Tuesday, March 5, 2013

Segregation of Duties for Small Businesses

Posted by EYHokie


Small businesses, by the nature of their size, often do not have the ability/resources to fully segregate their back-office operations.  For some companies, the visionary is driving the direction of the company and controls are not at the forefront.  The objective is to grow, grow, grow.  With success, the company continues to focus on the strategy, marketing and operations.  What about the back-office? 

Upon a quick search, I found a great SOD matrix developed by University System of Georgia.  Their definition of SOD is as follows:
“The concept of Segregation of Duties is to separate the major responsibilities of authorizing transactions, custody of assets, recording of transactions and reconciliation/verification of transactions for each business process.”[1]

A document I found from the Technology Evaluation Centers Inc. has a great matrix to use[2].  Due to the size of a small business the matrix is a bit excessive and impossible to fully implement.  Remember, we are talking about that visionary that isn’t worried about the accounting and supporting technology.  What are some of the key functions the firm should care about?  How do they handle them?  I’m going to do a bit of research and find out what some companies do.  Nothing big or formal.




[1] www.busfin.uga.edu/controller/Segregation_of_duties_matrix.xls
[2] http://blog.technologyevaluation.com/files/2008/09/sox-sod.xls

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