (PA)
Training
AMB2003 Projects
SOX FY22
SOX FY23
AMB2003 SOX FY21
Project: SOC1 Mapping
AMB2003 SOX FY22
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Year End Deficiencies (SAD)
Documentation: Entity Level Controls (ELC)
Documentation: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Documentation: HR & Payroll (HRP/PRC)
Documentation: Inventory (INV)
Documentation: Order to Cash (OTC/QTC/REV/COR)
Documentation: Procure to Pay (PTP)
Documentation: TAX
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Inventory (INV)
Walkthrough: Mergers & Acquisitions (M&A)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Testing: Entity Level Controls (ELC)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Mergers & Acquisitions (M&A)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Documentation: IT General Controls (ITGC-AC)
Documentation: IT General Controls (ITGC-CO)
Documentation: IT General Controls (ITGC-SD)
Documentation: IT General Controls (ITGC-CM)
Walkthrough: IT General Controls (ITGC-AC)
Walkthrough: IT General Controls (ITGC-CO)
Walkthrough: IT General Controls (ITGC-SD)
Walkthrough: IT General Controls (ITGC-CM)
Testing: IT General Controls (ITGC-AC)
Testing: IT General Controls (ITGC-CO)
Testing: IT General Controls (ITGC-SD)
Testing: IT General Controls (ITGC-CM)
Internal: Training (SOX)
Risk Assessment
AMB2003 SOX FY23
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: Fraud Risk Assessment
Project: SOC I Mapping
Project: Year End Deficiencies (SAD)
Document: Entity Level Controls (ELC)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: HR & Payroll (HRP/PRC)
Document: Inventory (INV)
Document: Mergers & Acquisitions (M&A)
Document: Order to Cash (OTC/QTC/REV/COR)
Document: Procure to Pay (PTP)
Document: TAX
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Inventory (INV)
Walkthrough: Mergers & Acquisitions (M&A)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Testing: Entity Level Controls (ELC)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Mergers & Acquisitions (M&A)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Remediation Testing: Entity Level Controls (ELC)
Remediation Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Remediation Testing: HR & Payroll (HRP/PRC)
Remediation Testing: Inventory (INV)
Remediation Testing: Mergers & Acquisitions (M&A)
Remediation Testing: Order to Cash (OTC/QTV/REV/COR)
Remediation Testing: Procure to Pay (PTP)
Remediation Testing: TAX
Document: ITGC Entity Level (ITGC-ELC)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC System Development (ITGC-SD)
Document: ITGC Change Management (ITGC-CM)
Walkthrough: ITGC Entity Level (ITGC-ELC)
Walkthrough: ITGC Access Controls (ITGC-AC)
Walkthrough: ITGC Computer Operations (ITGC-CO)
Walkthrough: ITGC System Development (ITGC-SD)
Walkthrough: ITGC Change Management (ITGC-CM)
Testing: ITGC Entity Level (ITGC-ELC)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC Computer Operations (ITGC-CO)
Testing: ITGC System Development (ITGC-SD)
Testing: ITGC Change Management (ITGC-CM)
Remediation Testing: ITGC Entity Level (ITGC-ELC)
Remediation Testing: ITGC Access Controls (ITGC-AC)
Remediation Testing: ITGC Computer Operations (ITGC-CO)
Remediation Testing: ITGC System Development (ITGC-SD)
Remediation Testing: ITGC Change Management (ITGC-CM)
TEC2001 Projects
SOX FY22 Addendum 2-NetSuite SOD Rnd 2
SOW FY22 Addendum 1-SOC1
SOX FY22
TEC2001 NetSuite FY21
NetSuite Support
Project Admin
Training
TEC2001 SOX FY21
Flowchart - Equity and Stock Admin
Flowchart - Financial Statement Close (FSC)
Flowchart - Fixed Assets (FA)
Flowchart - HR and Payroll
Flowchart - IT General Control (ITGC)
Flowchart - Inventory (INV)
Flowchart - Order To Cash (OTC)
Flowchart - Procure To Pay (PTP)
Flowchart - Treasury Cash Management (TCM)
Flowchart - TAX
RCM - Entity Level Control (ELC)
RCM - Equity and Stock Admin
RCM - Financial Statement Close (FSC)
RCM - Fixed Assets (FA)
RCM - IT General Control (ITGC)
RCM - Inventory (INV)
RCM - Order To Cash (OTC)
RCM - Procure To Pay (PTP)
RCM - HR and Payroll
RCM - Treasury Cash Management (TCM)
RCM - TAX
WT - Entity Level Control (ELC)
WT - Equity and Stock Admin
WT - Financial Statement Close (FSC)
WT - Fixed Assets (FA)
WT - IT General Controls (ITGC)
WT - Inventory (INV)
WT - Order To Cash (OTC)
WT - Procure To Pay (PTP)
WT - HR and Payroll
WT - Treasury Cash Management (TCM)
WT - TAX
Testing - Entity Level Control (ELC)
Testing - Equity and Stock Admin
Testing - Financial Statement Close (FSC)
Testing - Fixed Assets (FA)
Testing - IT General Control (ITGC)
Testing - Inventory (INV)
Testing - Order To Cash (OTC)
Testing - Procure To Pay (PTP)
Testing - HR and Payroll
Testing - Treasury Cash Management (TCM)
Testing - TAX
COSO Mapping
External Auditor Management
Key Reports Testing
Project Management
Quarterly Audit Committee Reporting
Risk Assessment
Segregation of Duties (SOD)
Training
YE Evaluation of Deficiencies
TEC2001 SOX FY22
Project: AC Communication (SOX)
Project: COSO Mapping
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP)
Document: Entity Level Controls (ELC)
Document: Equity Stock Administration (ESA)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Document: HR & Payroll (HRP/PRC)
Document: Inventory (INV)
Document: Order to Cash (OTC/QTC/REV/COR)
Document: Procure to Pay (PTP)
Document: TAX
Document: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Project: Risk Assessment (ITGC)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC System Development (ITGC-SD)
Document: ITGC Change Management (ITGC-CM)
Walkthrough: ITGC Access Controls (ITGC-AC)
Walkthrough: ITGC Computer Operations (ITGC-CO)
Walkthrough: ITGC System Development (ITGC-SD)
Walkthrough: ITGC Change Management (ITGC-CM)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC Computer Operations (ITGC-CO)
Testing: ITGC System Development (ITGC-SD)
Testing: ITGC Change Management (ITGC-CM)
TEC2001SOX FY22 Addendum 2-NetSuite SOD Rnd 2
Project: NetSuite SOD
TEC2001 SOW FY22 Addendum 1-SOC1
Project: Global Shares SOC1 Mapping
Project: NetSuite SOC1 Mapping
Project: TriNet SOC1 Mapping
Project: UBS SOC1 Mapping
LIF1033 Projects
IA FY22
LIF1033 IA FY22
Project: Plan
Project: Project Management (Business)
Project: SOD Analysis (Non-ERP)
Document: HR & Payroll (HRP/PRC)
Walkthrough: HR & Payroll (HRP/PRC)
Testing: HR & Payroll (HRP/PRC)
LIF1033 ERM FY20
Enterprise Risk Management
Project Admin
Training
LIF1033 Compliance Audit FY20
Compliance Audit
Project Admin (PA)
Training
LIF1033 Contract Management FY19
Contract Testing
Project Admin (PA)
Training
LIF1033 PII Audit FY20
Project Admin (PA)
Training
PII Project
PPP1093 Projects
1704CM1001 Projects
FY18 ADMIN
FY18 GRAPHIC DESIGN
FY18 WEBSITE
1704CM1001 FY18 Admin
Admin - Ad Hoc
Project Management
1704CM1001 FY18 Graphic Design
Address Label
Note Card
1704CM1001 FY18 Website
Web Development
1706XS1002 Projects
XS17
XS18
1706XS1002 XSFY17
Admin
Advisory Council Meeting
Board Meeting
Brochure
COB Dinner
Comp Dinner
Comp Dinner Brochure
Info Meetings
Leadership Council Meeting
NomGov Dinner
NomGov Dinner Brochure
Project Management
Website
YE Dinner - KL
YE Dinner Brochure
1706XS1002 XSFY18
AC Dinner
Admin
Advisory Council Meeting
Board Meeting
Brochure
COB Dinner
Comp Dinner
Comp Dinner Brochure
Email Blast - Morn Prog
Email Blast – President
Info Meetings
Leadership Council Meeting
NomGov Dinner
NomGov Dinner Brochure
PCR Dinner
PCR Dinner Brochure
Project Management
Xchange
Xchange Brochure
YE Dinner - KL
YE Dinner Brochure
1701056 Projects
FY17Admin
1701056 FY17Admin
Admin - Ad Hoc
Project Management
1801075 Projects
LD18
LD19
LD20
LD21
LD-ALL
1801075 LD21
Zoom Call-Aug14
Zoom Call-Aug28
Zoom Call-Sept 11
Zoom Call-Sept 25
Zoom Call- Oct 9
Zoom Call- Oct 23
Zoom Call-Nov 13
Zoom Call-Nov 27
Zoom Call-Dec 11
Zoom Call-Dec 25
Zoom Call- Jan15
Zoom Call- Jan29
1801075 LD18
Cyber Games 19 - Admin & Prep
Cyber Games 19- Graphics
Info Meetings
Ring 1 Fall18– Admin & Mtg Prep
Ring 1 Summer19– Admin & Mtg Prep
Ring 2 Summer19– Admin & Mtg Prep
Ring 1 Winter18– Admin & Mtg Prep
Ring 2 Winter18– Admin & Mtg Prep
1801075 LD19
Audit Dinner 20 - Admin & Prep
Comp Dinner - Admin & Prep
Conf Calls
Cyber Games 20 - Admin & Prep
Cyber Games 20- Graphics
Fundamental Calls
HIT Mtgs 20 - Admin & Prep
HIT Mtgs19 – Admin & Prep
NomGov Dinner19 – Admin & Prep
Ring 1 Fall19– Admin & Mtg Prep
Ring 2 Fall19– Admin & Mtg Prep
Ring 1 Spring19– Admin & Mtg Prep
Ring 2 Spring19– Admin & Mtg Prep
Ring 1 Winter19– Admin & Mtg Prep
Ring 2 Winter19– Admin & Mtg Prep
Ring1 Spring Mtg 20 - Admin & Prep
Ring2 Spring Mtg 20 - Admin & Prep
Ring1 Summer Mtg 20 - Admin & Prep
Ring2 Summer Mtg 20 - Admin & Prep
1801075 LD20
Board Games 20 - Admin & Prep
Board Games 20- Graphics
Ring1 Fall Mtg 20 - Admin & Prep
Ring2 Fall Mtg 20 - Admin & Prep
Ring1 Winter Mtg 20 - Admin & Prep
Ring2 Winter Mtg 20 - Admin & Prep
1801075 LD-ALL
Admin
Confidence Survey
DL Bookkeeping
DL Website
Expenses
Graphics / Brochures - Generic
Membership Renewals
Newsletter
Podio Development & Workflows
Ring 1– Graphics/Brochure
Ring 2– Graphics/Brochure
Social Media Mktng
Training & Process Docs
2101AN1008 Projects
SOX FY21
2101AN1008 SOX FY21
Consultant
Project Admin (PA)
Training
AAA1065 Projects (INACTIVE)
FY18
AAA1065 FY18 (INACTIVE)
Account Recon Q1 18
Project Admin (PA)
Training
A2B1029 Projects
Internal
SX - IA
A2B1029 Internal
Accounting
Admin
Biz Dev
BTA
Data Mining
Documentation
Expenses
Expenses - KLLT
Expenses - SASI
HR
Holiday (Paid)
Holiday (Paid) – Presidents-Feb15
Holiday (Paid) – Memorial-May31
Holiday (Paid) – July 5
Holiday (Paid) – Labor-Sept6
Holiday (Paid) – Thanks-Nov25
Holiday (Paid) – Thanks-Nov26
Holiday (Paid) – Winter-Dec23
Holiday (Paid) – Winter-Dec24
Holiday (Paid) – New Year’s Eve – Dec31
Holiday (Paid) – NY-Jan0121
Internal Project
IT
Marketing
NetSuite Project Support (NS PS)
Planned Leave
Unplanned Leave
Project Admin (PA)
PDP
Recruiting
Reporting
Research
Research & Development
SVDX
Training
A2B1029 Q2Rocks
Q117DA-A
Q117DA-B
Q117DA-C
Q117DA-D
Q117NS-A
Q117NS-B
Q117NS-C
Q117NS-D
Q117NS-E
Q117NS-F
Q117OPS-A
Q117OPS-B
Q117OPS-C
Q117OPS-D
Q117OPS-E
Q117OPS-F
Q117OPS-G
Q117PA-A
Q117PA-B
Q117PA-C
Q117SOX-A
Q117SOX-B
Q117SOX-C
Q117SOX-D
Q117SOX-E
Q117SOX-F
Q117SOX-G
Q117SOX-H
Q117SOX-I
Q117SOX-J
Q117SOX-K
Q117SOX-L
Q117606-B
Q117606-C
Q117606-D
Q117606-E
Q217PA-A
Q217PA-B
Q217PA-C
Q217NS-A
Q217NS-B
Q217NS-C
Q217OPS-A
Q217OPS-B
Q217OPS-C
Q217OPS-D
Q217OPS-E
A2B1029 SX - IA
SX - IA Projects
A2Q1027 Projects
Internal
A2Q1027 Internal
Accounting
Admin
Admin RPA
Biz Dev
Board of Directors
Documentation
Directors League
Expenses
GSI
HiPower
Holiday (Paid)
Holiday (Paid) – Presidents-Feb15
Holiday (Paid) – Memorial-May31
Holiday (Paid) – July 5
Holiday (Paid) – Labor-Sept6
Holiday (Paid) – Thanks-Nov25
Holiday (Paid) – Thanks-Nov26
Holiday (Paid) – Winter-Dec23
Holiday (Paid) – Winter-Dec24
Holiday (Paid) – New Year’s Eve – Dec31
Holiday (Paid) – NY-Jan0121
HR
IT
Managers Meeting
Marketing
Midpen
MKT_FTB2018
MKT_NYL2019
NetSuite Project Support (NS PS)
Project Admin (PA)
Personal Time (Vacation Leave)
Personal Time (Sick Leave)
QBR
Recruiting
Reporting
Research & Development
Sales
Sales_NewClient
Sales_Status
SVDX
Team Building
Tony Robbins
Training
Travel
Veteran-Owned Small Business (VOSB)
AIM Projects
SOX18
AIM SOX17 (INACTIVE)
Document(Narr): Clinical Trial Accruals (CTA)
Document(Narr): Entity Level Control (ELC)
Document(Narr): Equity & Stock Admin (ESA)
Document(Narr): Financial Close & Reporting (FCR)
Document(Narr): Fixed & Intangible Assets (FA & IA)
Document(Narr): HR & Payroll (HRP)
Document(Narr): IT General Controls (ITGC)
Document(Narr): New Controls
Document(Narr): Procure-to-Pay (PTP)
Document(Narr): Tax
Document(Narr): Training
Document(Narr): Treasury Cash Management (TCM)
Project: COSO Mapping
Project: Evaluate and report (Qtrly AC reporting & Auditor Mgmt)
Project: Flowcharts
Project: Management Review Controls (MRC)
Project: Project Admin (PA)
Project: Project Management
Project: Report & Spreadsheet Testing
Project: Risk assessment (scoping planning memo)
Project: Segregation of Duties (SOD) Analysis and Memo
Project: SOC I Controls Mapping
Project: SOX Prep
Project: Year-end evaluation of Summary of Aggregated Deficiency and Memo
Testing: Clinical Trial Accruals (CTA)
Testing: Entity Level Control (ELC)
Testing: Equity & Stock Admin (ESA)
Testing: Financial Close & Reporting (FCR)
Testing: Fixed & Intangible Assets (FA & IA)
Testing: HR & Payroll (HRP)
Testing: IT General Controls (ITGC)
Testing: New Controls
Testing: Procure-to-Pay (PTP)
Testing: Tax
Testing: Training
Testing: Treasury Cash Management (TCM)
Walkthrough: Clinical Trial Accruals (CTA)
Walkthrough: Entity Level Control (ELC)
Walkthrough: Equity & Stock Admin (ESA)
Walkthrough: Financial Close & Reporting (FCR)
Walkthrough: Fixed & Intangible Assets (FA & IA)
Walkthrough: HR & Payroll (HRP)
Walkthrough: IT General Controls (ITGC)
Walkthrough: New Controls
Walkthrough: Procure-to-Pay (PTP)
Walkthrough: Tax
Walkthrough: Training
Walkthrough: Treasury Cash Management (TCM)
AIM SOX18
Document(Narr): Clinical Trial Accruals (CTA)
Document(Narr): Entity Level Controls (ELC)
Document(Narr): Equity & Stock Admin (ESA)
Document(Narr): Financial Close & Reporting (FCR)
Document(Narr): Fixed and Intangible Assets (FA & IA)
Document(Narr): HR and Payroll (HRP)
Document(Narr): IT General Controls (ITGC)
Document(Narr): Procure to Pay (PTP)
Document(Narr): Tax
Document(Narr): Treasury Cash Management (TCM)
Project: COSO Mapping
Project: Deficiency Analysis
Project: Flowcharts
Project: Management Review Controls (MRC)
Project: Project Management
Project: Qtrly AC Reporting & Auditor Mgmt
Project: Report and Spreadsheet Testing
Project: Risk Assessment
Project: Segregation of Duties (SOD)
Project: SOC - Controls Mapping
Project: What Could Go Wrong (WCGW)
Testing: Clinical Trial Accruals (CTA)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Admin (ESA)
Testing: Financial Close & Reporting (FCR)
Testing: Fixed and Intangible Assets (FA & IA)
Testing: HR and Payroll (HRP)
Testing: IT General Controls (ITGC)
Testing: Procure to Pay (PTP)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Walkthrough: Clinical Trial Accruals (CTA)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Admin (ESA)
Walkthrough: Financial Close & Reporting (FCR)
Walkthrough: Fixed and Intangible Assets (FA & IA)
Walkthrough: HR and Payroll (HRP)
Walkthrough: IT General Controls (ITGC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: Tax
Walkthrough: Treasury Cash Management (TCM)
AIR1035 Projects
FY18
AIR1035 ReconArt 17
ReconArt
AIR1035 FY18
ReconArt
ALI1040 Projects
NetSuite
ALI1040 2016 Audit Prep Q317
Prepaid
Account Recon
ALI1040 NetSuite Fixed Asset and Prepaid Module Q217
Define
Design
Develop
Deploy
Project Management
ALI1040 NetSuite
Fixed Asset Scripting Aug2017
AMP1023 Projects
Accounting
AMP Accounting
Accounting
Documentation
Training
ANT1001 Projects
SOX16-Walkthrough
SOX16-Testing & Review
SOX16-Overall Project
SOX17-Overall Project
SOX17-Testing & Review
SOX17-Walkthrough
ANT SOX17-Overall Project
Evaluate and report (Qtrly AC reporting & Auditor Mgmt)
Management Review Controls (MRC)
Project Management
Report & Spreadsheet Testing
Year-end evaluation of Summary of Aggregated Deficiency and Memo
Project Admin (PA)
ANT SOX17-Walkthrough
Clinical Trial Accruals (CTA)
Collaboration Revenue
Entity Level Control (ELC)
Equity & Stock Comp (ESC)
External Reporting
Financial Close & Reporting (FCR)
HR & Payroll (HRP)
IT General Controls (ITGC)
Procure-to-Pay (PTP)
APT1036 Projects
NetSuite FY17 Consulting
APT1036 NetSuite FY17 Consulting
NetSuite Consulting
APT1036 NetSuite FY17 Implement Roles
Role Definition Design
APT1036 NetSuite FY17 SoxRox
SoxRox
APT1036 NetSuite FY17 Sandbox
Sandbox
Documentation
Training
ASM1068 Projects
NetSuite FY22
ASM1068 NetSuite FY22
NetSuite Support
ASM1068 NetSuite FY20
NetSuite Support
Project Admin
ASM1068 SOX FY18
302 Certification
Control Gap - ELC
Control Gap - FA
Control Gap - FSCP
Control Gap - HRP
Control Gap - ITGC
Control Gap - IUS
Control Gap - PTP
Control Gap - ESA
COSO
Implement – ESA
Implement – FA
Implement – FSCP
Implement – HRP
Implement – ITGC
Implement – IUS
Implement – OTP
Implement – PTP
Implement – Tax
Implement – TCM
ITGC Training
Process Doc - FA
Process Doc - FSCP
Process Doc - HRP
Process Doc - ITGC
Process Doc - IUS
Process Doc - OTC
Process Doc - PTP
Process Doc - TAX
Process Doc - TCM
Process Doc - ESA
Project Admin
SOD
Testing - ELC
Testing - FA
Testing - FSCP
Testing - HRP
Testing - ITGC
Testing - IUS
Testing - OTC
Testing - PTP
Testing - TAX
Testing - TCM
Testing - ESA
ASM1068 Project Management Support
Project Management
ASM1068 NetSuite FY18
Define
Design
Develop
Deploy
Project Management
Training
ASM1068 Process Design FY18
Project Admin
Controller Transition
Flowchart – FA
Flowchart – FSCP
Flowchart – HRP
Flowchart – IUS
Flowchart – PTP
Flowchart – Tax
Flowchart – TCM
Flowchart – ITGC
Process Design - ESA
Process Design - FA
Process Design - FSCP
Process Design - HRP
Process Design - OTC
Process Design - ITGC
Process Design - IUS
Process Design - Non Financial Metrics
Process Design - PTP
Process Design - Tax
Process Doc - ELC
ATC1073 Projects
Accounting FY21
Accounting FY22
ATC1073 Audit FY2020
Audit Preparation
Bookkeeping
Bookkeeping Review
Payroll
Project Admin (PA)
Reports
Training
ATC1073 Accounting FY22
Audit Preparation
Bookkeeping
Bookkeeping Review
Payroll
Project Admin (PA)
Reports
Training
ATC1073 Accounting FY21
Audit Preparation
Bookkeeping
Bookkeeping Review
Payroll
Project Admin (PA)
Reports
Training
ATC1073 Accounting FY20
Audit Preparation
Bookkeeping
Bookkeeping Review
Payroll
Project Admin (PA)
Reports
Training
ATC1073 Accounting FY19
Audit Preparation
Bookkeeping
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Reports
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Internal
ATE Internal
2A Facility Maintenance
Accounting
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Holiday (Paid) – Presidents-Feb15
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Holiday (Paid) – Thanks-Nov25
Holiday (Paid) – Thanks-Nov26
Holiday (Paid) – Winter-Dec23
Holiday (Paid) – Winter-Dec24
Holiday (Paid) – New Year’s Eve – Dec31
Holiday (Paid) – NY-Jan0121
HR
Internal Project
IT
Marketing
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PDP
Project Admin (PA)
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Training
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Veteran-Owned Small Business (VOSB)
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ATE1028 Q2Rocks (INACTIVE)
Q117DA-A
Q117DA-B
Q117DA-C
Q117DA-D
Q117NS-A
Q117NS-B
Q117NS-C
Q117NS-D
Q117NS-E
Q117NS-F
Q117OPS-A
Q117OPS-B
Q117OPS-C
Q117OPS-D
Q117OPS-E
Q117OPS-F
Q117OPS-G
Q117PA-A
Q117PA-B
Q117PA-C
Q117SOX-A
Q117SOX-B
Q117SOX-C
Q117SOX-D
Q117SOX-E
Q117SOX-F
Q117SOX-G
Q117SOX-H
Q117SOX-I
Q117SOX-J
Q117SOX-K
Q117SOX-L
Q117606-B
Q117606-C
Q117606-D
Q117606-E
Q217PA-A
Q217PA-B
Q217PA-C
Q217NS-A
Q217NS-B
Q217NS-C
Q217OPS-A
Q217OPS-B
Q217OPS-C
Q217OPS-D
Q217OPS-E
ATL1089 Projects
ATL1089 Back Office 2018
Bookkeeping
Project Admin (PA)
Training
AUD1087 Projects (INACTIVE)
SOX FY18
AUD1087 SOX FY18 (INACTIVE)
Loan Staff
Project Admin (PA)
Training
Transition - Internal Controls
Transition - SOX
AUI1072 Projects
Process Doc FY19
AUI1072 Process Doc FY19
Flowchart New Hire
Flowchart Termination
Flowchart HR Changes
Procedures New Hire
Procedures Termination
Procedures HR Changes
Flowchart Payroll
Procedures Payroll
Interview New Hire
Interview Termination
Interview HR Changes
Interview Payroll
Project Admin (PA)
Training
BEF2023 Projects
BLU2005 Projects
NetSuite FY20
BLU2005 NetSuite FY20
Consulting
Define
Design
Develop
Deploy
Project Admin
BAL1057 Projects
Back Office 2018
BAL1057 Back Office 2018
Payroll Processing Services
Project Admin (PA)
Training
BLA1043 Projects
Selection Services
BLA1043 Selection Services
ERP Selection
ERP Selection - Disc.
CAN1052 Projects
SOX 404B FY17
CAN1052 SOX 404B FY17
Jan-Mar 2018
CAL1002 Projects
Excel Guru Q1'17
CAL1002 Excel Guru Q1'17
Excel Guru Q1'17
Documentation
Training
CAL1025 Projects
Accounting 2016
Internal
CAL1025 Accounting 2016
Data Cleanup
Documentation
Training
CAT1070 Projects (INACTIVE)
Accounting FY19
CAT1070 Accounting FY19 (INACTIVE)
Bookkeeping
Project Admin (PA)
Reports
Training
CEN1003 Projects
FY18 Flowchart
ITGC SOX Readiness FY18
SoxRox Q317
SOX FY18
CEN1003 FY18 Flowchart
Order-to-Cash (OTC)
Revenue Recognition
Equity and stock options
Determination of accruals
Financial statement close
Procure-to-Pay (PTP)
HR and Payroll
Commissions
Fixed Assets
Project Admin (PA)
Training
CEN003 ITGC SOX Readiness FY18
Access & Report
Change Management
ITGC: Walkthrough
Operations
Planning
Project Admin (PA)
Project Management
System Access
System Development
Training
CEN1003 SoxRox Q317
NetSuite SOD
Project Admin (PA)
Training
CEN1003 SOX FY18
Commissions
Determination of Accruals
Equity and Stock Options
Financial Statement Close Process
HR or Payroll
Order to Cash
Procure to Pay (PTP)
Recognize and Defer Revenue
Project Admin (PA)
Training
CEN1003 NetSuite FY17 (INACTIVE)
SoxRox
CEN1003 FY17 Flowcharts (INACTIVE)
Commissions
Determination of Accruals
Equity & Stock Comp (ESC)
Financial Close & Reporting (FCR)
High Process
HR & Payroll (HRP)
Med/Low Process
Order-to-Cash (OTC)
Planning
Procure-to-Pay (PTP)
Project Admin (PA)
Project Management
Recognize and Defer Revenue
CEN1003 NetSuite FY17 JE WF (INACTIVE)
Journal Entry Approval Workflow
Project Admin (PA)
Training
CEN1003 NetSuite FY17 FXRR (INACTIVE)
Foreign Exchange Rate Research
Project Admin (PA)
Training
CEP1039 Projects
IA FY22
SOX FY22
CEP1039 SOX FY22
US Acquisition
US AR
US Fixed Asset
US GL
US INV
US Other Asset and Liability
US Payroll
US PTP
US Tax and Regulatory
US Revenue
US Treasury
US Leasing
EMEA Acquisition
EMEA AR
EMEA Fixed Assets
EMEA GL
EMEA INV
EMEA Other Assets and Liabilities
EMEA Payroll
EMEA PTP
EMEA Tax and Regulatory
EMEA Revenue
EMEA Treasury
EMEA Leasing
Project Management
US Fixed Assets
US Other Assets and Liabilities
ITGC - SAP
ITGC - BPC
Optional Remediation Testing - Business
Optional Remediation Testing - ITGC
CEP1039 IA FY22
Project Management: Internal Audit
Testing: Internal Audit
Review: Internal Audit
CEP1039 IA FY21
Project Management: CPQ/SAP Pricing
Testing: CPQ/SAP Pricing Audit
Review: CPQ/SAP Pricing Audit
CEP1039 SOX FY20
US Acquisition
US AR
US Fixed Asset
US GL
US INV
US Other Asset and Liability
US Payroll
US PTP
US Tax and Regulatory
US Revenue
US Treasury
US - Leasing
EMEA Acquisition
EMEA AR
EMEA Fixed Assets
EMEA GL
EMEA INV
EMEA Other Assets and Liabilities
EMEA Payroll
EMEA PTP
EMEA Tax and Regulatory
EMEA Revenue
EMEA Treasury
EMEA - Leasing
Project Management
Project Admin (PA)
Training
ITGC: Testing
ITGC: Review
CEP1039 SOX 404B 17
Project: Acquisition
Project: Process Overview
Project: Project Admin (PA)
Project: Project Management
Project: Startup Planning
Project: Tasklist
Project: Walkthrough
Testing: AR Management
Testing: Fixed & Intangible Assets (FA & IA)
Testing: France Control Testing
Testing: General Ledger (GL)
Testing: Inventory (INV)
Testing: IT General Controls (ITGC)
Testing: Legal
Testing: Other assets and intangible
Testing: Payroll
Testing: Procure-to-Pay (PTP)
Testing: Report & Spreadsheet Testing
Testing: Revenue
Testing: Training
Testing: Treasury Cash Management (TCM)
Testing: USA Control Testing
CEP1039 SOX FY19
EMEA Acquisition
EMEA AR
EMEA Fixed Assets
EMEA GL
EMEA INV
EMEA Other Assets and Liabilities
EMEA Payroll
EMEA PTP
EMEA Tax and Regulatory
EMEA Revenue
EMEA Treasury
EMEA - Leasing
ITGC: Testing
ITGC: Review
Project Admin
Project Management
Training
US Acquisition
US AR
US Fixed Assets
US GL
US INV
US Other Assets and Liabilities
US Payroll
US PTP
US Tax and Regulatory
US Revenue
US Treasury
US - Leasing
CLY2026 Projects
Consulting FY22
CLY2026 Consulting FY22
Consulting
CHA2011 Projects
Consulting FY22
ITGC NS Support FY23
CHA2011 SOX FY20
Documentation ELC
Documentation ESA
Documentation FA
Documentation FCR
Documentation HRP
Documentation INV
Documentation OTC
Documentation PTP
Documentation TAX
Documentation TCM
Documentation ITGC
Walkthrough ELC
Walkthrough ESA
Walkthrough FA
Walkthrough FCR
Walkthrough HRP
Walkthrough INV
Walkthrough OTC
Walkthrough PTP
Walkthrough TAX
Walkthrough TCM
Walkthrough ITGC
SOC1
SOD Analysis
COSO Mapping
Deficiency Analysis
Project Admin (PA)
CHA2011 SOX FY21
Documentation ELC
Documentation ESA
Documentation FCR
Documentation FA
Documentation HRP
Documentation INV
Documentation ITGC
Documentation OTC
Documentation PTP
Documentation TAX
Documentation TCM
Walkthrough ELC
Walkthrough ESA
Walkthrough FCR
Walkthrough FA
Walkthrough HRP
Walkthrough INV
Walkthrough ITGC
Walkthrough OTC
Walkthrough PTP
Walkthrough TAX
Walkthrough TCM
Risk Assessment
COSO Mapping
SOC1 Mapping
SOD Analysis - Manual Controls
AC Communication
External Auditor Management
Year End Deficiencies
Project Admin (PA)
CHA2011 SOX FY22
Project: AC Communication (SOX)
Project: Client Training (SOX)
Project: COSO Mapping
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: SOC I Mapping
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP/SOXRox)
Project: SOD Analysis (Non-ERP)
Project: Year End Deficiencies (SAD)
Documentation: Entity Level Controls (ELC)
Documentation: Equity Stock Administration (ESA)
Documentation: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Documentation: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Documentation: HR & Payroll (HRP/PRC)
Documentation: Inventory (INV)
Documentation: Mergers & Acquisitions (M&A)
Documentation: Order to Cash (OTC/QTC/REV/COR)
Documentation: Procure to Pay (PTP)
Documentation: TAX
Documentation: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Inventory (INV)
Walkthrough: Mergers & Acquisitions (M&A)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Mergers & Acquisitions (M&A)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Project: Risk Assessment (ITGC)
Documentation: IT General Controls (ITGC-AC)
Documentation: IT General Controls (ITGC-CO)
Documentation: IT General Controls (ITGC-SD)
Documentation: IT General Controls (ITGC-CM)
Walkthrough: IT General Controls (ITGC-AC)
Walkthrough: IT General Controls (ITGC-CO)
Walkthrough: IT General Controls (ITGC-SD)
Walkthrough: IT General Controls (ITGC-CM)
Testing: IT General Controls (ITGC-AC)
Testing: IT General Controls (ITGC-CO)
Testing: IT General Controls (ITGC-SD)
Testing: IT General Controls (ITGC-CM)
CHA2011 Consulting FY22
Material Weakness Remediation
Project Management
CHA2011 ITGC NS Support FY23
Consulting: Project Management (IT)
Consulting: Client Training (SOD)
Documentation: ITGC Entity Level (ITGC-EL)
Documentation: ITGC Access Controls (ITGC-AC)
Documentation: ITGC System Development (ITGC-SD)
Documentation: ITGC Change Management (ITGC-CM)
Testing: ITGC Entity Level (ITGC-EL)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC System Development (ITGC-SD)
Testing: ITGC Change Management (ITGC-CM)
CHI1048 Accounting FY21
Audit Preparation
Bookkeeping
Payroll
Project Admin (PA)
Reports
Training
CHI1048 Accounting FY20
Audit Preparation
Bookkeeping
Payroll
Project Admin (PA)
Reports
Training
CHI1048 Accounting FY19
Bookkeeping
Payroll
Project Admin (PA)
Reports
Training
CHM1050 Projects (INACTIVE)
Internal Audit FY18
CHM1050 Internal Audit FY18 (INACTIVE)
Enterprise Risk Assessment
Procure-to-Pay Review
Training
Project Admin (PA)
COI1054 Projects
NS Implementation
COI1054 NS Implementation
Project Admin (PA)
Scoping
Training
COR2002 Projects
SOW FY22 Addendum 1-M&A
SOX FY22
COR2002 SOX FY19
Flowchart - Clinical Trial Accruals (CTA)
Flowchart - Equity and Stock Admin
Flowchart - Financial Statement Close (FSC)
Flowchart - Fixed Assets (FA)
Flowchart - HR and Payroll
Flowchart - IT General Control (ITGC)
Flowchart - Procure To Pay (PTP)
Flowchart - Treasury Cash Management (TCM)
Flowchart - TAX
RCM - Clinical Trials
RCM - ELC
RCM - Equity and Stock Admin
RCM - Financial Statement Close (FSC)
RCM - Fixed Assets (FA)
RCM - IT General Control (ITGC)
RCM - HR and Payroll
RCM - Procure To Pay (PTP)
RCM - Treasury Cash Management (TCM)
RCM - TAX
Testing - Clinical Manufacturing (CMC)
Testing - Clinical Trial Accruals (CTA)
Testing - ELC
Testing - Equity and Stock Admin
Testing - Financial Statement Close (FSC)
Testing - Fixed Assets (FA)
Testing - HR and Payroll
Testing - Procure To Pay (PTP)
Testing - TAX
Testing - Treasury Cash Management (TCM)
Testing - IT General Control (ITGC)
WT - Clinical Manufacturing (CMC)
WT - Clinical Trial Accruals (CTA)
WT - ELC
WT - Equity and Stock Admin
WT - Financial Statement Close (FSC)
WT - Fixed Assets (FA)
WT - IT General Control (ITGC)
WT - HR and Payroll
WT - Procure To Pay (PTP)
WT - Treasury Cash Management (TCM)
WT - TAX
Auditor Management
AC Communication
COSO Mapping
Key Reports Testing
Risk Assessment
SOC1 Mapping
SOD
Project Management
Training
Year-end Summary of Aggregated Deficiency
COR2002 SOX FY21
Internal: Training (SOX)
Project: AC Communication (SOX)
Project: COSO Mapping
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: SOC I Mapping
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP/SOXRox)
Project: Year End Deficiencies (SAD)
Documentation: Clinical Manufacturing Costs (CMC)
Documentation: Clinical Trial Accruals (CTA)
Documentation: Entity Level Controls (ELC)
Documentation: Equity Stock Administration (ESA)
Documentation: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Documentation: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Documentation: HR & Payroll (HRP/PRC)
Documentation: Procure to Pay (PTP)
Documentation: TAX
Documentation: Treasury & Cash Management (TCM)
Walkthrough: Clinical Manufacturing Costs (CMC)
Walkthrough: Clinal Trial Accruals (CTA)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intagible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Managment (TCM)
Testing: Clinal Trial Accruals (CTA)
Testing: Clinical Manufacturing Costs (CMC)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Managment (TCM)
Project: Risk Assessment (ITGC)
Documentation: IT General Controls (ITGC-AC)
Documentation: IT General Controls (ITGC-CO)
Documentation: IT General Controls (ITGC-SD)
Documentation: IT General Controls (ITGC-CM)
Walkthrough: IT General Controls (ITGC-AC)
Walkthrough: IT General Controls (ITGC-CO)
Walkthrough: IT General Controls (ITGC-SD)
Walkthrough: IT General Controls (ITGC-CM)
Testing: IT General Controls (ITGC-AC)
Testing: IT General Controls (ITGC-CO)
Testing: IT General Controls (ITGC-SD)
Testing: IT General Controls (ITGC-CM)
COR2002 SOX FY22
Project: AC Communication (SOX)
Project: COSO Mapping
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: SOC I Mapping
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP)
Project: Year End Deficiencies (SAD)
Document: Clinical Manufacturing Costs (CMC)
Document: Clinical Trial Accruals (CTA)
Document: Entity Level Controls (ELC)
Document: Equity Stock Administration (ESA)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Document: HR & Payroll (HRP/PRC)
Document: Procure to Pay (PTP)
Document: TAX
Document: Treasury & Cash Management (TCM)
Walkthrough: Clinical Manufacturing Costs (CMC)
Walkthrough: Clinal Trial Accruals (CTA)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Clinal Trial Accruals (CTA)
Testing: Clinical Manufacturing Costs (CMC)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Project: Risk Assessment (ITGC)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC System Development (ITGC-SD)
Document: ITGC Change Management (ITGC-CM)
Walkthrough: ITGC Access Controls (ITGC-AC)
Walkthrough: ITGC Computer Operations (ITGC-CO)
Walkthrough: ITGC System Development (ITGC-SD)
Walkthrough: ITGC Change Management (ITGC-CM)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC Computer Operations (ITGC-CO)
Testing: ITGC System Development (ITGC-SD)
Testing: ITGC Change Management (ITGC-CM)
COR2002 SOW FY22 Addendum 1-M&A
Document: Mergers & Acquisitions (M&A)
Walkthrough: Mergers & Acquisitions (M&A)
CRE1034 Projects
NetSuite
NetSuite FY18
CRE1034 NetSuite FY18
NS Support Extension Jan 2018
CRE1034 NetSuite
NS Support Oct17-Sep18
CRE1034 NetSuite FAM (INACTIVE)
Configuration
Data Cleanup
Data Migration
Documentation
Training
CRO1076 Projects (INACTIVE)
NetSuite FY18
CRO1076 NetSuite FY18 (INACTIVE)
Intercompany Recon
Project Admin (PA)
Training
CTD2025 Projects
SOX FY22
CTD2025 SOX FY22
Internal: Training (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: Order to Cash (OTC/QTC/REV/COR)
Project: AC Communication (SOX)
CYT2024 Projects
SOX FY22 Addendum 3 SOC1
SOX FY22 Addendum 2-SOD & SOC1
SOX FY22 Addendum 2-SOD & SOC
SOX FY22
CYT2024 SOX FY22 Addendum 3 SOC1
Please Select
Project: NetLease SOC1
CYT2024 SOX FY22 Addendum 2-SOD & SOC
Project: SOD Analysis (Non-ERP)
CYT2024 SOX FY22 Addendum 2-SOD & SOC1
Project: SOC I Mapping
CYT2024 SOX FY22 Addendum 1-MW
Document: Material Weakness Memo
CYT2024 Consulting FY22
Consulting: Project Management (ITGC)
Consulting: Client Training (ITGC)
Consulting: Assess Internal Controls (ITGC)
Consulting: Document (ITGC)
Consulting: Assess Internal Controls (IT)
Consulting: Document (IT)
Consulting: Floqast
CYT2024 SOX FY21
Project: AC Communication (SOX)
Project: Client Training (SOX)
Project: COSO Mapping
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Management Review Controls (MRC)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: Risk Assessment (Fraud)
Project: SOC I Mapping
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP/SOXRox)
Project: SOD Analysis (Non-EPR)
Documentation: Entity Level Controls (ELC)
Documentation: Equity Stock Administration (ESA)
Documentation: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Documentation: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Documentation: HR & Payroll (HRP/PRC)
Documentation: Inventory (INV)
Documentation: Order to Cash (OTC/QTC/REV/COR)
Documentation: Procure to Pay (PTP)
Documentation: TAX
Documentation: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Project: Project Management (ITGC)
Project: Risk Assessment (ITGC)
Documentation: IT General Controls (ITGC-AC)
Documentation: IT General Controls (ITGC-CO)
Documentation: IT General Controls (ITGC-SD)
Documentation: IT General Controls (ITGC-CM)
Walkthrough: IT General Controls (ITGC-AC)
Walkthrough: IT General Controls (ITGC-CO)
Walkthrough: IT General Controls (ITGC-SD)
Walkthrough: IT General Controls (ITGC-CM)
Testing: IT General Controls (ITGC-AC)
Testing: IT General Controls (ITGC-CO)
Testing: IT General Controls (ITGC-SD)
Testing: IT General Controls (ITGC-CM)
CYT2024 SOX FY22
Project: AC Communication (SOX)
Project: Client Training (SOX)
Project: COSO Mapping
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: Risk Assessment (Fraud)
Project: SOC I Mapping
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP)
Project: SOD Analysis (Non-ERP)
Project: Year End Deficiencies (SAD)
Document: Entity Level Controls (ELC)
Document: Equity Stock Administration (ESA)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Document: HR & Payroll (HRP/PRC)
Document: Inventory (INV)
Document: Order to Cash (OTC/QTC/REV/COR)
Document: Procure to Pay (PTP)
Document: TAX
Document: Treasury & Cash Management (TCM)
Practice Walkthrough: Entity Level Controls (ELC)
Practice Walkthrough: Equity & Stock Administration (ESA)
Practice Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Practice Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Practice Walkthrough: HR & Payroll (HRP/PRC)
Practice Walkthrough: Inventory (INV)
Practice Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Practice Walkthrough: Procure to Pay (PTP)
Practice Walkthrough: TAX
Practice Walkthrough: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Project: Risk Assessment (ITGC)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC System Development (ITGC-SD)
Document: ITGC Change Management (ITGC-CM)
Practice Walkthrough: ITGC Access Controls (ITGC-AC)
Practice Walkthrough: ITGC Computer Operations (ITGC-CO)
Practice Walkthrough: ITGC System Development (ITGC-SD)
Practice Walkthrough: ITGC Change Management (ITGC-CM)
Walkthrough: ITGC Access Controls (ITGC-AC)
Walkthrough: ITGC Computer Operations (ITGC-CO)
Walkthrough: ITGC System Development (ITGC-SD)
Walkthrough: ITGC Change Management (ITGC-CM)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC Computer Operations (ITGC-CO)
Testing: ITGC System Development (ITGC-SD)
Testing: ITGC Change Management (ITGC-CM)
Remediation Testing: Entity Level Controls (ELC)
Remediation Testing: Equity & Stock Administration (ESA)
Remediation Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Remediation Testing: Fixed Assets & Intangible Assets (FA/IA)
Remediation Testing: HR & Payroll (HRP/PRC)
Remediation Testing: Inventory (INV)
Remediation Testing: Order to Cash (OTC/QTV/REV/COR)
Remediation Testing: Procure to Pay (PTP)
Remediation Testing: TAX
Remediation Testing: Treasury & Cash Management (TCM)
Remediation Testing: ITGC Access Controls (ITGC-AC)
Remediation Testing: ITGC Computer Operations (ITGC-CO)
Remediation Testing: ITGC System Development (ITGC-SD)
Remediation Testing: ITGC Change Management (ITGC-CM)
DAS2021 Projects
DEL2026 Projects
SOD Round 2 FY22
DEL2026 SOD Round 2 FY22
Project: Plan
Project: Project Management
Project: NetSuite SOD analysis
Project: Salesforce.com SOD analysis
Project: Workday SOD analysis
ECH1004 Projects
SOX18
ECH1004 SOX18
Testing
Document (Narratives): Entity Level Controls (ELC)
Document (Narratives): IT General Controls (ITGC)
Document (Narratives): Revenue Accounting
Document (Narratives): Inventory (INV)
Document (Narratives): Financial Close & Reporting (FCR)
Document (Narratives): Treasury Cash Management (TCM)
Document (Narratives): HR & Payroll (HRP)
Document (Narratives): Procure to Pay (PTP)
Document (Narratives): Fixed and Intangible Assets (FA & IA)
Document (Narratives): Mergers & Acquisitions (M&A)
Document (Narratives): New Controls
Overall Project: Risk Assessment (scoping planning memo)
Overall Project: COSO Mapping
Overall Project: Evaluate and Report (Qrtrly AC Reporting & Auditor Mgmt)
Overall Project: Project Management
Overall Project: SOX Prep
Walkthrough: Entity Level Controls (ELC)
Walkthrough: IT General Controls (ITGC)
Walkthrough: Revenue Accounting
Walkthrough: Inventory (INV)
Walkthrough: Financial Close & Reporting (FCR)
Walkthrough: Treasury Cash Management (TCM)
Walkthrough: HR & Payroll (HRP)
Walkthrough: Procure to Pay (PTP)
Walkthrough: Fixed and Intangible Assets (FA & IA)
Walkthrough: Merger & Acquisition (M&A)
Walkthrough: New Controls
ECO1079 Projects
ECO1079 Accounting FY20
Bookkeeping
Project Admin (PA)
Reports
Training
ECO1079 Accounting FY19
Bookkeeping
Project Admin (PA)
Reports
Training
ECO1079 Accounting FY18
Bookkeeping
ECO1079 Accounting FY17
Bookkeeping
EDR Projects
NetSuite Implementation
EDR NetSuite Implementation
Define
Deploy
Design
Develop
Project Management
Documentation
Training
ERI1006 Projects
FCPA FY22
SOX FY22
ERI1006 IA FY22
Project: Plan
Project: Project Management (Business)
Document: Inventory (INV)
Document: Order to Cash (OTC/QTC/REV/COR)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Testing: Inventory (INV)
Testing: Order to Cash (OTC/QTV/REV/COR)
Document: ITGC Entity Level (ITGC-ELC)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC Change Management (ITGC-CM)
Walkthrough: ITGC Entity Level (ITGC-ELC)
Walkthrough: ITGC Access Controls (ITGC-AC)
Walkthrough: ITGC Computer Operations (ITGC-CO)
Walkthrough: ITGC Change Management (ITGC-CM)
Testing: ITGC Entity Level (ITGC-ELC)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC Computer Operations (ITGC-CO)
Testing: ITGC Change Management (ITGC-CM)
ERI1006 ESG FY22
Consulting: Client Training (ESG)
Consulting: Testing (ESG)
Consulting: Project Management (ESG)
ERI1006 FCPA FY22
Project: Plan (SOX)
Project Management (FCPA)
Testing (FCPA)
Remediation Testing (FCPA)
Documentation (FCPA)
ERI1006 SOX FY21
Planning
Project: AC Communication (SOX)
Project: Client Training (SOX)
Project: COSO Mapping
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Management Review Controls (MRC)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP/SOXROX)
Project: Year End Deficiencies (SAD)
Documentation: Entity Level Controls (ELC)
Documentation: Equity Stock Administration (ESA)
Documentation: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Documentation: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Documentation: HR & Payroll (HRP/PRC)
Documentation: Inventory (INV)
Documentation: Order to Cash (OTC/QTC/REV/COR)
Documentation: Procure to Pay (PTP)
Documentation: TAX
Documentation: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Project: Risk Assessment (ITGC)
Documentation: IT General Controls (ITGC-AC)
Documentation: IT General Controls (ITGC-CO)
Documentation: IT General Controls (ITGC-SD)
Documentation: IT General Controls (ITGC-CM)
Walkthrough: IT General Controls (ITGC-AC)
Walkthrough: IT General Controls (ITGC-CO)
Walkthrough: IT General Controls (ITGC-SD)
Walkthrough: IT General Controls (ITGC-CM)
Testing: IT General Controls (ITGC-AC)
Testing: IT General Controls (ITGC-CO)
Testing: IT General Controls (ITGC-SD)
Testing: IT General Controls (ITGC-CM)
ERI1006 SOX FY22
Project: AC Communication (SOX)
Project: Client Training (SOX)
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Management Review Controls (MRC)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: SOC I Mapping
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP)
Project: SOD Analysis (Non-ERP)
Project: Year End Deficiencies (SAD)
Document: Entity Level Controls (ELC)
Document: Equity Stock Administration (ESA)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Document: HR & Payroll (HRP/PRC)
Document: Inventory (INV)
Document: Order to Cash (OTC/QTC/REV/COR)
Document: Procure to Pay (PTP)
Document: TAX
Document: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Project: Risk Assessment (ITGC)
Document: ITGC Entity Level (ITGC-ELC)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC System Development (ITGC-SD)
Document: ITGC Change Management (ITGC-CM)
Walkthrough: ITGC Entity Level (ITGC-ELC)
Walkthrough: ITGC Access Controls (ITGC-AC)
Walkthrough: ITGC Computer Operations (ITGC-CO)
Walkthrough: ITGC System Development (ITGC-SD)
Walkthrough: ITGC Change Management (ITGC-CM)
Testing: ITGC Entity Level (ITGC-ELC)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC Computer Operations (ITGC-CO)
Testing: ITGC System Development (ITGC-SD)
Testing: ITGC Change Management (ITGC-CM)
Project: Project Management (FCPA)
Document: FCPA
Testing: FCPA
Consulting: Client Training (ESG)
Consulting: Project Management (ESG)
ERI1006 ESG FY20
Project Management
ERI1006 ESG FY21
ESG Review
ESG Training
ERI1006 Consulting FY20
AX: Control Impact Consulting
AX: Key Report Consulting
AX: Process Consulting
AX: Project Management
AX: Training
Cyber
ERI1006 FCPA FY20
FCPA: Project Management
FCPA: Testing
FCPA: Review
FCPA: Control Documentation Update
ERI1006 Internal Audit FY20
Non-Key: Project Management
Non-Key: Control Documention Update
Non-Key: Testing
Non-Key: Review
ERI1006 SOX ITGC FY20
ITGC: RCM Update
ITGC: Project Management
ITGC: Risk Assessment
ITGC: Review
ITGC: Testing
ERI1006 SOX FY20
Key Reports Testing
Project: Risk Assessment
Project: AC Communication
Project: Management Review Controls (MRC)
Project: Preparation of the SOX Binders
Project: Project Management
Project: COSO Mapping
Project: SOD
Project: Client SOX Training / Onboarding
Testing: Entity Level Controls (ELC)
Testing: Equity and Stock Admin (ESA)
Testing: Fixed & Intangible Assets (FA & IA)
Testing: Financial Close & Reporting (FCR)
Testing: HR and Payroll (HRP)
Testing: Inventory (INV)
Testing: Order to Cash (OTC)
Testing: Procure to Pay (PTP)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Review: Entity Level Controls (ELC)
Review: Equity and Stock Admin (ESA)
Review: Fixed & Intangible Assets (FA & IA)
Review: Financial Close & Reporting (FCR)
Review: HR and Payroll (HRP)
Review: Inventory (INV)
Review: Order to Cash (OTC)
Review: Procure to Pay (PTP)
Review: Tax
Review: Treasury Cash Management (TCM)
Documentation: Entity Level Controls (ELC)
Documentation: Equity and Stock Admin (ESA)
Documentation: Fixed & Intangible Assets (FA & IA)
Documentation: Financial Close & Reporting (FCR)
Documentation: HR and Payroll (HRP)
Documentation: Inventory (INV)
Documentation: Order to Cash (OTC)
Documentation: Procure to Pay (PTP)
Documentation: Tax
Documentation: Treasury Cash Management (TCM)
Out-Of-Scope Tasks
PBC Extraction
ERI1006 SOX17 (INACTIVE)
ITGC: Project Management
ITGC: Review
ITGC: Risk assessment (scoping planning memo)
ITGC: Testing
ITGC: Walkthrough
ITGC: Year End Eval & Report
Project: AC Communication
Project: Control Updates
Project: Documentation
Project: Evaluate and report (Qtrly AC reporting & Auditor Mgmt)
Project: Management Review Controls (MRC)
Project: Preparation of the SOX Binders
Project: Project Admin (PA)
Project: Project Management
Project: Report & Spreadsheet Testing
Project: Risk assessment (scoping planning memo)
Project: SOX Prep
Project: Workiva
Review: Entity Level Control (ELC)
Review: Equity & Stock Admin (ESA)
Review: Financial Close & Reporting (FCR)
Review: Fixed & Intangible Assets (FA & IA)
Review: HR & Payroll (HRP)
Review: Inventory (INV)
Review: IT General Controls (ITGC)
Review: Order-to-Cash (OTC)
Review: Procure-to-Pay (PTP)
Review: Tax
Review: Training
Review: Treasury Cash Management (TCM)
Testing: Entity Level Control (ELC)
Testing: Equity & Stock Admin (ESA)
Testing: Financial Close & Reporting (FCR)
Testing: Fixed & Intangible Assets (FA & IA)
Testing: HR & Payroll (HRP)
Testing: Inventory (INV)
Testing: IT General Controls (ITGC)
Testing: Order-to-Cash (OTC)
Testing: Procure-to-Pay (PTP)
Testing: Tax
Testing: Training
Testing: Treasury Cash Management (TCM)
Walkthrough: Entity Level Control (ELC)
Walkthrough: Equity & Stock Admin (ESA)
Walkthrough: Financial Close & Reporting (FCR)
Walkthrough: Fixed & Intangible Assets (FA & IA)
Walkthrough: HR & Payroll (HRP)
Walkthrough: Inventory (INV)
Walkthrough: IT General Controls (ITGC)
Walkthrough: IT General Controls (ITGC)
Walkthrough: Order-to-Cash (OTC)
Walkthrough: Procure-to-Pay (PTP)
Walkthrough: Tax
Walkthrough: Training
Walkthrough: Treasury Cash Management (TCM)
ERI1006 Consulting FY19
AX: Control Impact Consulting
AX: Key Report Consulting
AX: Process Consulting
AX: Project Management
AX: Training
ERI1006 SOX18 (INACTIVE)
Project: ASC 606
Project: Risk Assessment
Project: Report and Project Testing
Project: AC Communication
Project: Management Review Controls (MRC)
Project: Preparation of the SOX Binders
Project: Project Admin (PA)
Project: Project Management
Testing: Entity Level Controls (ELC)
Testing: Equity and Stock Admin (ESA)
Testing: Fixed & Intangible Assets (FA & IA)
Testing: Financial Close & Reporting (FCR)
Testing: HR and Payroll (HRP)
Testing: Inventory (INV)
Testing: Order to Cash (OTC)
Testing: Procure to Pay (PTP)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity and Stock Admin (ESA)
Walkthrough: Fixed & Intangible Assets (FA & IA)
Walkthrough: Financial Close & Reporting (FCR)
Walkthrough: HR and Payroll (HRP)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: Tax
Walkthrough: Treasury Cash Management (TCM)
Out-Of-Scope Tasks
ITGC: Project Management
ITGC: Review
ITGC: Risk Assessment
ITGC: Testing
ITGC: Walkthrough
FCPA: Project Management
FCPA: Review
FCPA: Risk Assessment
FCPA: Testing
FCPA: Walkthrough
FCPA: Control Documentation
FCPA: Control Procedure Documentation
Training
FCPA: R2 PBC List
ERI1006 SOX19
AX Implementation Consulting
AX: Documentation ITGC
AX: Identify Business Key SOX Controls
AX: Project Management
AX: Review Business Requirements
AX: Review Business System User Roles
AX: Review Business UAT
AX: SOX Training
AX: Testing ITGC
AX: Testing Key Reports
FCPA 01: Review
FCPA 01: Testing
FCPA 02: Review
FCPA 02: Testing
FCPA 03: Review
FCPA 03: Testing
FCPA 04: Review
FCPA 04: Testing
FCPA 05: Review
FCPA 05: Testing
FCPA 06: Review
FCPA 06: Testing
FCPA 07: Review
FCPA 07: Testing
FCPA 08: Review
FCPA 08: Testing
FCPA 09: Review
FCPA 09: Testing
FCPA: Control Documentation Update
FCPA: Project Management
ITGC: Narrative Documentation
ITGC: Project Management
ITGC: Review
ITGC: Risk Assessment
ITGC: Testing
Narrative Documentation: Entity Level Controls (ELC)
Narrative Documentation: Equity and Stock Admin (ESA)
Narrative Documentation: Financial Close & Reporting (FCR)
Narrative Documentation: Fixed & Intangible Assets (FA & IA)
Narrative Documentation: HR and Payroll (HRP)
Narrative Documentation: Inventory (INV)
Narrative Documentation: Order to Cash (OTC)
Narrative Documentation: Procure to Pay (PTP)
Narrative Documentation: Tax
Narrative Documentation: Treasury Cash Management (TCM)
Out-Of-Scope Tasks
Project: AC Communication
Project: COSO Mapping
Project: Management Review Controls (MRC)
Project: Preparation of the SOX Binders
Project: Project Management
Project: Report Testing
Project: Risk Assessment
Project: SOD
Testing: Entity Level Controls (ELC)
Testing: Equity and Stock Admin (ESA)
Testing: Financial Close & Reporting (FCR)
Testing: Fixed & Intangible Assets (FA & IA)
Testing: HR and Payroll (HRP)
Testing: Inventory (INV)
Testing: Order to Cash (OTC)
Testing: Procure to Pay (PTP)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Training
ESP1022 Projects
2018 Quarterly Financials
Accounting FY19
Accounting FY20
NetSuite FY19
NetSuite FY20
Payroll
Audit FY18
Audit FY19
ESP1022 NetSuite FY20
Consulting
Define
Design
Develop
Deploy
Project Management
ESP1022 Accounting FY20
Bookkeeping
Consultation
Contingent Liability
Project Admin (PA)
Reports
Training
Out of Scope
ESP1022 Audit FY19
Audit Prep
Training
ESP1022 Audit FY18
Audit Prep
Training
ESP1022 Accounting FY19
Bookkeeping
Project Admin (PA)
Reports
Training
Out of Scope
ESP1022 2018 Quarterly Financials
Q1 Financials Prep
Q2 Financial Prep
Q3 Financial Prep
Q4 Financial Prep
Project Admin (PA)
Training
ESP1022 Payroll
Onboarding and HR
Payroll
Training
Project Admin (PA)
ESP1022 NetSuite FY19
Sys Admin Consulting
Training
Define
Design
Develop
Deploy
Project Management
ESP1022 SOX18 (INACTIVE)
FCPA: Code of Conduct & Compliance policies
FCPA: System of internal controls
FCPA: Training and communication
FCPA: HR policies and procedures
FCPA: Periodic testing and monitoring
FCPA: Project Management
FCPA: Training
2011OE1007 Projects
Audit FY22
NetSuite FY23
Rev Rec FY22
Accounting FY23
Accounting FY22
Rev Rec FY21
Payroll
NetSuite FY22
Audit FY21
2011OE1007 Audit FY22
Audit Prep
Training
2011OE1007 NetSuite FY23
2011OE1007 Rev Rec FY22
Project Admin (PA)
Rev Rec Policy
COGS
NS Rev Module
2011OE1007 Accounting FY23
Bookkeeping
Consultation
Contingent Liability
Documentation
PO REC
Project Admin (PA)
Reports
Training
Out of Scope
Admin
Month-End Close (MEC)
2011OE1007 Accounting FY20
Bookkeeping
Consultation
Contingent Liability
Project Admin (PA)
Reports
Training
Out of Scope
2011OE1007 Accounting FY22
Bookkeeping
Consultation
Contingent Liability
Documentation
PO REC
Project Admin (PA)
Reports
Training
Out of Scope
Admin
Month-End Close (MEC)
2011OE1007 Rev Rec FY21
Project Admin (PA)
Rev Rec Policy
COGS
NS Rev Module
2011OE1007 Payroll
Onboarding and HR
Payroll
Training
Project Admin (PA)
2011OE1007 Netsuite FY20
Consulting
Project Admin (PA)
2011OE1007 Netsuite FY21
Consulting
Project Admin (PA)
2011OE1007 Audit FY18
Audit Prep
Training
2011OE1007 Audit FY19
Audit Prep
Training
EVE1030 Projects
Data Analytics
Order to Gateway Q217
EVE1030 Data Analytics
2017Q2 EB db Validation
EVE1030 Order to Gateway Q2 17
Data Validation
Project Admin (PA)
Training
EXX1080 Projects
NetSuite FY18
EXX1080 NetSuite FY18
Consulting
Project Admin (PA)
Training
FBN1032 Projects
Ad-Hoc Projects
FBN1032 Audit Prep 2017 (INACTIVE)
Audit Prep
Commissions
Credit Card Recon
Documentation
E-Commerce Recon
FY2017 inventory FIFO costs
Oct 2017 inventory FIFO cost
Payables – 3-Way Match
Sales Tax Process
Training
FBN1032 Ad-Hoc Projects (INACTIVE)
Audit Prep
AR Processor
Process Documentation
Bonus Calculation
FBN1032 Accounting FY18 (INACTIVE)
AR Processor Mar 2018
Process Documentation Jan 2018
Adhoc Project - AR Processor
Adhoc Project - Audit Prep
Adhoc Project - Process Documentation
FAS1061 Projects
Consulting FY22
SOX FY22
FAS1061 FY21 SOC 1 Reports
SOC 1
FAS1061 Consulting FY21
SOD Analysis - Other Systems
SOD Consulting
SOX ROX
FAS1061 Consulting FY22
Consulting: Pulling/Review Testing Support
Consulting: Project Management
FAS1061 SOX FY22
Project: AC Communication (SOX)
Project: COSO Mapping
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: SOC I Mapping
Project: SOD Analysis (ERP)
Project: SOD Analysis (Non-ERP)
Project: Year End Deficiencies (SAD)
Manual (Cross System) SOD
Document: Entity Level Controls (ELC)
Document: Equity Stock Administration (ESA)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Document: HR & Payroll (HRP/PRC)
Document: Mergers & Acquisitions (M&A)
Document: Order to Cash (OTC/QTC/REV/COR)
Document: Procure to Pay (PTP)
Document: TAX
Document: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Remediation Testing: Entity Level Controls (ELC)
Remediation Testing: Equity & Stock Administration (ESA)
Remediation Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Remediation Testing: Fixed Assets & Intangible Assets (FA/IA)
Remediation Testing: HR & Payroll (HRP/PRC)
Remediation Testing: Order to Cash (OTC/QTV/REV/COR)
Remediation Testing: Procure to Pay (PTP)
Remediation Testing: TAX
Remediation Testing: Treasury & Cash Management (TCM)
FAS1061 HR FY21
HR Consulting
Project Admin
Training
SOD
FAS1061 NetSuite FY21 SoxRox
SOD Analysis - NetSuite Permissions
FAS1061 SOX FY21
Documentation ELC
Documentation ESA
Documentation FSC
Documentation FA
Documentation HRP
Documentation M&A
Documentation OTC
Documentation PTP
Documentation TCM
Documentation TAX
Testing ELC
Testing ESA
Testing FSC
Testing FA
Testing HRP
Testing M&A
Testing OTC
Testing PTP
Testing TCM
Testing TAX
Walkthrough ELC
Walkthrough ESA
Walkthrough FSC
Walkthrough FA
Walkthrough HRP
Walkthrough OTC
Walkthrough PTP
Walkthrough TCM
Walkthrough TAX
AC Communication
COSO Mapping
External Auditor Management
Key Reports Testing
Project Admin (PA)
Risk Assessment
SOC1 Mapping
Training
Year End Deficiencies
Documentation: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Documentation: Leases
Walkthrough: Leases
Testing: Leases
FAS1061 Netsuite FY20 Sox Rox
SOD Analysis - NetSuite Permissions
FAS1061 Consulting FY20
SOD Analysis - Other Systems
SOD Consulting
SOX ROX
6/30 Addl Qtr Control Test
FAS1061 FY20 6/30 Addtl Qtr Test
6/30 Addtl Qtr Control Test
FAS1061 FY20 SOC 1 Reports
SOC 1
FAS1061 HR FY20
HR Consulting
Project Admin
SOD
Training
FAS1061 SOX FY20
Documentation ELC
Documentation ESA
Documentation FSC
Documentation FA
Documentation HRP
Documentation M&A
Documentation OTC
Documentation PTP
Documentation TCM
Documentation TAX
Testing ELC
Testing ESA
Testing FSC
Testing FA
Testing HRP
Testing M&A
Testing OTC
Testing PTP
Testing TCM
Testing TAX
Walkthrough ELC
Walkthrough ESA
Walkthrough FSC
Walkthrough FA
Walkthrough HRP
Walkthrough OTC
Walkthrough PTP
Walkthrough TCM
Walkthrough TAX
AC Communication
COSO Mapping
External Auditor Management
Key Reports Testing
Project Admin (PA)
Risk Assessment
SOC1 Mapping
Training
Year End Deficiencies
FAS1061 SOX FY19
Flowchart ELC
Flowchart ESA
Flowchart FSC
Flowchart FA
Flowchart HRP
Flowchart ITGC
Flowchart OTC
Flowchart PTP
Flowchart TCM
Flowchart TAX
RCM ELC
RCM ESA
RCM FSC
RCM FA
RCM HRP
RCM ITGC
RCM OTC
RCM PTP
RCM TCM
RCM TAX
Interview ELC
Interview ESA
Interview FSC
Interview FA
Interview HRP
Interview ITGC
Interview OTC
Interview PTP
Interview TCM
Interview TAX
Project Admin (PA)
Training
SOC1 Review
SOC1 Training
FAS1061 NetSuite FAM
Month-End Support
Netsuite Fixed Asset Module
Project Admin (PA)
Testing
Training
FIN1059 Projects (INACTIVE)
FY17
SOXFY17
FIN1059 FY17 (INACTIVE)
SOX Compliance
Recommendations
Project Admin (PA)
Training
FIN1059 SOXFY17 (INACTIVE)
Annual SOX Scope & Planning
Audit Committee Meeting Preparation
Control Testing Review
Deficiency Remediation and Follow up
Fraud Risk Assessment
Internal Controls Testing - IT
Key Reports & Spreadsheets (IT)
Process Familiarization, Rationalization, Improvement
Process Level Documentation & Walkthroughs
Project Management
SOD (IT)
Testing: Accounting Close
Testing: Acquisitions
Testing: Cash Investments and Fixed Assets
Testing: Commission and Accrued Compensation
Testing: Consolidations
Testing: Corporate Governance
Testing: Data Connectivity Fees
Testing: Direct Response Advertising
Testing: Equity
Testing: External Reporting
Testing: Internal Use Software
Testing: Legacy TMFS
Testing: Payroll
Testing: Purchasing and Payables
Testing: Revenue and Receivables
Testing: SOC Report Evaluation Tracking
Testing: Taxes
FIN1086 Projects (INACTIVE)
Accounting FY19
Accounting FY18
FIN1086 Accounting FY19 (INACTIVE)
Bookkeeping
Payroll
Project Admin (PA)
Reports
Training
FIN1086 Accounting FY18 (INACTIVE)
Bookkeeping
FLA2006 Projects
FLA2006 Accounting FY20
Abacus
Bill.com
Bookkeeping
Expensify
Project Admin (PA)
Reports
SaaSOptics
FLA2006 Set-up FY20
Setup Admin
Setup Abacus
Setup Bill.com
Setup Expensify
Setup QBO
FOR1077 Projects
Accounting FY20
Accounting FY19
Accounting FY18
FOR1077 Accounting FY20
Bookkeeping
Project Admin (PA)
Reports
Training
FOR1077 Accounting FY18
Bookkeeping
FOR1077 Accounting FY19
Bookkeeping
Project Admin (PA)
Reports
Training
FUL1030 Projects
Accounting
FUL1030 Accounting
Accounting
Documentation
Training
GOL1083 Projects
Internal Audit FY18
GOL1083 Internal Audit FY18
IA Commissions
Project Admin (PA)
Training
GIT2027 Projects
SOD FY23 Rnd 2
GIT2027 SOD FY23 Rnd 2
Project: Client Training
Project: Plan
Project: Project Management
Project: Cross-Systems SOD Analysis
Project: ADP SOD Analysis
Project: Coupa SOD Analysis
Project: Customersdot SOD Analysis
Project: E-Trade SOD Analysis
Project: NetSuite SOD Analysis
Project: Salesforce.com SOD Analysis
Project: Stripe SOD Analysis
Project: Workday SOD Analysis
Project: Zuora SOD Analysis
Project: Zurora RevPro SOD
GOP1049 Projects
SOD FY22 Rnd 2
GOP1049 SOD FY22 Rnd 2
Project: Plan
Project: Project management
Project: NetSuite SOD analysis
GOP1049 SoxRox FY20
SoxRox® NetSuite Segregation of Duties
Project Admin (PA)
Training
GRO2020 Projects
SOX FY22
GRO2020 SOX 302
Design Process
Deliver Training and Practice Runs
Report Practice Run
GRO2020 SOX FY21
Planning
Risk Assessment - Business Processes
Risk Assessment - ITGC
Process Owner Training
Segregation of Duties Analysis
Key Reports Testing
COSO 2013 Mapping of Controls
SOC 1 Report Review
Audit Committee
External Auditors
Training
Project Admin (PA)
Document ELC
Document ESA
Document FCR
Document FA
Document HRP
Document INV
Document ITGC
Document OTC
Document PTP
Document TCM
Document TAX
RCM ELC
RCM ESA
RCM FCR
RCM FA
RCM HRP
RCM INV
RCM ITGC
RCM OTC
RCM PTP
RCM TCM
RCM TAX
GRO2020 SOX FY22
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (ITGC)
Project: AC Communication (SOX)
Project: Client Training (SOX)
Project: SOC 1: Fidelity
Project: SOC 1: NetSuite
Project: SOC 1: ADP
Project: SOC 1: 3rd Party Logistics
Project: SOC 1: Avalara
Project: SOC 1: Clearwater
Project: SOD: NetSuite
Project: SOD: SVB
Project: Key Reports (SOX) -- TBD
Document: Entity Level Controls (ELC)
Document: Fin Reporting Close (FCR/FSCP/FIN/FRE/MEC)
Practice Walkthrough: Entity Level Controls (ELC)
Practice Walkthrough: Fin Reporting Close (FCR/FSCP/FIN/FRE/MEC)
Document: ADP (ITGC)
Document: Avalara (ITGC)
Document: AWS (ITGC)
Document: Azure AD (ITGC)
Document: Boomi (ITGC)
Document: CHPlugin (ITGC)
Document: Dropbox (ITGC)
Document: Fidelity Controls (ITGC)
Document: Heroku (ITGC)
Document: High Jump (ITGC)
Document: JumpCloud (ITGC)
Document: Meraki (ITGC)
Document: Monolith (ITGC)
Document: NetSuite (ITGC)
Document: Paypal (ITGC)
Document: Stripe (ITGC)
Document: SVB (ITGC)
Document: Wisely Check (ITGC)
Document: ITGC System Development (ITGC-SD)
Practice Walkthrough: ADP (ITGC)
Practice Walkthrough: Avalara (ITGC)
Practice Walkthrough: AWS (ITGC)
Practice Walkthrough: Azure AD (ITGC)
Practice Walkthrough: Boomi (ITGC)
Practice Walkthrough: CHPlugin (ITGC)
Practice Walkthrough: Dropbox (ITGC)
Practice Walkthrough: Fidelity (ITGC)
Practice Walkthrough: Heroku (ITGC)
Practice Walkthrough: High Jump (ITGC)
Practice Walkthrough: JumpCloud (ITGC)
Practice Walkthrough: Meraki (ITGC)
Practice Walkthrough: Monolith (ITGC)
Practice Walkthrough: NetSuite (ITGC)
Practice Walkthrough: Paypal (ITGC)
Practice Walkthrough: Stripe (ITGC)
Practice Walkthrough: SVB: ITGC Access Controls (ITGC)
Practice Walkthrough: Wisely Check (ITGC)
Practice Walkthrough: ITGC System Development (ITGC-SD)
HOS1063 Projects
HOT1042 Projects
Swipe to Cash Recon
HOT1042 Data Analytics
Cash In Doc
Cash In Recon
Project Management
Documentation
Training
IMI 1008 Projects
SOX16-Overall Project
SOX16-Review
SOX16-Testing
SOX16-Walkthrough
IMI 1008 SOX16-Overall Project
COSO Mapping
Evaluate and report (Qtrly AC reporting & Auditor Mgmt)
Project Management
Risk assessment (scoping planning memo)
Segregation of Duties (SOD) Analysis and Memo
Year-end evaluation of Summary of Aggregated Deficiency and Memo
Project Admin (PA)
IMI 1008 SOX16-Review
Entity Level Control (ELC)
Equity & Stock Admin (ESA)
Financial Close & Reporting (FCR)
Fixed & Intangible Assets (FA & IA)
HR & Payroll (HRP)
Inventory (INV)
IT General Controls (ITGC)
New Controls
Order-to-Cash (OTC)
Procure-to-Pay (PTP)
Related Party Transactions (RP)
Remediation Testing
Treasury Cash Management (TCM)
Training
IMI 1008 SOX16-Testing
Entity Level Control (ELC)
Equity & Stock Admin (ESA)
Financial Close & Reporting (FCR)
Fixed & Intangible Assets (FA & IA)
HR & Payroll (HRP)
Inventory (INV)
IT General Controls (ITGC)
New Controls
Order-to-Cash (OTC)
Procure-to-Pay (PTP)
Related Party Transactions (RP)
Remediation Testing
Treasury Cash Management (TCM)
Training
IMI 1008 SOX16-Walkthrough
Entity Level Control (ELC)
Equity & Stock Admin (ESA)
Financial Close & Reporting (FCR)
Fixed & Intangible Assets (FA & IA)
HR & Payroll (HRP)
Inventory (INV)
IT General Controls (ITGC)
New Controls
Order-to-Cash (OTC)
Procure-to-Pay (PTP)
Related Party Transactions (RP)
Treasury Cash Management (TCM)
Training
IMI 1008 SOX17-Overall Project
COSO Mapping
Risk assessment (scoping planning memo)
Segregation of Duties (SOD) Analysis and Memo
Evaluate and report (Qtrly AC reporting & Auditor Mgmt)
Year-end evaluation of Summary of Aggregated Deficiency and Memo
Project Management
IMI 1008 SOX17-Review
Entity Level Control (ELC)
Equity & Stock Admin (ESA)
Financial Close & Reporting (FCR)
HR & Payroll (HRP)
Fixed & Intangible Assets (FA & IA)
Order-to-Cash (OTC)
Inventory (INV)
IT General Controls (ITGC)
Procure-to-Pay (PTP)
Related Party Transactions (RP)
Treasury Cash Management (TCM)
New Controls
Remediation Testing
IMI 1008 SOX17-Testing
Entity Level Control (ELC)
Equity & Stock Admin (ESA)
Financial Close & Reporting (FCR)
HR & Payroll (HRP)
Fixed & Intangible Assets (FA & IA)
Order-to-Cash (OTC)
Inventory (INV)
IT General Controls (ITGC)
Procure-to-Pay (PTP)
Related Party Transactions (RP)
Treasury Cash Management (TCM)
New Controls
Remediation Testing
IMI 1008 SOX17-Walkthrough
Entity Level Control (ELC)
Equity & Stock Admin (ESA)
Financial Close & Reporting (FCR)
HR & Payroll (HRP)
Fixed & Intangible Assets (FA & IA)
Order-to-Cash (OTC)
Inventory (INV)
IT General Controls (ITGC)
Procure-to-Pay (PTP)
Related Party Transactions (RP)
Treasury Cash Management (TCM)
New Controls
INF1064 Projects
INT1007 Projects
SOX16-Overall Project
SOX17-Overall Project
INT1007 SOX16-Overall Project
Configuration
IPO Readiness
Project Admin (PA)
INT1007 SOX17-Overall Project
Configuration
IPO Readiness
Project Admin (PA)
INT1095 Projects
SOX19
INT1095 SOX19
Control Gap Assessment
ITGC RCM Design
ITGC: Review and Recommendation
Project Admin (PA)
Training
INT2021 Projects
Consulting FY22
Consulting FY23
SOX FY22
SOX302
INT2021 Consulting FY22
Accounting Policies
Project Admin (PA)
Training
INT2021 Consulting FY23
Consulting
Project Admin (PA)
Training
INT2021 SOX FY22
Planning
Risk Assessment
Status Updates - Project Management
Segregation of Duties Analysis
COSO 2013 Framework Mapping
SOC 1 Report Review
Audit Committee
External Auditors
Document ELC
Document ESA
Document FCR
Document FA
Document HRP
Document ITGC
Document OTC
Document PTP
Document TCM
Document TAX
Walkthrough ELC
Walkthrough ESA
Walkthrough FCR
Walkthrough FA
Walkthrough HRP
Walkthrough ITGC
Walkthrough OTC
Walkthrough PTP
Walkthrough TCM
Walkthrough TAX
Project Admin (PA)
Training
INT2021 SOX302
Client Training 302
Project Admin (PA) 302
Planning
Set Up Process
Sample Certification Letter
Process Owner Training Sessions
Disclosure Committee Charter
Disclosure Committee Meeting Agenda
Related Party Questionnaire
Practice Run Support
IXO1020 Projects
Accounting
IXO1020 Accounting
Accounting
Accounting Out of Scope
Accounting Projects
Admin
Admin Out of Scope
Admin Projects
Documentation
Training
JOT1026 Projects
Accounting FY22
JOT1026 Accounting (INACTIVE)
Accounting
Discount
Documentation
Project Admin (PA)
Setup Online Payroll Processor
Training
JOT1026 Accounting FY19
Bookkeeping
Out of Scope
Payroll
Project Admin (PA)
Reports
Training
JOT1026 Accounting FY21
Bookkeeping
Out of Scope
Payroll
Payroll and HR Services
Project Admin (PA)
Reports
Training
JUM1071 Projects
NetSuite FY18
JUM1071 NetSuite FY18
ARM AR Implementation - Define
ARM AR Implementation - Design
ARM AR Implementation - Develop
ARM AR Implementation - Deploy
Project Management
Training
KIN1009 Projects
KIN1009 SOX18 (INACTIVE)
Project: AC Communication
Project: COSO Mapping
Project: Project Management
Project: Risk Assessment
Project: SOD
Project: Year End Deficiencies
Project: SOC Controls Mapping
Project: External Auditor Management
Documentation: Clinical Trial Accruals (CTA)
Documentation: Entity Level Controls (ELC)
Documentation: Equity Stock Admin (ESA)
Documentation: Financial External Reporting (FER)
Documentation: Fixed Assets (FA)
Documentation: HR & Payroll (HRP)
Documentation: Inventory (INV)
Documentation: Month End Close (MEC)
Documentation: Procure to Pay (PTP)
Documentation: Revenue (REV)
Documentation: Tax
Documentation: Treasury Cash Management (TCM)
Documentation: IT General Controls (ITGC)
Testing: Clinical Trial Accruals (CTA)
Testing: Entity Level Controls (ELC)
Testing: Equity and Stock Admin (ESA)
Testing: Financial External Reporting (FER)
Testing: Fixed Assets (FA)
Testing: HR and Payroll (HRP)
Testing: Inventory (INV)
Testing: Month End Close (MEC)
Testing: Procure to Pay (PTP)
Testing: Revenue (REV)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Testing: IT General Controls (ITGC)
Walkthrough: Clinical Trial Accruals (CTA)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity and Stock Admin (ESA)
Walkthrough: Financial External Reporting (FER)
Walkthrough: Fixed Assets (FA)
Walkthrough: HR and Payroll (HRP)
Walkthrough: Inventory (INV)
Walkthrough: Month End Close (MEC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: Revenue (REV)
Walkthrough: Tax
Walkthrough: Treasury Cash Management (TCM)
Walkthrough: IT General Controls (ITGC)
Training
KIN1009 SOX19
Project: AC Communication
Project: COSO Mapping
Project: Project Management
Project: Risk Assessment
Project: SOD
Project: Year End Deficiencies
Project: SOC Controls Mapping
Project: External Auditor Management
Project: Year End Deficiencies
Documentation: Clinical Trial Accruals (CTA)
Documentation: Entity Level Controls (ELC)
Documentation: Equity Stock Admin (ESA)
Documentation: Financial External Reporting (FER)
Documentation: Fixed Assets (FA)
Documentation: HR & Payroll (HRP)
Documentation: Inventory (INV)
Documentation: Month End Close (MEC)
Documentation: Procure to Pay (PTP)
Documentation: Revenue (REV)
Documentation: Tax
Documentation: Treasury Cash Management (TCM)
Documentation: IT General Controls (ITGC)
Testing: Clinical Trial Accruals (CTA)
Testing: Entity Level Controls (ELC)
Testing: Equity and Stock Admin (ESA)
Testing: Financial External Reporting (FER)
Testing: Fixed Assets (FA)
Testing: HR and Payroll (HRP)
Testing: Inventory (INV)
Testing: Month End Close (MEC)
Testing: Procure to Pay (PTP)
Testing: Revenue (REV)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Testing: IT General Controls (ITGC)
Walkthrough: Clinical Trial Accruals (CTA)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity and Stock Admin (ESA)
Walkthrough: Financial External Reporting (FER)
Walkthrough: Fixed Assets (FA)
Walkthrough: HR and Payroll (HRP)
Walkthrough: Inventory (INV)
Walkthrough: Month End Close (MEC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: Revenue (REV)
Walkthrough: Tax
Walkthrough: Treasury Cash Management (TCM)
Walkthrough: IT General Controls (ITGC)
Training
KIN1009 SOX17 (INACTIVE)
Narratives: Clinical Trial Accruals (CTA)
Narratives: Entity Level Controls (ELC)
Narratives: Equity & Stock Admin (ESA)
Narratives: External Reporting
Narratives: Financial Close and Reporting (FCR)
Narratives: Fixed & Intangible Assets (FA & IA)
Narratives: IT General Controls (ITGC)
Narratives: New Controls
Narratives: Procure to Pay (PTP)
Narratives: Tax
Narratives: Treasury Cash Management (TCM)
Project: COSO Mapping
Project: Evaluate and Report (Qrtrly AC Reporting & Auditor Mgmt)
Project: Project Management
Project: Risk Assessment (scoping planning memo)
Project: SOX Prep
Testing: Clinical Trial Accruals (CTA)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Admin (ESA)
Testing: External Reporting
Testing: Financial Close and Reporting (FCR)
Testing: Fixed & Intangible Assets (FA & IA)
Testing: HR & Payroll (HRP)
Testing: IT General Controls (ITGC)
Testing: New Controls
Testing: Procure to Pay (PTP)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Walkthrough: Clinical Trial Accruals (CTA)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Admin (ESA)
Walkthrough: External Reporting
Walkthrough: Financial Close and Reporting (FCR)
Walkthrough: Fixed & Intangible Assets (FA & IA)
Walkthrough: HR & Payroll (HRP)
Walkthrough: IT General Controls (ITGC)
Walkthrough: New Controls
Walkthrough: Procure to Pay (PTP)
Walkthrough: Tax
Walkthrough: Treasury Cash Management (TCM)
LIF2008 Projects
NetSuite Consulting
LIF2008 NetSuite Consulting
NetSuite Report Training
MCG1046 Projects
SOX FY22
MCG1046 SOX FY20
Project Admin (PA)
Project Management
Testing - Capital Assets
Testing - Corporate Governance
Testing - Equity
Testing - Financial Close and External Reporting (FCR)
Testing - Payroll
Testing - Procure-to-Pay (PTP)
Testing - Rental Equipment
Testing - Revenue / AR
Testing - TAX
Testing - Treasury Cash Management (TCM)
Training
MCG1046 SOX FY22
Internal: Training (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Project Management (Business)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
MCG1046 ITGC FY20
Evaluate and Report
IT General Controls
ITGC Testing
Project Admin (PA)
Walkthrough updates due to IT changes
MCG1046 ITGC FY21
Project: Project Management (ITGC)
Walkthrough: IT General Controls (ITGC AC)
Walkthrough: IT General Controls (ITGC CO)
Walkthrough: IT General Controls (ITGC SD)
Walkthrough: IT General Controls (ITGC CM)
Testing: IT General Controls (ITGC AC)
Testing: IT General Controls (ITGC CO)
Testing: IT General Controls (ITGC SD)
Testing: IT General Controls (ITGC CM)
MCG1046 ITGC FY22
Project: Project Management (ITGC)
Project: Plan
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Change Management (ITGC-CM)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC Entity Level (ITGC-ELC)
Document: ITGC System Development (ITGC-SD)
Walkthrough: ITGC Access Controls (ITGC-AC)
Walkthrough: ITGC Change Management (ITGC-CM)
Walkthrough: ITGC Computer Operations (ITGC-CO)
Walkthrough: ITGC Entity Level (ITGC-ELC)
Walkthrough: ITGC System Development (ITGC-SD)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC Change Management (ITGC-CM)
Testing: ITGC Computer Operations (ITGC-CO)
Testing: ITGC Entity Level (ITGC-ELC)
Testing: ITGC System Development (ITGC-SD)
MOM2017 Project
SOX FY22
MOM2017 SOX FY21
Document ELC
Document ESA
Document FSC
Document FA
Document HRP
Document ITGC
Document OTC
Document PTP
Document TCM
Document TAX
Walkthrough ELC
Walkthrough ESA
Walkthrough FSC
Walkthrough FA
Walkthrough HRP
Walkthrough ITGC
Walkthrough OTC
Walkthrough PTP
Walkthrough TCM
Walkthrough TAX
Testing ELC
Testing ESA
Testing FSC
Testing FA
Testing HRP
Testing ITGC
Testing OTC
Testing PTP
Testing TCM
Testing TAX
Risk Assessment
COSO Mapping
SOC1 Report Testing
SOD Analysis
SoxRox SOD
SOX Training
AC Communication
Project Admin (PA)
Key Reports Testing
External Auditor Management
Year-end Evaluation Summary
MOM2017 SOX FY22
Project: AC Communication (SOX)
Project: Client Training (SOX)
Project: COSO Mapping
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: SOC I Mapping
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP)
Project: SOD Analysis (Non-ERP)
Document: Entity Level Controls (ELC)
Document: Equity Stock Administration (ESA)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Document: HR & Payroll (HRP/PRC)
Document: Inventory (INV)
Document: Order to Cash (OTC/QTC/REV/COR)
Document: Procure to Pay (PTP)
Document: TAX
Document: Treasury & Cash Management (TCM)
Practice Walkthrough: Entity Level Controls (ELC)
Practice Walkthrough: Equity & Stock Administration (ESA)
Practice Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Practice Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Practice Walkthrough: HR & Payroll (HRP/PRC)
Practice Walkthrough: Inventory (INV)
Practice Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Practice Walkthrough: Procure to Pay (PTP)
Practice Walkthrough: TAX
Practice Walkthrough: Treasury & Cash Management (TCM)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: HR & Payroll (HRP/PRC)
Testing: Procure to Pay (PTP)
Project: Risk Assessment (ITGC)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC System Development (ITGC-SD)
Document: ITGC Change Management (ITGC-CM)
Practice Walkthrough: ITGC Access Controls (ITGC-AC)
Practice Walkthrough: ITGC Computer Operations (ITGC-CO)
Practice Walkthrough: ITGC System Development (ITGC-SD)
Practice Walkthrough: ITGC Change Management (ITGC-CM)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC Computer Operations (ITGC-CO)
Testing: ITGC System Development (ITGC-SD)
Testing: ITGC Change Management (ITGC-CM)
NER2012 Projects
NER2012 Consult FY21
Setup WDesk Certification
MEL1081 Projects
SOX18
MEL1081 SOX18
Training
Project management
Testing - Equity
Testing - ISR Fixed Asset
Testing - ISR Treasury
Testing training
Testing - US payroll
MIX1010 Projects
NetSuite FY17
MIX1010 NetSuite FY17
NetSuite Customization
Rev Rec Implementation
Documentation
Training
OAK1084 Projects
Back Office
Back Office 2019
Accounting FY20
OAK1084 Accounting FY20
Accounting
Project Admin (PA)
Training
OAK1084 Back Office 2019
Accounting
Project Admin (PA)
Training
OAK1084 Back Office
Accounting Jan19
Accounting Feb19
Accounting Mar19
Accounting Apr19
Accounting May19
Accounting Jun19
Accounting Jul19
Accounting Aug19
Accounting Sep19
Accounting Oct19
Accounting Nov19
Accounting Dec19
OFF1011 Projects
FY 17
OFF1011 FY 17
Business Process Assessment
Documentation
Training
Data Analytics
OUT1041 Projects
FY 16
OUT1041 FY 16
Data Analytics
PIC2022 Projects
PLA1012 Projects
Disclosure Committee Prep
Documentation
Training
PLA1012 Disclosure Committee Prep FY17
Disclosure Committee Prep
PRO1013 Projects
NetSuite FY17
PRO 1013 NetSuite FY17
NetSuite Consulting
Documentation
Training
PRO1085 Projects
SOX FY19
PRO1085 SOX FY19
Project Management
Training
Document – Entity Level Controls (ELC)
Document – Equity Stock Admin (ESA)
Document – Financial Close & Reporting (FCR) - Burlingame
Document – Financial Close & Reporting (FCR) - Greenville
Document – Fixed Assets (FA)
Document – Inventory (INV) - Burlingame
Document – Inventory (INV) - LA
Document – Inventory (INV) - Greenville
Document – HR & Payroll (HRP)
Document – IT General Controls (ITGC)
Document – Order-to-Cash (OTC)
Document – Procure-to-Pay (PTP) - Burlingame
Document – Procure-to-Pay (PTP) - LA
Document – Procure-to-Pay (PTP) - Greenville
Document – Treasury (TCM)
Document - Tax (TAX)
WT – Entity Level Controls (ELC)
WT – Equity Stock Admin (ESA)
WT – Financial Close & Reporting (FCR) - Burlingame
WT – Financial Close & Reporting (FCR) - Greenville
WT – Fixed Assets (FA)
WT – Inventory (INV) - Burlingame
WT – Inventory (INV) - LA
WT – Inventory (INV) - Greenville
WT – HR & Payroll (HRP)
WT – IT General Controls (ITGC)
WT – Order-to-Cash (OTC)
WT – Procure-to-Pay (PTP) - Burlingame
WT – Procure-to-Pay (PTP) - LA
WT – Procure-to-Pay (PTP) - Greenville
WT – Treasury (TCM)
WT - Tax (TAX)
Testing – Entity Level Controls (ELC)
Testing – Equity Stock Admin (ESA)
Testing – Financial Close & Reporting (FCR) - Burlingame
Testing – Financial Close & Reporting (FCR) - Greenville
Testing – Fixed Assets (FA)
Testing – Inventory (INV) - Burlingame
Testing – Inventory (INV) - LA
Testing – Inventory (INV) - Greenville
Testing – HR & Payroll (HRP)
Testing – IT General Controls (ITGC)
Testing – Order-to-Cash (OTC)
Testing – Procure-to-Pay (PTP) - Burlingame
Testing – Procure-to-Pay (PTP) - LA
Testing – Procure-to-Pay (PTP) - Greenville
Testing – Treasury (TCM)
Testing - Tax (TAX)
COSO Mapping
Segregation of Duties (SOD)
PRO2016 Projects
Consulting FY22
SOX FY21
SOX ITGC FY21
PRO2016 SOX ITGC FY21
Consulting
Training
Project Admin (PA)
PRO2016 SOX FY21
Project: Plan (SOX)
Project: Key Reports (SOX)
Project: Project Management (SOX)
Project: SOC I Mapping
Project: SOD Analysis (ERP/SOXRox)
Project: SOD Analysis (Non-ERP)
Documentation: Entity Level Controls (ELC)
Documentation: Equity Stock Administration (ESA)
Documentation: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Documentation: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Documentation: HR & Payroll (HRP/PRC)
Documentation: Inventory (INV)
Documentation: Order to Cash (OTC/QTC/REV/COR)
Documentation: Procure to Pay (PTP)
Documentation: TAX
Documentation: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Project: Risk Assessment (ITGC)
Documentation: IT General Controls (ITGC-AC)
Documentation: IT General Controls (ITGC-CO)
Documentation: IT General Controls (ITGC-SD)
Documentation: IT General Controls (ITGC-CM)
Walkthrough: IT General Controls (ITGC-AC)
Walkthrough: IT General Controls (ITGC-CO)
Walkthrough: IT General Controls (ITGC-SD)
Walkthrough: IT General Controls (ITGC-CM)
Testing: IT General Controls (ITGC-AC)
Testing: IT General Controls (ITGC-CO)
Testing: IT General Controls (ITGC-SD)
Testing: IT General Controls (ITGC-CM)
PRO2016 Consulting FY22
Consulting: Control Implementation (IT)
Consulting: Project Management (IT)
Consulting: Client Training (IT)
PUB2019 Projects
SOX FY22
PUB2019 SOX FY20
Document FCR
Document ITGC
Document OTC
RCM ELC
RCM ESA
RCM FCR
RCM FA
RCM HRP
RCM ITGC
RCM OTC
RCM PTP
RCM TCM
RCM TAX
Planning
Risk Assessment - Business Processes
Risk Assessment - ITGC
COSO 2013 Mapping of Controls
External Auditor Management
Project Admin (PA)
Training
PUB2019 SOX FY21
Project: AC Communication (SOX)
Project: Client Training (SOX)
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: SOC I Mapping
Project: SOD Analysis (ERP/SOXRox)
Project: Year End Deficiencies (SAD)
Documentation: Entity Level Controls (ELC)
Documentation: Equity Stock Administration (ESA)
Documentation: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Documentation: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Documentation: HR & Payroll (HRP/PRC)
Documentation: Order to Cash (OTC/QTC/REV/COR)
Documentation: Procure to Pay (PTP)
Documentation: TAX
Documentation: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Documentation: IT General Controls (ITGC-AC)
Documentation: IT General Controls (ITGC-CO)
Documentation: IT General Controls (ITGC-SD)
Documentation: IT General Controls (ITGC-CM)
Walkthrough: IT General Controls (ITGC-AC)
Walkthrough: IT General Controls (ITGC-CO)
Walkthrough: IT General Controls (ITGC-SD)
Walkthrough: IT General Controls (ITGC-CM)
Testing: IT General Controls (ITGC-AC)
Testing: IT General Controls (ITGC-CO)
Testing: IT General Controls (ITGC-SD)
Testing: IT General Controls (ITGC-CM)
PUB2019 SOX FY22
Project: AC Communication (SOX)
Project: Client Training (SOX)
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: SOD Analysis (ERP)
Project: SOD Analysis (Non-ERP)
Project: Year End Deficiencies (SAD)
Document: Entity Level Controls (ELC)
Document: Equity Stock Administration (ESA)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Document: HR & Payroll (HRP/PRC)
Document: Order to Cash (OTC/QTC/REV/COR)
Document: Procure to Pay (PTP)
Document: TAX
Document: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Testing: HR & Payroll (HRP/PRC)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Project: Risk Assessment (ITGC)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC System Development (ITGC-SD)
Document: ITGC Change Management (ITGC-CM)
Walkthrough: ITGC Access Controls (ITGC-AC)
Walkthrough: ITGC Computer Operations (ITGC-CO)
Walkthrough: ITGC System Development (ITGC-SD)
Walkthrough: ITGC Change Management (ITGC-CM)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC Computer Operations (ITGC-CO)
Testing: ITGC System Development (ITGC-SD)
Testing: ITGC Change Management (ITGC-CM)
Remediation Testing: Entity Level Controls (ELC)
Remediation Testing: Equity & Stock Administration (ESA)
Remediation Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Remediation Testing: Fixed Assets & Intangible Assets (FA/IA)
Remediation Testing: HR & Payroll (HRP/PRC)
Remediation Testing: Order to Cash (OTC/QTV/REV/COR)
Remediation Testing: Procure to Pay (PTP)
Remediation Testing: TAX
Remediation Testing: Treasury & Cash Management (TCM)
Remediation Testing: ITGC Access Controls (ITGC-AC)
Remediation Testing: ITGC Computer Operations (ITGC-CO)
Remediation Testing: ITGC System Development (ITGC-SD)
Remediation Testing: ITGC Change Management (ITGC-CM)
RED1099 Projects
Accounting FY21
RDT2018 Projects
SOX FY21
RDT2018 SOX FY21
302 Certification
Document ELC
Document ESA
Document FCR
Document FA
Document HRP
Document INV
Document ITGC
Document OTC
Document PTP
Document TCM
Document TAX
RCM ELC
RCM ESA
RCM FCR
RCM FA
RCM HRP
RCM INV
RCM ITGC
RCM OTC
RCM PTP
RCM TCM
RCM TAX
Walkthrough ELC
Walkthrough ESA
Walkthrough FCR
Walkthrough FA
Walkthrough HRP
Walkthrough INV
Walkthrough ITGC
Walkthrough OTC
Walkthrough PTP
Walkthrough TCM
Walkthrough TAX
Testing ELC
Testing ESA
Testing FCR
Testing FA
Testing HRP
Testing INV
Testing ITGC
Testing OTC
Testing PTP
Testing TCM
Testing TAX
Planning
Project Admin (PA)
Training
Business Risk Assessment
ITGC Risk Assessment
COSO Mapping
Segregation of Duties Analysis (SOD)
SoxRox SOD NetSuite Permissions
SOC 1 Report Mapping
SOX Training for Process Owners
Quarterly Audit Committee Preparation and Reporting
Key Reports Testing
External Auditor Management
Year-end Evaluation of Summary of Aggregated Deficiency
RED1099 Accounting FY21
Bookkeeping
Payroll
Project Admin (PA)
Reports
Training
REV1014 Projects (INACTIVE)
SOX17
REV1014 SOX17 (INACTIVE)
Document(Narr): Clinical Trial Accruals (CTA)
Document(Narr): Entity Level Control (ELC)
Document(Narr): Equity & Stock Admin (ESA)
Document(Narr): Financial Close & Reporting (FCR)
Document(Narr): Fixed & Intangible Assets (FA & IA)
Document(Narr): HR & Payroll (HRP)
Document(Narr): IT General Controls (ITGC)
Document(Narr): New Controls
Document(Narr): Procure-to-Pay (PTP)
Document(Narr): Tax
Document(Narr): Training
Document(Narr): Treasury Cash Management (TCM)
Project: Audit Prep
Project: COSO Mapping
Project: Evaluate and report (Qtrly AC reporting & Auditor Mgmt)
Project: Flowcharts
Project: Management Review Controls (MRC)
Project: New Controls
Project: Project Admin (PA)
Project: Project Management
Project: Remediation Testing
Project: Report & Spreadsheet Testing
Project: Risk assessment (scoping planning memo)
Project: Segregation of Duties (SOD) Analysis and Memo
Project: SOC I Controls Mapping
Project: SOX Prep
Project: SOX Wdesk Transition (Meetings to review setup, workpaper transition)
Review: Clinical Trial Accruals (CTA)
Review: Entity Level Control (ELC)
Review: Equity & Stock Admin (ESA)
Review: Financial Close & Reporting (FCR)
Review: Fixed & Intangible Assets (FA & IA)
Review: HR & Payroll (HRP)
Review: IT General Controls (ITGC)
Review: New Controls
Review: Procure-to-Pay (PTP)
Review: Tax
Review: Training
Review: Treasury Cash Management (TCM)
Testing: Clinical Trial Accruals (CTA)
Testing: Entity Level Control (ELC)
Testing: Equity & Stock Admin (ESA)
Testing: Financial Close & Reporting (FCR)
Testing: Fixed & Intangible Assets (FA & IA)
Testing: HR & Payroll (HRP)
Testing: IT General Controls (ITGC)
Testing: New Controls
Testing: Procure-to-Pay (PTP)
Testing: Tax
Testing: Training
Testing: Treasury Cash Management (TCM)
Walkthrough: Clinical Trial Accruals (CTA)
Walkthrough: Entity Level Control (ELC)
Walkthrough: Equity & Stock Admin (ESA)
Walkthrough: Financial Close & Reporting (FCR)
Walkthrough: Fixed & Intangible Assets (FA & IA)
Walkthrough: HR & Payroll (HRP)
Walkthrough: IT General Controls (ITGC)
Walkthrough: New Controls
Walkthrough: Procure-to-Pay (PTP)
Walkthrough: Tax
Walkthrough: Training
Walkthrough: Treasury Cash Management (TCM)
RIS1082 Projects
Accounting FY21
Accounting FY22
RIS1082 Accounting FY19
Bookkeeping
Payroll
Project Admin (PA)
Reports
Training
RIS1082 Accounting FY20
Bookkeeping
Payroll
Project Admin (PA)
Reports
Training
RIS1082 Accounting FY21
Audit Prep
Bookkeeping
Employee Retention Tax Credit
Payroll
Project Admin (PA)
Reports
Training
RIS1082 Accounting FY22
Audit Prep
RLI1097 Projects
SOX FY22
RLI1097 SOX FY22
Project: Client Training (SOX)
Project: COSO Mapping
Project: Plan (SOX)
Project: Project Management (SOX)
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP)
Project: SOD Analysis (Non-ERP)
Document: Entity Level Controls (ELC)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: HR & Payroll (HRP/PRC)
Document: Inventory (INV/XRP/XRPII)
Document: Order to Cash (OTC/QTC/REV/COR)
Document: Procure to Pay (PTP)
Document: TAX
Document: Treasury & Cash Management (TCM/TIM)
Practice Walkthrough: Inventory (INV/XRP/XRPII)
Practice Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Practice Walkthrough: Treasury & Cash Management (TCM/TIM)
Project: Risk Assessment (ITGC)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC System Development (ITGC-SD)
Document: ITGC Change Management (ITGC-CM)
ROO1015 Projects (INACTIVE)
Internal Audit FY18
ROO1015 Internal Audit FY18 (INACTIVE)
Scoping
Walk Through
Field Work and Testing
Evaluate and Report
Close Out Meeting
Project Admin (PA)
Training
ROO Supplier Mng (INACTIVE)Serv
Policies
Vendor Management
SEC1069 Project (INACTIVE)
Accounting FY18
SEC1069 Accounting FY18 (INACTIVE)
Discount
AP Automation Phase 1
Project Admin (PA)
Training
SID1044 Projects (INACTIVE)
NetSuite Implementation
SID1044 NetSuite (INACTIVE)
NetSuite Consulting
SKY1096 Projects
Accounting FY19
SKY1096 Accounting FY19
Bookkeeping
Project Admin (PA)
Training
Set up QBO
Set up Expensify
Set up Bill.com
Set up Avalara
Reports
SEN1098 Projects INACTIVE
NetSuite FY20
NetSuite FY21
SEN1098 NetSuite FY21 INACTIVE
Consulting
Project Admin (PA)
SEN1098 NetSuite FY20 INACTIVE
AR & INV
Consulting
Prepaid & FA
Project Admin (PA)
SEN1098 NetSuite FY19 INACTIVE
Consulting
Define
Design
Develop
Deploy
Project Admin (PA)
Training
SIG1016 Projects
FY 18
SIG1016 SOX18
Document(Narr): Entity Level Control (ELC)
Document(Narr): Equity & Stock Admin (ESA)
Document(Narr): Financial Close & Reporting (FCR)
Document(Narr): Fixed & Intangible Assets (FA & IA)
Document(Narr): HR & Payroll (HRP)
Document(Narr): Inventory (INV)
Document(Narr): IT General Controls (ITGC)
Document(Narr): New Controls
Document(Narr): Order-to-Cash (OTC)
Document(Narr): Procure-to-Pay (PTP)
Document(Narr): Tax
Document(Narr): Training
Document(Narr): Treasury Cash Management (TCM)
Project: COSO Mapping
Project: Evaluate and report (Qtrly AC reporting & Auditor Mgmt)
Project: Project Admin (PA)
Project: Project Management
Project: Remediation Testing
Project: Report & Spreadsheet Testing
Project: Risk assessment (scoping planning memo)
Project: Singapore Process
Review: Entity Level Control (ELC)
Review: Equity & Stock Admin (ESA)
Review: Financial Close & Reporting (FCR)
Review: Fixed & Intangible Assets (FA & IA)
Review: HR & Payroll (HRP)
Review: Inventory (INV)
Review: IT General Controls (ITGC)
Review: New Controls
Review: Order-to-Cash (OTC)
Review: Procure-to-Pay (PTP)
Review: Tax
Review: Training
Review: Treasury Cash Management (TCM)
Testing: Entity Level Control (ELC)
Testing: Equity & Stock Admin (ESA)
Testing: Financial Close & Reporting (FCR)
Testing: Fixed & Intangible Assets (FA & IA)
Testing: HR & Payroll (HRP)
Testing: Inventory (INV)
Testing: IT General Controls (ITGC)
Testing: New Controls
Testing: Order-to-Cash (OTC)
Testing: Procure-to-Pay (PTP)
Testing: Review
Testing: Tax
Testing: Training
Testing: Treasury Cash Management (TCM)
Walkthrough: Entity Level Control (ELC)
Walkthrough: Equity & Stock Admin (ESA)
Walkthrough: Financial Close & Reporting (FCR)
Walkthrough: Fixed & Intangible Assets (FA & IA)
Walkthrough: HR & Payroll (HRP)
Walkthrough: Inventory (INV)
Walkthrough: IT General Controls (ITGC)
Walkthrough: New Controls
Walkthrough: Order-to-Cash (OTC)
Walkthrough: Procure-to-Pay (PTP)
Walkthrough: Tax
Walkthrough: Training
Walkthrough: Treasury Cash Management (TCM)
SIG1016 FY18 (INACTIVE)
SOC1 Mapping
SMU1067 Projects
401K Project
FY18 Payroll Processing
SMU1067 401K Projects 2019
401K - Historical Analysis
SMU1067 FY18 Process Documentation (INACTIVE)
Flowchart - OTC
Flowchart - PTP
Flowchart - FA
Flowchart - HRP
Flowchart - TAX
Flowchart - ESA
Flowchart - FSC
Flowchart - Training
Desktop Proc - OTC
Desktop Proc - PTP
Desktop Proc - FA
Desktop Proc - HRP
Desktop Proc - TAX
Desktop Proc - ESA
Desktop Proc - FSC
Desktop Proc - Training
Project Admin (PA)
SMU1067 FY18 Payroll Audit (INACTIVE)
Payroll
Project Admin (PA)
Training
SMU1067 FY18 Payroll Processing
Payroll FY17 Audit Prep
Payroll Processing
Payroll Documentation
Project Admin (PA)
401K Project 2019
SOF2014 Projects
SRI1074 Projects
Federal Contract Billing FY18
SRI1074 FY18 Process Documentation (INACTIVE)
Contract Billing Tasks
Contract Billing Documentation
Project Admin (PA)
Training
SRI1074 Federal Contract Billing FY18
Contract Billing Tasks
Contract Billing Documentation
Project Management
Discount
STR1066 Projects
Accounting FY18
STR1066 Accounting FY18
Fixed Assets
HR and Payroll
Month End Close (MEC)
Order to Cash
Procure to Pay (PTP)
Project Admin (PA)
Tax
Training
Treasury Cash Mgt
STR2000 Projects
Accounting FY19
Accounting FY20
STR2000 Accounting FY20
Bookkeeping
Payroll
Project Admin (PA)
Reports
Training
STR2000 Accounting FY19
Bookkeeping
Payroll
Project Admin (PA)
Reports
Training
SOF1031 Projects
FY 17
SOF 1031 FY 17
NetSuite Consulting
Documentation
Training
STO2013 Project
TGS1094 Projects
THR1038 Projects
Accounting FY19
THR1038 Accounting FY19
Bookkeeping
Project Admin (PA)
Training
Reports
TPI1092 Projects
SOX FY22
TPI1092 SOX FY22
Document-ESA
Document-FCR
Document-FA
Document-HRP
Document-INV
Document-OTC
Document-PTP
Document-TCM
Testing- ESA
Testing- FCR
Testing - FA
Testing - HRP
Testing - INV
Testing - OTC
Testing - PTP
Testing - TCM
Project Admin (PA)
Training
TIG2028 Projects
Please Select
SOX FY23
TIG2028 SOX FY23
Please Select
Internal: Training (SOX)
Project: Client Training (SOX)
Project: Plan (SOX)
Project: Risk Assessment (Business)
Project: SOD Analysis (Manual)
Project: NetSuite SOD Analysis
Project: Bridge Bank SOD Analysis
Project: Client Training (302)
Project: Project Management (302)
Project: Certification & Disclosure Committee (302)
Project: Certification System Set-up (302)
Project: Setting Up IT Policies and procedures
Project: Risk Assessment (IT)
Document: Entity Level Controls (ELC)
Document: Equity Stock Administration (ESA)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: Inventory (INV)
Document: Order to Cash (OTC/QTC/REV/COR)
Document: Procure to Pay (PTP)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Change Management (ITGC-CM)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC Entity Level (ITGC-ELC)
Document: ITGC System Development (ITGC-SD)
Practice Walkthrough: Entity Level Controls (ELC)
Practice Walkthrough: Equity & Stock Administration (ESA)
Practice Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Practice Walkthrough: Inventory (INV)
Practice Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Practice Walkthrough: Procure to Pay (PTP)
TTP1091 Projects
TRI1053 Projects
Expensify and QB Q3'17
TRI1053 Expensify and QB Q3'17
Expensify SetUp
QB SetUp
Training
Project Admin (PA)
TUR1037 Projects
NetSuite FY22
TUR1037 Accounting Backfill Support FY21
Accounts Receivable
GL Accounting
TUR1037 NetSuite FY22
COA Mapping - Tii
COA Mapping - ExamSoft
COA Mapping - ProctorExam
COA Mapping - UniCheck
Coding and Development
NetSuite Scoping
NetSuite Design
NetSuite Data Migration
NetSuite Testing
Project Management
TUR1037 Consult FY21
Documentation FA - Tii
Documentation FA - ExamSoft
Documentation FA - ProctorExam
Documentation FA - UniCheck
Documentation FCR - Tii
Documentation FCR - ExamSoft
Documentation FCR - ProctorExam
Documentation FCR - UniCheck
Documentation HRP - Tii
Documentation HRP - ExamSoft
Documentation HRP - ProctorExam
Documentation HRP - UniCheck
Documentation OTC - Tii
Documentation OTC - ExamSoft
Documentation OTC - ProctorExam
Documentation OTC - UniCheck
Documentation PTP - Tii
Documentation PTP - ExamSoft
Documentation PTP - ProctorExam
Documentation PTP - UniCheck
Documentation TAX - Tii
Documentation TAX - ExamSoft
Documentation TAX - ProctorExam
Documentation TAX - UniCheck
Documentation TCM - Tii
Documentation TCM - ExamSoft
Documentation TCM - ProctorExam
Documentation TCM - UniCheck
Project Management
TUR1037 NetSuite FY21
COA Mapping - Tii
COA Mapping - ExamSoft
COA Mapping - ProctorExam
COA Mapping - UniCheck
NetSuite Scoping
NetSuite Design
NetSuite Data Migration
NetSuite Testing
Project Management
TUR1037 Back Office 2019
Loan Staff
Project Admin (PA)
Training
Flowcharts
TUR1037 Internal Control FY21
Implement Controls
Project Admin
Policy
Training Content
Training System
TUR1037 Finance Transform FY21
Project Admin (PA)
TUR1037 New Netsuite
COA Mapping - Tii
COA Mapping - ExamSoft
COA Mapping - ProctorExam
COA Mapping - UniCheck
NetSuite Scoping
NetSuite Design
NetSuite Data Migration
NetSuite Testing
Project Management
TUR1037 Loan Staff (INACTIVE)
Cash Loan Staff
International Cash Loan Staff
UPW1017 Projects
Data Analytics
UPW 1017 Data Analytics
Cash Recon
Documentation
Training
UNI1024 Projects
Accounting
UNI1024 Accounting
Accounting
Out of Scope
Documentation
Training
UPL2007 Projects
Accounting FY22
Ad-hoc FY22
UPL2007 Accounting FY22
Atalaya Reporting
Canada Reconciliation
Cash Reports
Cash Set-up
Cash Training
Collections Reconciliation
Credit Suisse Reporting
Fortress Reporting
Pilot 7 – US Cash Recon
Pilot 8 - Collections Recon
Pilot - Neuberger Berman Recon
Project Admin (PA)
US Reconciliation
UPL2007 Accounting FY20
Canada Reconciliation
Cash Reports
Cash Set-up
Cash Training
Collections Reconciliation
Credit Suisse Reporting
Fortress Reporting
Pilot 7 – US Cash Recon
Pilot 8 - Collections Recon
Project Admin (PA)
US Reconciliation
UPL2007 Ad-hoc FY22
Development
UPL2007 Accounting FY21
Atalaya Reporting
Canada Reconciliation
Cash Reports
Cash Set-up
Cash Training
Collections Reconciliation
Credit Suisse Reporting
Fortress Reporting
Pilot 7 – US Cash Recon
Pilot 8 - Collections Recon
Pilot - Neuberger Berman Recon
Project Admin (PA)
US Reconciliation
UPL2007 Ad-hoc FY21
Development
USE2005 Projects
USE2005 SOX FY21
Document ELC
Document ESA
Document FSC
Document FA
Document ELC
Document ESA
Document FSC
Document FA
Document HRP
Document ITGC
Document OTC
Document PTP
Document TCM
Document TAX
Walkthrough ELC
Walkthrough ESA
Walkthrough FSC
Walkthrough FA
Walkthrough HRP
Walkthrough ITGC
Walkthrough OTC
Walkthrough PTP
Walkthrough TCM
Walkthrough TAX
Risk Assessment
COSO Mapping
SOD Analysis
AC Communication
External Auditor Management
Project Admin (PA)
Project Admin (PA) ITGC
Client Controls Training
Client ITGC Training
Document ITGC
Walkthrough ITGC
Testing ITGC
USE2005 SOX302
302 Client Training
302 Project Admin (PA)
302 Design Process
WIC1021 Projects
Accounting
WIC1021 Accounting
Daily AP/AR Tasks
Expensify
Month End Close Work and Review
Out of Scope
Payroll
QuickBooks Set-up
VAR1062 Projects
SOX18
VAR1062 SOX18
Deficiency
VER1018 Projects
FY18
VER1018 FY 17
AP KC Monitoring
COSO Mapping
Non Oracle SOD
Non Oracle Tran Review
Oracle Quarterly SOD
Payroll Testing
Sales Cert
SOC I Reports
User Profile Reviews
SOX Prep
Oracle SOD Training
Documentation
Training
VER1018 FY18
AP KC Monitoring
COSO Mapping
Non Oracle SOD
Non Oracle Tran Review
Oracle Quarterly SOD
Payroll Testing
Sales Cert
SOC - Reports
User Profile Reviews
Discount
SOX Prep
Oracle SOD Training
Internal: Documentation
Internal: Discount
Internal: Training
Internal: Project Admin (PA)
VIE1051 Projects
SOX21
SOX FY22
VIE1051 SOX19
Key Reports Testing
Project: COSO Mapping
Project: AC Communication
Project: Project Management
Project: SOD
Project: Year End Deficiencies
Project: Risk Assessment
Project: SOX Training / Onboarding
Project: External Auditor Management
Project: SOC Controls Mapping
Documentation: Entity Level Controls (ELC)
Documentation: Equity and Stock Admin (ESA)
Documentation: Fixed Assets (FA)
Documentation: Financial Statement Close (FSC)
Documentation: HR and Payroll (HRP)
Documentation: Inventory (INV)
Documentation: Order to Cash (OTC)
Documentation: Procure to Pay (PTP)
Documentation: Tax
Documentation: Treasury Cash Management (TCM)
Documentation: IT General Controls (ITGC)
Testing: Entity Level Controls (ELC)
Testing: Equity and Stock Admin (ESA)
Testing: Fixed Assets (FA)
Testing: Financial Statement Close (FSC)
Testing: HR and Payroll (HRP)
Testing: Inventory (INV)
Testing: Order to Cash (OTC)
Testing: Procure to Pay (PTP)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Testing: IT General Controls (ITGC)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity and Stock Admin (ESA)
Walkthrough: Fixed Assets (FA)
Walkthrough: Financial Statement Close (FSC)
Walkthrough: HR and Payroll (HRP)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: Tax
Walkthrough: Treasury Cash Management (TCM)
Walkthrough: IT General Controls (ITGC)
ITGC: Consulting
ITGC: Narrative Documentation
ITGC: Project Management
ITGC: Risk Assessment
ITGC: Testing
ITGC: Walkthrough
ITGC Consulting: Control Implementation Consulting
ITGC Consulting: SOC I Training
ITGC Consulting: PBC Review
ITGC Consulting: QAD SOD
Out of scope: PBC review
Out of Scope: Annual Control Mock WT
Out of scope: FCR flowchart
Out of scope: OTC flowchart
Out of scope: SOC I review training
VIE1051 SOX20
Key Reports Testing
Project: COSO Mapping
Project: AC Communication
Project: Project Management
Project: SOD
Project: Year End Deficiencies
Project: Risk Assessment
Project: SOX Training / Onboarding
Project: External Auditor Management
Project: SOC Controls Mapping
Documentation: Entity Level Controls (ELC)
Documentation: Equity and Stock Admin (ESA)
Documentation: Fixed Assets (FA)
Documentation: Financial Statement Close (FSC)
Documentation: HR and Payroll (HRP)
Documentation: Inventory (INV)
Documentation: Order to Cash (OTC)
Documentation: Procure to Pay (PTP)
Documentation: Tax
Documentation: Treasury Cash Management (TCM)
Documentation: IT General Controls (ITGC)
Testing: Entity Level Controls (ELC)
Testing: Equity and Stock Admin (ESA)
Testing: Fixed Assets (FA)
Testing: Financial Statement Close (FSC)
Testing: HR and Payroll (HRP)
Testing: Inventory (INV)
Testing: Order to Cash (OTC)
Testing: Procure to Pay (PTP)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Testing: IT General Controls (ITGC)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity and Stock Admin (ESA)
Walkthrough: Fixed Assets (FA)
Walkthrough: Financial Statement Close (FSC)
Walkthrough: HR and Payroll (HRP)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: Tax
Walkthrough: Treasury Cash Management (TCM)
Walkthrough: IT General Controls (ITGC)
ITGC: Consulting
ITGC: Narrative Documentation
ITGC: Project Management
ITGC: Risk Assessment
ITGC: Testing
ITGC: Walkthrough
ITGC Consulting: Control Implementation Consulting
ITGC Consulting: SOC I Training
ITGC Consulting: PBC Review
ITGC Consulting: QAD SOD
Out of scope: PBC review
Out of Scope: Annual Control Mock WT
Out of scope: FCR flowchart
Out of scope: OTC flowchart
Out of scope: SOC I review training
Key Reports Testing
Project: COSO Mapping
Project: AC Communication
Project: Project Management
Project: SOD
Project: Year End Deficiencies
Project: Risk Assessment
Project: SOX Training / Onboarding
Project: External Auditor Management
Project: SOC Controls Mapping
Documentation: Entity Level Controls (ELC)
Documentation: Equity and Stock Admin (ESA)
Documentation: Fixed Assets (FA)
Documentation: Financial Statement Close (FSC)
Documentation: HR and Payroll (HRP)
Documentation: Inventory (INV)
Documentation: Order to Cash (OTC)
Documentation: Procure to Pay (PTP)
Documentation: Tax
Documentation: Treasury Cash Management (TCM)
Documentation: IT General Controls (ITGC)
Testing: Entity Level Controls (ELC)
Testing: Equity and Stock Admin (ESA)
Testing: Fixed Assets (FA)
Testing: Financial Statement Close (FSC)
Testing: HR and Payroll (HRP)
Testing: Inventory (INV)
Testing: Order to Cash (OTC)
Testing: Procure to Pay (PTP)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Testing: IT General Controls (ITGC)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity and Stock Admin (ESA)
Walkthrough: Fixed Assets (FA)
Walkthrough: Financial Statement Close (FSC)
Walkthrough: HR and Payroll (HRP)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: Tax
Walkthrough: Treasury Cash Management (TCM)
Walkthrough: IT General Controls (ITGC)
ITGC: Consulting
ITGC: Narrative Documentation
ITGC: Project Management
ITGC: Risk Assessment
ITGC: Testing
ITGC: Walkthrough
ITGC Consulting: Control Implementation Consulting
ITGC Consulting: SOC I Training
ITGC Consulting: PBC Review
ITGC Consulting: QAD SOD
Out of scope: PBC review
Out of Scope: Annual Control Mock WT
Out of scope: FCR flowchart
Out of scope: OTC flowchart
Out of scope: SOC I review training
VIE1051 SOX21
Key Reports Testing
Project: COSO Mapping
Project: AC Communication
Project: Project Management
Project: SOD
Project: Year End Deficiencies
Project: Risk Assessment
Project: SOX Training / Onboarding
Project: External Auditor Management
Project: SOC Controls Mapping
Documentation: Entity Level Controls (ELC)
Documentation: Equity and Stock Admin (ESA)
Documentation: Fixed Assets (FA)
Documentation: Financial Statement Close (FSC)
Documentation: HR and Payroll (HRP)
Documentation: Inventory (INV)
Documentation: Order to Cash (OTC)
Documentation: Procure to Pay (PTP)
Documentation: Tax
Documentation: Treasury Cash Management (TCM)
Documentation: IT General Controls (ITGC)
Testing: Entity Level Controls (ELC)
Testing: Equity and Stock Admin (ESA)
Testing: Fixed Assets (FA)
Testing: Financial Statement Close (FSC)
Testing: HR and Payroll (HRP)
Testing: Inventory (INV)
Testing: Order to Cash (OTC)
Testing: Procure to Pay (PTP)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Testing: IT General Controls (ITGC)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity and Stock Admin (ESA)
Walkthrough: Fixed Assets (FA)
Walkthrough: Financial Statement Close (FSC)
Walkthrough: HR and Payroll (HRP)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: Tax
Walkthrough: Treasury Cash Management (TCM)
Walkthrough: IT General Controls (ITGC)
ITGC: Consulting
ITGC: Narrative Documentation
ITGC: Project Management
ITGC: Risk Assessment
ITGC: Testing
ITGC: Walkthrough
ITGC Consulting: Control Implementation Consulting
ITGC Consulting: SOC I Training
ITGC Consulting: PBC Review
ITGC Consulting: QAD SOD
Out of scope: PBC review
Out of Scope: Annual Control Mock WT
Out of scope: FCR flowchart
Out of scope: OTC flowchart
Out of scope: SOC I review training
Key Reports Testing
Project: COSO Mapping
Project: AC Communication
Project: Project Management
Project: SOD
Project: Year End Deficiencies
Project: Risk Assessment
Project: SOX Training / Onboarding
Project: External Auditor Management
Project: SOC Controls Mapping
Documentation: Entity Level Controls (ELC)
Documentation: Equity and Stock Admin (ESA)
Documentation: Fixed Assets (FA)
Documentation: Financial Statement Close (FSC)
Documentation: HR and Payroll (HRP)
Documentation: Inventory (INV)
Documentation: Order to Cash (OTC)
Documentation: Procure to Pay (PTP)
Documentation: Tax
Documentation: Treasury Cash Management (TCM)
Documentation: IT General Controls (ITGC)
Testing: Entity Level Controls (ELC)
Testing: Equity and Stock Admin (ESA)
Testing: Fixed Assets (FA)
Testing: Financial Statement Close (FSC)
Testing: HR and Payroll (HRP)
Testing: Inventory (INV)
Testing: Order to Cash (OTC)
Testing: Procure to Pay (PTP)
Testing: Tax
Testing: Treasury Cash Management (TCM)
Testing: IT General Controls (ITGC)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity and Stock Admin (ESA)
Walkthrough: Fixed Assets (FA)
Walkthrough: Financial Statement Close (FSC)
Walkthrough: HR and Payroll (HRP)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC)
Walkthrough: Procure to Pay (PTP)
Walkthrough: Tax
Walkthrough: Treasury Cash Management (TCM)
Walkthrough: IT General Controls (ITGC)
ITGC: Consulting
ITGC: Narrative Documentation
ITGC: Project Management
ITGC: Risk Assessment
ITGC: Testing
ITGC: Walkthrough
ITGC Consulting: Control Implementation Consulting
ITGC Consulting: SOC I Training
ITGC Consulting: PBC Review
ITGC Consulting: QAD SOD
Out of scope: PBC review
Out of Scope: Annual Control Mock WT
Out of scope: FCR flowchart
Out of scope: OTC flowchart
Out of scope: SOC I review training
VIE1051 SOX FY22
Project: AC Communication (SOX)
Project: Client Training (SOX)
Project: External Auditor Management
Project: Key Reports (SOX)
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: SOC I Mapping
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP)
Project: Year End Deficiencies (SAD)
Document: Entity Level Controls (ELC)
Document: Equity Stock Administration (ESA)
Document: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Document: Fixed Assets/Intangible Assets (FA/IA/IUS/Leases)
Document: HR & Payroll (HRP/PRC)
Document: Inventory (INV)
Document: Order to Cash (OTC/QTC/REV/COR)
Document: Procure to Pay (PTP)
Document: TAX
Document: Treasury & Cash Management (TCM)
Walkthrough: Entity Level Controls (ELC)
Walkthrough: Equity & Stock Administration (ESA)
Walkthrough: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Walkthrough: Fixed Assets & Intangible Assets (FA/IA)
Walkthrough: HR & Payroll (HRP/PRC)
Walkthrough: Inventory (INV)
Walkthrough: Order to Cash (OTC/QTV/REV/COR)
Walkthrough: Procure to Pay (PTP)
Walkthrough: TAX
Walkthrough: Treasury & Cash Management (TCM)
Testing: Entity Level Controls (ELC)
Testing: Equity & Stock Administration (ESA)
Testing: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Testing: Fixed Assets & Intangible Assets (FA/IA)
Testing: HR & Payroll (HRP/PRC)
Testing: Inventory (INV)
Testing: Order to Cash (OTC/QTV/REV/COR)
Testing: Procure to Pay (PTP)
Testing: TAX
Testing: Treasury & Cash Management (TCM)
Project: Risk Assessment (ITGC)
Document: ITGC Access Controls (ITGC-AC)
Document: ITGC Computer Operations (ITGC-CO)
Document: ITGC System Development (ITGC-SD)
Document: ITGC Change Management (ITGC-CM)
Walkthrough: ITGC Access Controls (ITGC-AC)
Walkthrough: ITGC Computer Operations (ITGC-CO)
Walkthrough: ITGC System Development (ITGC-SD)
Walkthrough: ITGC Change Management (ITGC-CM)
Testing: ITGC Access Controls (ITGC-AC)
Testing: ITGC Computer Operations (ITGC-CO)
Testing: ITGC System Development (ITGC-SD)
Testing: ITGC Change Management (ITGC-CM)
VYB1078 Projects
VYB1078 Accounting FY20
Bookkeeping
Payroll
Project Admin (PA)
Training
VYB1078 Accounting FY19
Bill.com Set-up 2019
Bookkeeping
Payroll
Project Admin (PA)
Training
VYB1078 Accounting FY18
WRM1058 Projects (INACTIVE)
Back office 2017
WRM1058 Back office 2017 (INACTIVE)
Bookkeeping
Project Admin (PA)
Training
YGR1019 Projects
NetSuite FY18
YGR1019 NetSuite FY18
Journal Approvals - configuration
Journal Approvals - testing
Project Admin (PA)
ZYM1055 Projects
Netsuite Consulting
ZYM1055 Netsuite Consulting
Custom Balance Sheet Trend Report
Custom Report Qtr to Qtr Comparison
NS Custom Reports 2017
Project Admin (PA)
Training
SON1090 Projects
SOX21
SOX FY21
SON1090 SOX21
COSO Assessment
Project Admin (PA)
Training
SON1090 SOX FY21
Project: AC Communication (SOX)
Project: COSO Mapping
Project: Plan (SOX)
Project: Project Management (SOX)
Project: Risk Assessment (Business)
Project: SOD Analysis (Manual)
Project: SOD Analysis (ERP/SOXRox)
Documentation: Entity Level Controls (ELC)
Documentation: Financial Stmt Close & Reporting (FCR/FSCP/FIN/FRE/MEC)
Project: Risk Assessment (ITGC)
Documentation: IT General Controls (ITGC-AC)
Documentation: IT General Controls (ITGC-CM)
Status
On hold
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