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Financial System Audit

Get an expert perspective to guide you to more efficient systems.

Financial Process Reviews

For businesses and organizations that want to improve the efficiency of their financial processes but aren’t sure where to start.

We’ll Assess Your Financial System’s Health and Make Recommendations For Next Steps

We’ll Assess Your Financial System’s Health and Make Recommendations For Next Steps

Our team will evaluate your current financial software and processes to identify vulnerabilities or inefficiencies that might be holding you back. We will provide detailed recommendations to help you optimize your financial operations. These recommendations will guide you towards improvements that boost efficiency and improve your bottom line.

Save Time & Money

Clearly see opportunities to reduce costs, improve productivity, and increase profitability.

Eliminate Inefficient Processes

Once you identify bottlenecks and patterns of inefficiency, you open your business up to developing stronger processes that drive growth. 

Identify Wasted Resources

Put wasted working hours to better use by removing duplicate efforts, minimizing human error, and improving time management. 

Make Informed Decisions for the Future

Know precisely where you stand so you can confidently move forward in a more efficient and business-aligned direction.

Find & Retain Hidden Knowledge

An audit can unveil critical insights that might otherwise go unnoticed, shedding light on areas for improvement or greater documentation. 

Receive Customized Recommendations

Our recommendations are developed with a deep understanding of your business and financial systems, ensuring you achieve optimal productivity and cost savings.

Financial software recommendations for your business in 3 minutes.

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It Starts With a Conversation

There’s no one-size fits all to creating effective accounting systems. So we first need to get to know you a little bit to understand your organization’s needs, current issues, and future opportunities.

If there seems to be a good fit, we’d move on to a full needs analysis, a cost/benefit analysis, and then a project proposal. But the first step is just to get to know each other, and there’s no pressure to move forward past there. So let’s connect!

When to Choose a Financial System Audit

When to Choose a Financial System Audit

  • Your software and systems don’t integrate
  • You have high operational costs
  • You rely on spreadsheets
  • Organizational knowledge only lives within certain team members
  • You are unsure of how to reduce inefficiencies
  • You are considering investing in a new software

How it Works

How it Works

1. Initial Meeting

We meet to understand your business and what’s holding you back from peak efficiency.

2. Assessment and Discovery

We work with you to complete discovery interviews and a needs assessment questionnaire.

3. Analysis

We dive deep into the areas of concern and devise solutions tailored to your business.

4. Evaluation

We evaluate the outcomes of each solution and prioritize them based on what will have the greatest impact.

5. Recommendations

We share our recommendations with you and have a discussion on potential next steps.

What's Included

What's Included

  Bronze Silver Gold
Needs analysis questionnaire
Discovery interviews Single key personnel Multiple key personnel All key personnel
Processing requirements list Limited Standard Comprehensive
Processing requirements report with ranking of priority  
Process change benefit/cost savings report
Software comparison report    
System map of existing workflow    
Develop enhanced processes  
System map of enhanced workflow
Process recommendations report    
Recommendations discussion
On-site review 1/2–1 day on-site/online 1–2 days on-site 2–3 days on-site

 

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Financial System Audit

We will dive deep into the health of your financial systems to identify gaps and opportunities for improvement. Our findings are delivered in a detailed recommendations report, accompanied by discussions to guide your decisions. 

  Bronze Silver Gold
Needs analysis questionnaire
Discovery interviews Single key personnel Multiple key personnel All key personnel
Processing requirements list Limited Standard Comprehensive
Processing requirements report with ranking of priority  
Process change benefit/cost savings report
Software comparison report    
System map of existing workflow    
Develop enhanced processes  
System map of enhanced workflow
Process recommendations report    
Recommendations discussion
On-site review 1/2–1 day live/online 1–2 day live 2–3 day live

 

Get Comprehensive Support with Our Integrated Services Plan

Get Comprehensive Support with Our Integrated Services Plan

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Most businesses need help across multiple areas of their financial systems. Our Integrated Services Plan makes it easy to get all the support you need through a bundled package. For a monthly fee, we will stay on as your partner to guide you through software selection & implementation, and ongoing support & training. You can also do a financial system audit as an add-on to the Integrated Services Plan. This bundled package is great for organizations looking for a financial systems partner by their side as their needs evolve.

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Ready to learn how a Financial System Audit can work for your business or organization? Book a 15-minute meeting with a member of our team.

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Guaranteed ROI

Our satisfaction guarantee means, if you are not satisfied with our services, you will receive a 100% return. 

Expertise

Expertise

Our experienced consultants have earned Asyma one of the highest customer satisfaction ratings in North America.

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Fixed Pricing

Know your total cost up front. The price will never increase after what is agreed upon.

We Provide Financial System Audits Across Industries

We Provide Financial System Audits Across Industries

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General Construction

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Nonprofits

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First Nations Organizations

  • Adaptabilities Logo
  • Canadian Foodgrains Bank
  • Easter Seals Logo
  • Emmanuel Senior Living Society Logo
  • Calgary Meals on Wheels Logo
  • Trellis Society Logo
  • Reach Edmonton Logo
  • Radius Logo
  • The Family Centre Logo
  • 360kids Logo
  • Alberta Motor Transport Association Logo
  • Red Deer Child Care Logo

We Also Provide Financial Solutions For Other Industries

We Also Provide Financial Solutions For Other Industries

  • Electrical Contracting
  • HVAC & Plumbing
  • Heavy Construction
  • Energy Field Services
  • Manufacturing & Fabrication
  • Distribution & Wholesale
  • Research & Development
  • Faith-Based
  • Healthcare

A clear path forward unveiled improved business performance. 

acden

ACDEN

Location: Fort McMurray, Alberta

Industry: Service

System: Sage 300 and Sage 300 Project Costing

ACDEN knew their financial processing needed to change, but they didn’t know where to start. Asyma conducted a Financial System Audit and presented recommendations to their team, including potential benefits and savings in excess of $540,000. Based on the solutions presented, ACDEN replaced their accounting system and worked with Asyma to configure the solution to their exact requirements. 

"Asyma is very knowledgeable and listens to the issues. They provided us with a good analysis of our processing requirements."

— Graeme Ramsay, CEO of ACDEN

Outdated processes replaced to maximize software.

athabasca

Athabasca Catering

Location: Saskatoon, Saskatchewan

Industry: Service

System: Sage 300, Sage 300 Payroll, Sage HRMS, Manusonic, Enablecore

Although Athabasca Catering knew their accounting system was powerful, they needed help improving processes to see maximum value. After Asyma completed a Financial System Audit, a plan was made to integrate new technology and management procedures. As a result, they were able to replace outdated processes, reducing administrative time and double entry of data.

"Asyma provides us with exceptional service and management support. The review of our processes gave us a clear direction on improvements."

— Linda Vanderlinde, Controller for Athabasca Catering

“Asyma reviewed and evaluated alternative accounting and management solutions and helped us develop a complete roadmap on how to proceed.”

Mar-Quinn 

“We are extremely happy working with the team at Asyma and we look forward to another productive year.”

Alberta Motor Transportation Association

“Asyma has been an important partner for us to grow our business. The team is made up of exceptional committed professionals.  No surprises on cost due to proper quoting.”

Butting Canada

It starts with a conversation.

Book a meeting and talk to a member of our team first-hand about our financial system services.

Explore Our Other Financial System Services

Explore Our Other Financial System Services

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Financial Management Software Implementation

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Ongoing Support & Training