Responsibilities remain informal
Payroll changes, vendor setup, payment approvals, and reconciliations depend on memory or one trusted person rather than a repeatable process.
Small businesses & growing firms
Build the controls your next stage of growth requires.
Lilly helps owner-led businesses strengthen payroll, financial workflows, compliance, access, payment safeguards, documentation, and recovery when internal processes have not kept pace with the company.
Owner-led businessesGrowing teamsChanging systemsCross-industry operations
Where growth creates exposure
Businesses often grow faster than their processes, permissions, and documentation.
Lilly identifies the points where money, data, people, and systems no longer line up—and helps correct them before the gaps become financial, operational, compliance, or security problems.
Access accumulates quietly
Employees, contractors, vendors, and former team members gain access across Microsoft 365, Google Workspace, QuickBooks, payroll, and other SaaS platforms.
Recovery is assumed
Backups, account recovery, documentation, and continuity plans may exist in pieces without a tested path for restoring critical operations.
Priority work
Practical controls across the systems a small business already uses.
Payroll & compliance
- QuickBooks Payroll, Gusto, setup and cleanup
- Payroll reconciliation and historical correction
- Form 941, Form 940, W-2 and W-3 issues
- Payroll-tax notices, filing support and employee workflows
Financial systems & controls
- QuickBooks Online configuration and process cleanup
- Chart-of-accounts and accounting workflow review
- Vendor changes, payment approvals and ACH controls
- Segregation of duties, audit trails and fraud prevention
Cybersecurity & risk
- MFA, user access and administrative account review
- Microsoft 365, Google Workspace and SaaS permissions
- Employee, contractor and vendor onboarding and offboarding
- Backups, account recovery and financial-system security
Advisory & remediation
- Controls assessments and prioritized remediation plans
- Policy, procedure and workflow documentation
- Business continuity and security-controls remediation
- Ongoing advisory and periodic access reviews
Cross-industry does not mean generic
Start with the way your business actually moves money and information.
Lilly maps the financial and operational workflow: who performs each task, which systems and records are involved, what must be approved, where access should begin and end, and how the company continues operating after disruption.
The result is a proportionate set of controls for the business you have now, with documentation and ownership that can support the next stage.
Start with the operating problem
Bring us the workflow that no longer feels reliable or controlled.
We will identify the relevant records, systems, access, compliance obligations, and practical next steps.
Professional scope
Lilly Financial provides accounting-informed operations, controls, and defensive cybersecurity support. We do not provide attest services, legal advice, penetration testing, red teaming, digital forensics, malware analysis as a client service, 24/7 incident response, continuous SOC monitoring, managed detection and response, regulatory certification, or guaranteed security or compliance. Review complete service limitations.