Financial information requires disciplined access and control.
Running your finance function means working inside your accounting system, your bank, your payroll provider, and your payment tools. This page describes how we handle that access.
What follows are operating practices, not certifications. We publish what we actually do, nothing more.
Eleven practices we work by.
They apply to every engagement, and they are reviewed again as your systems and responsibilities change.
- People are given access to the systems and records their responsibilities actually require, and nothing beyond that.
- When a system offers defined roles, we assign access by role rather than handing out broad administrative rights.
- We enable multifactor authentication on the financial systems we work in wherever the system supports it.
- Bills, payments, expenses, and other financial actions follow agreed approval thresholds, and your leadership keeps the approval authority.
- Recurring financial work is written down with defined steps and a named owner, so control does not depend on one person’s memory.
- Where a system records who changed what and when, we leave that history intact and use it when reviewing exceptions.
- Credentials are kept in a password manager rather than in spreadsheets, email, or chat, and are updated when responsibilities change.
- We do not ask for or work from a shared bank login; access is granted individually through your bank’s own user permissions.
- A change to a vendor’s bank details or remittance information is verified through a known contact method before any payment is released.
- Your money stays in accounts your organization owns and controls; we work inside those accounts under the permissions you grant.
- We review who has access to which system on a recurring basis and remove access that is no longer required.
We describe only the controls and operating practices currently in place.
No claimed certifications
We do not claim SOC 2, ISO 27001, or other formal certifications unless and until they have been obtained and independently verified.
Due-diligence requests
Organizations with specific due-diligence requirements can request additional information during the evaluation process.
Questions about a control
For questions about a particular control, contact hello@everypennyllc.com.
Financial control starts with knowing who has access to what.
A Financial Control Review covers approvals, access, and ownership alongside close, cash, billing, and reporting.
30 minutes. Receive a one-page Finance Function Map within one business day. No obligation.