{"id":4491,"date":"2026-07-20T06:03:04","date_gmt":"2026-07-20T06:03:04","guid":{"rendered":"https:\/\/mytesting123.com\/taxsquare\/?page_id=4491"},"modified":"2026-07-23T09:36:28","modified_gmt":"2026-07-23T09:36:28","slug":"advisory-and-internal-controls","status":"publish","type":"page","link":"https:\/\/mytesting123.com\/taxsquare\/advisory-and-internal-controls\/","title":{"rendered":"Advisory and Internal Controls"},"content":{"rendered":"

[et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” admin_label=”Header” _builder_version=”4.27.7″ use_background_color_gradient=”on” background_color_gradient_stops=”rgba(0,19,46,0.6) 0%|rgba(0,19,46,0.6) 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(0,19,46,0.6)” background_color_gradient_end=”rgba(0,19,46,0.6)” background_image=”https:\/\/mytesting123.com\/taxsquare\/wp-content\/uploads\/2026\/07\/WhatsApp-Image-2026-07-21-at-3.37.15-PM.jpeg” height_tablet=”” height_phone=”400px” height_last_edited=”on|phone” custom_padding=”||||false|false” custom_padding_tablet=”||||false|false” custom_padding_phone=”100px||||false|false” background_last_edited=”on|phone” background_image_phone=”https:\/\/mytesting123.com\/taxsquare\/wp-content\/uploads\/2026\/07\/775a51f6-87e7-4f16-b628-dd0a5d13893e.jpg” background_enable_image_phone=”on” locked=”off” global_colors_info=”{}” height__hover_enabled=”off|desktop”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.27.7″ header_font=”Darker Grotesque|900|||||||” header_font_size=”85px” background_layout=”dark” custom_margin=”||||false|false” header_font_size_tablet=”70px” header_font_size_phone=”41px” header_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Advisory and Internal Controls<\/h1>\n

Practical systems and tax analysis for growing organizations.<\/i><\/em><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”About” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/mytesting123.com\/taxsquare\/wp-content\/uploads\/2026\/07\/financial-advisor-42.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.27.7″ text_font=”Darker Grotesque|600|||||||” text_text_color=”#283444″ text_font_size=”22px” ul_line_height=”1.5em” header_2_font=”Darker Grotesque|900|||||||” header_2_text_color=”#05619b” header_2_font_size=”40px” header_3_text_color=”#38b349″ text_font_size_tablet=”22px” text_font_size_phone=”18px” text_font_size_last_edited=”on|phone” header_2_font_size_tablet=”42px” header_2_font_size_phone=”30px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Internal-Control Advisory<\/b><\/strong><\/h2>\n

We review accounting workflows, identify control gaps, and recommend improvements suited to the size, staffing, and risk profile of the organization.<\/p>\n

    \n
  • Segregation-of-duties review<\/li>\n
  • Cash receipt and disbursement controls<\/li>\n
  • Payroll and vendor controls<\/li>\n
  • Approval limits and access rights<\/li>\n
  • Month-end close procedures<\/li>\n
  • Management reporting controls<\/li>\n<\/ul>\n

    Process Documentation<\/b><\/strong><\/h3>\n

    We document practical standard operating procedures for recurring accounting and reporting processes. Clear procedures help reduce errors, support training, and establish accountability.<\/p>\n

    Cross-Border Tax Advisory<\/b><\/strong><\/h3>\n
      \n
    • Canada-US treaty analysis<\/li>\n
    • Permanent establishment considerations<\/li>\n
    • Cross-border withholding taxes<\/li>\n
    • Remote employee and contractor exposure<\/li>\n
    • Entity and transaction comparisons<\/li>\n<\/ul>\n

      [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_color=”#f8f5f1″ max_width=”750px” module_alignment=”center” custom_margin=”||||false|false” custom_padding=”|25px||25px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.27.7″ text_font=”Darker Grotesque|600|||||||” text_text_color=”#283444″ text_font_size=”22px” ul_line_height=”1.5em” header_2_font=”Darker Grotesque|900|||||||” header_2_text_color=”#05619b” header_2_font_size=”40px” header_3_text_color=”#38b349″ text_font_size_tablet=”22px” text_font_size_phone=”18px” text_font_size_last_edited=”on|phone” header_2_font_size_tablet=”42px” header_2_font_size_phone=”30px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

      Transfer Pricing<\/b><\/strong><\/h2>\n

      Related Canadian and US entities must consider arm\u2019s-length pricing and documentation. Engagements are scoped according to the transactions, jurisdictions, materiality, and documentation needs. Economic studies or legal opinions might require coordination with specialized providers.<\/p>\n

      Important Scope Point<\/b><\/strong><\/h3>\n

      Internal-control advisory and process reviews are consulting services. They do not constitute an audit, review, certification, or assurance opinion unless a separate written engagement expressly states otherwise.<\/p>\n

       <\/p>\n

      [\/et_pb_text][et_pb_button button_text=” Discuss an Advisory Engagement” button_alignment=”center” _builder_version=”4.27.7″ custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#0674ba” button_border_color=”rgba(0,0,0,0)” button_border_radius=”0px” button_letter_spacing=”2px” button_font=”Darker Grotesque|900|on|||on|||” button_use_icon=”off” custom_margin=”-15px||||false|false” custom_padding=”3px|40px|3px|40px|true|true” hover_enabled=”0″ button_text_size_tablet=”20px” button_text_size_phone=”16px” button_text_size_last_edited=”on|phone” button_text_shadow_style=”preset1″ locked=”off” global_colors_info=”{}” button_url=”https:\/\/mytesting123.com\/taxsquare\/contact-and-consultation\/#contact” sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

      Advisory and Internal Controls Practical systems and tax analysis for growing organizations.Internal-Control Advisory We review accounting workflows, identify control gaps, and recommend improvements suited to the size, staffing, and risk profile of the organization. Segregation-of-duties review Cash receipt and disbursement controls Payroll and vendor controls Approval limits and access rights Month-end close procedures Management reporting […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-4491","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/mytesting123.com\/taxsquare\/wp-json\/wp\/v2\/pages\/4491","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mytesting123.com\/taxsquare\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/mytesting123.com\/taxsquare\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/mytesting123.com\/taxsquare\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mytesting123.com\/taxsquare\/wp-json\/wp\/v2\/comments?post=4491"}],"version-history":[{"count":8,"href":"https:\/\/mytesting123.com\/taxsquare\/wp-json\/wp\/v2\/pages\/4491\/revisions"}],"predecessor-version":[{"id":4883,"href":"https:\/\/mytesting123.com\/taxsquare\/wp-json\/wp\/v2\/pages\/4491\/revisions\/4883"}],"wp:attachment":[{"href":"https:\/\/mytesting123.com\/taxsquare\/wp-json\/wp\/v2\/media?parent=4491"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}