Keep an access register
Record the system, user, permission level, approving authority, date granted, and last review date. For banking and other high-risk systems, distinguish people who can prepare a payment from people who can approve it.
The register should be owned by the company, not only by an outsourced provider.
Trigger reviews on real events
Review immediately when an employee leaves, an officer changes, a cofounder joins, a finance provider is replaced, or the company opens a new account. Add a quarterly review for everything else.
Access removal should be confirmed, not assumed from a deactivated email address.
Keep approvals with the permanent record
Material signer changes may require board, member, or officer approvals depending on the entity and account. Retain those documents with the bank or system confirmation.
A current access register makes audits, diligence, and provider transitions much easier because authority can be demonstrated rather than reconstructed.
Questions buyers usually ask
How often should a company review finance system access?
Review access after personnel or ownership changes and on a regular cadence such as quarterly for high-value finance systems.
Should the same person create and approve payments?
Growing companies often separate preparation and approval where practical. The appropriate control depends on team size, transaction volume, and risk.
Check provider facts at the source.
Compare your options with us.
Institution coordinates formation, bookkeeping, tax preparation, compliance, and finance operations. If you are comparing providers or replacing a fragmented setup, bring us the scope you are trying to simplify.
Contact InstitutionDomestic Delaware corporations generally file an annual report and pay franchise tax by March 1. The Authorized Shares and Assumed Par Value Capital methods can produce very different bills, especially for startups with many authorized shares.
A company is domestic in its formation state and can be treated as a foreign entity elsewhere. Hiring, offices, property, and business activity can create registration and tax obligations in additional states even when the company is incorporated in Delaware.
Changing a company's legal name can touch state records, tax accounts, banks, payroll, contracts, invoices, payment processors, and bookkeeping. Use one controlled update list.