| Structural Design/Setup | | | | | |
| Design, Test, Formalize and Document all Sales workflows | Y | | Y | | |
| Review/Verify, Adjust/Create & document SOPs for all Sales activities | Y | | Y | Y | |
| Analyze, Test & Recommend internal controls/checks & balances | Y | | Y | Y | |
| Review & recommend/create an Sales Checklist - W/M/Q/Y | | Y | Y | Y | |
| Review 18 - 36 months of prior Sales Trends, establish max/min/outliers | | Y | Y | | Y |
| Sales Automation - Sales data being imported and/or digitized for efficiency & accuracy? | Y | | Y | Y | Y |
| Are there any 3rd party services 'connected' to the Sales module? | Y | | Y | Y | |
| Is there a document retention process and is it being followed? | Y | | Y | Y | |
| Review/assist with Daily/Weekly Sales Journals - automate import process | | | Y | | Y |
| Review/assist with Sales Receivables & Reimbursements - automate import process | | | Y | Y | Y |
| Review/assist with Payment Gateways/Merchant Processors | | | Y | | |
| Design & implement metrics to measure trends & catch inefficiencies. | | Y | Y | | |
| Train, coach, counsel, mentor, manage Accounting Lead | Y | Y | Y | Y | |
| Procedural Design/Setup | | | | | |
| Review/enter/reconcile Daily Sales/Receivables | | | | | Y |
| Review/enter/reconcile reimbursements, cash receipts & bank deposits | | | | | Y |
| Review shortages, discrepancies, voids, overrings, cash handling procedures | | Y | Y | Y | Y |
| Verify Sales related Taxes on the POS are accurate | | | Y | Y | Y |
