Services
Four connected disciplines. One clearer operating system.
Financial operations, access, compliance, security, and recovery are not separate concerns inside a small business. Lilly scopes engagements around the connections between them.
Payroll & Compliance
Make recurring obligations dependable.
Payroll and compliance failures are rarely just filing problems. They often begin with unclear responsibilities, weak information flow, incomplete account access, or changes that are not reviewed.
Representative work
- QuickBooks Online and QuickBooks Payroll support
- Gusto and related payroll-system support
- Payroll setup, reconciliation and historical cleanup
- Form 941 reconciliation and problem resolution
- Form 940 and FUTA support
- W-2 and W-3 correction support
- Payroll-tax notices and filing documentation
- Employee setup and termination workflows
- Payroll access and process review
- Payroll-related compliance remediation
Accuracy and problem resolution—not commodity processing: Lilly focuses on payroll controls, reconciliation, compliance support and difficult cleanup. Tax knowledge supports repair and readiness; matters requiring authorized representation are referred or coordinated appropriately.
Financial Systems & Controls
Turn financial activity into a controlled management process.
Useful financial systems make responsibilities visible, preserve supporting evidence, and provide management with timely information—not merely a ledger that eventually balances.
Representative work
- QuickBooks Online configuration and cleanup
- Accounting workflow and chart-of-accounts review
- Close, reconciliation and documentation standards
- Segregation of duties and role design
- Management reporting and audit-trail review
- Vendor setup and change controls
- ACH and electronic-payment approvals
- Financial-system permissions and user reviews
- Administrative account review
- Fraud controls and process remediation
The objective is proportionate control: enough structure to reduce errors, fraud exposure, and key-person dependence without burying a small business in unnecessary procedure.
Cybersecurity & Risk
Protect the accounts and processes that move money and hold the business together.
Lilly’s initial cybersecurity work is defensive and business-centered. The Business Account & Financial-System Security Review provides a focused entry point across identity, financial platforms, permissions, payments, vendors, backups, and recovery.
View the focused security reviewRepresentative work
- Identity, MFA and account-recovery review
- Administrative and shared-account inventory
- Microsoft 365 and Google Workspace access
- QuickBooks and payroll-system permissions
- Employee, contractor and vendor access
- Onboarding and offboarding controls
- Backups, recovery and business continuity
- Security policy and procedure design
- Payment and payroll fraud controls
- AI-tool and SaaS usage risk review
Not currently offered: penetration testing, red teaming, digital forensics, malware analysis as a client service, 24/7 incident response, SOC monitoring, managed detection and response, regulatory certification, or guaranteed security or compliance.
Advisory & Remediation
Stabilize the problem, then leave a better system behind.
Accumulated disorder often crosses records, responsibilities, accounts, and software. Remediation should address the immediate problem while reducing the chance that it returns.
Representative work
- Controls assessments and remediation plans
- Financial cleanup and system remediation
- Payroll-process remediation
- Workflow and responsibility redesign
- Reporting stabilization
- Security-controls remediation
- Policy and procedure documentation
- Business continuity planning
- Ongoing operational advisory
- Periodic access and controls reviews
High-risk, unclear, or complex matters may begin with a separately scoped paid diagnostic so the evidence, required expertise, and responsible next steps are clear.
Not sure where the problem belongs?
Start with what is failing—not a service label.
We will identify the relevant systems, records, controls, and professional roles before recommending a scope.
Professional scope
Services are defined by written engagement scope. Lilly Financial does not provide legal advice, attest services, authorized tax representation, penetration testing, red teaming, digital forensics, continuous SOC monitoring, regulatory certification, or guarantees of security or compliance. Review complete service limitations.