ORDER AN AUDIT, AN ADVISORY SERVICE
IT IS ALWAYS A GOOD IDEA TO CONSULT SOMEONE WHO, AS A TRUSTED ADVISOR, CAN LOOK AT YOUR BUSINESS FROM A DISTANCE.
I provide services in the following fields:
- Internal operational audit:
- effectiveness and compliance of activities and organizations with regulations and provisions,
- assessment of the operation of processes, risks and control systems,
- fraud audit,
- EU funds audit,
- audit of IT systems in the area of access control;
- Financial and tax business consulting in the company’s operations,
- Analyses and assessments of financial condition, including liquidity analyses and analyses of key financial indicators,
- Construction of business regulation systems that make up the company’s operating model,
- Monitoring of the main key KPIs,
- Construction of a financial and cash flow model,
- Consulting in the implementation of ERP and DMS / BI business IT systems with a built-in process control model,
- Support in the construction of business plans and company development strategies and change management,
- Financing and fundraising planning,
- Optimization of the organizational and functional structure of the client’s company,
- Financial audit of financial statements and other auditor’s services,
- Service maintenance of tax revenue and expense ledgers and full accounting records,
- Financial statements and management reports,
- Chief accountant supervision,
- Support in business risk management and fraud risk,
- Work on supervisory boards of companies as an expert auditor
In practice, I use the following standards:
- We initially agree on the general scope of the project based on the initial demand reported:
by e-mail, telephone, client survey sheet (basic client data), - Then, together with the client, we formulate a project order or a Service Agreement:
It can be a closed form, I use it e.g. in the case of financial audits), when the purpose, scope
and program can be specified in advance, - It can be an open form that includes general conditions and agreements, e.g. regarding the
preliminary study and scope, deadlines and prices) I use this approach when detailed
conditions are difficult to determine before starting work, - At the beginning of the project, I develop a project plan and program. It describes: the
business context, the project purpose taking into account the client’s expectations, the
client’s purpose, scope, program and approach to the project, and the remuneration or
formula for calculating my remuneration, - The project is usually implemented using a checklist and a project schedule – road map,
- In audit projects, there is a final report. It contains conclusions, assessment of the level of
control, observed risks, observations and recommendations or at the end In the case of other
than audit, I summarize and formulate conclusions in the final document after the project. - We set the price of the service either in advance as a lump sum for the project. This is most
often the case in projects in financial audit and other assurance services of the auditor).
Or it can be a price calculated according to the agreed hourly rate and number of hours (used
in the case of internal audits and consulting services due to the conditions as in open
contracts).
The number of hours results from the Protocol of Acceptance of Work agreed by the parties, - I often develop an improvement plan including audit recommendations. The improvement
plan defines the method of implementing changes for improvement, the persons responsible
in the client’s company and the deadlines for implementation.
I always confirm with the client which of these standard elements are appropriate for the
nature of the project and I use them. I can provide services as an external company or on the
basis of a civil contract or as an employee of the client’s company.
Finally, summarizing the offer for you, I would like to inform you that if: - YOU ARE LOOKING FOR A COMPANY ADVISOR, THE BEST AUDITOR ADVISOR OR CERTIFIED
AUDITOR; - YOU NEED AN ANALYSIS OF THE FINANCIAL LIQUIDITY OF THE COMPANY, A CASH
MANAGEMENT MODEL, AN AUDIT OF MANAGEMENT CONTROL OF PROCESSES IN THE
COMPANY, AN AUDIT OF COMPANY RULES COMPLIANCE; – YOU WANT TO KNOW WHAT IS
THE WORKING CAPITAL IN THE COMPANY, THE DEVELOPMENT POTENTIAL, - YOU NEED SUPPORT IN IMPLEMENTING DEVELOPMENT PROJECTS, TRANSFORMATIONS,
- YOU NEED SUPPORT IN BUILDING A RISK MANAGEMENT AND FRAUD PREVENTING SYSTEM”
CONTACT ME – IT IS FREE
I am glad when my work is beneficial to my clients. I adhere to the principle: YOUR SUCCESS IN BUSINESS MAKES ME HAPPY. If business integrity matters to you, you are in the right place.
ADVISOR, AUDITOR, CHARTERED ACCOUNTANT No ID 9618
