Internal
Systems
For Your Business

Discover How Our Systems Can Free You to Work ON Your Business… Not IN Your Business.

We can help you help your business by providing an objective review of your internal control systems and determine the efficiency and effectiveness of your operating procedures.

Among the corrections we might help you make…

  • Segregate duties in order to reduce risk of error or inappropriate action. This involves making sure that no one person has control over all aspects of any single financial transaction.
  • Ensuring that all transactions are handled by a delegate with approved authority to handle such transactions.
  • Put systems into place which create a process where all transactions are reviewed and reconciled by someone other than the transactor.
  • Assure physical safety of all equipment and introduce periodic counts to compare equipment, inventory, cash and other property are consistent with that on record.
  • Implement job training for all employees and make sure that employees have the knowledge and resources to carry out their job duties, are provided with an appropriate amount of supervision, and are aware of the channels for reporting potential problems.
  • Documentation of all policies and procedures that are accessible to your employees and the procedures for continued guidance and training regarding these procedures to address employee turnover or prolonged employee absence.
  • A consistent review of operations to determine that results are consistent with objectives and goals.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

When Disaster Strikes North Central Texas Taxpayers: Casualty Loss Deduction

Well, if you had an account with FTX, you very well might be in some financial difficulty. To a certain segment of our North Central Texas clients, this is a BIG deal. As such, I'll have more thoughts in the following weeks as things become more clear.But the...

A Tax Documentation Backup How-to for North Central Texas Filers

First, let’s discuss the elephant in the room: the mid-term elections.Depending on when you’re reading this, they might be underway in your North Central Texas precinct, they might be already in the rearview, they might not even have raised themselves to the level of...

North Central Texas Borrowers Be Wary of These Student Loan Forgiveness Scams

Before I dive into those scammers (one of my favorite topics – simply because I love SAVING North Central Texas people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front.Maybe.Because a few days ago, the IRS...

A Tricky Tax Credit for North Central Texas Electric Vehicle Owners

I think you probably realize that last Monday was the final deadline for 2021 taxes, and we can now (finally) put those returns to bed.Or can we?Frankly, with a number of our new North Central Texas clients this past year, we reviewed returns prepared via software...

Debunking Estate Plan Myths For North Central Texas Taxpayers (Part 2)

We're diving in, with sleeves rolled up, with a bunch of our North Central Texas area tax preparation clients in creating the best tax return possible for their 2020.Get on our list here: 972-548-1040But here at Andre + Associates, PC we're also keeping an eye on the...

Post-Stimulus Taxes for 2020

I mentioned last week the key provisions of the "American Rescue Plan," while it was just proposed legislation. Now that the House has passed it, there is more meat on those bones. I'll run it all down for you once it's been signed by the President,...

Debunking Estate Plan Myths For North Central Texas Taxpayers

On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride.With new PPP loans for North Central Texas small business owners, credits aplenty in all of the variety of stimulus bills,...

North Central Texas Taxpayers It’s Time To Deal With Your 2020 Tax Return

We can't electronically submit tax returns to the IRS until Friday, February 12. Nobody can. But that doesn't mean we can't help you get started. In fact, we're already in process with a few North Central Texas clients, and more and more are contacting us every day....

Retirement Money and Five Financial Mistakes To Avoid by Andre + Associates, PC

This is the time of year when we are normally opening up to file returns on behalf of North Central Texas clients, and taking a breath of "calm before the storm". Not this year though. Not only is actual tax filing delayed until February 12, but Congress made their...

Andre + Associates, PC’s Tax Checklist for North Central Texas Taxpayers

Every year within the independent tax and accounting business community here in North Central Texas (and on various online channels), we have a little fun laughing at the newest TurboTax or Block commercials. Last year, it was "all people are tax people"....
Skip to content