Keep Financial Processes Aligned as You Grow

When your business in Lufkin grows beyond a single revenue stream or a handful of transactions each month, your financial processes need to grow with it. You may notice that approvals are happening informally, that vendor payments are inconsistent, or that your CPA asks the same questions every year because information is scattered. Boxwood Bookkeeping works with businesses in Lufkin to strengthen internal controls, improve workflows, and coordinate directly with your CPA or tax professional so your financial data moves smoothly between teams.

This service focuses on identifying gaps in your current financial processes, reducing the risk of errors or fraud, and creating structured workflows that scale with your operations. We serve as a point of contact between your bookkeeping and tax teams, ensuring smoother tax preparation, fewer last-minute corrections, and better overall alignment across your financial functions. This is especially useful for businesses that need professional oversight without the cost of hiring an in-house controller or CFO.

If your financial operations feel reactive or disconnected, reach out to discuss how controls and coordination can support your business in Lufkin.

Internal controls and CPA coordination services for growing businesses in Lufkin, Texas.

What Changes When Controls Are in Place

We start by reviewing your current financial workflows in Lufkin, including how transactions are approved, recorded, and reported. You will walk us through your processes, and we will identify where documentation is missing, where roles overlap, or where responsibilities are unclear. From there, we build or refine controls that fit your team size and operations, whether that means adding approval steps, separating duties, or creating checklists for recurring tasks.

Once controls are in place, you will notice that month-end closes happen faster, that your CPA spends less time asking for clarification, and that your financial reports become more reliable. We also coordinate directly with your tax professional throughout the year, not just at filing time, so they have the context they need and you are not caught off guard by questions or adjustments.

This service is included within our Controller Services offering and is scoped based on the level of involvement your business requires. We do not impose rigid systems that do not fit your reality, and we make sure any process we recommend can actually be maintained by your team as it exists today.

You probably have a few questions about how this works

Business owners often ask how controls are implemented without slowing down operations or creating unnecessary paperwork. Below are answers to the most common questions we hear before starting this type of work.

What does internal controls work actually involve?
We review your current financial processes, identify areas where errors or inconsistencies are likely, and recommend controls that fit your team size and workflow. This might include separating duties, adding approval steps, or documenting procedures that are currently informal.
How does CPA coordination improve tax preparation?
We serve as a bridge between your bookkeeping and your CPA, ensuring they have accurate records, context, and answers before filing season begins. This reduces back-and-forth, minimizes corrections, and helps your CPA prepare your return more efficiently.
When should a business consider adding internal controls?
You should consider controls when your business has multiple people handling financial tasks, when you are preparing for growth, or when you notice recurring errors or confusion during month-end close or tax season.
What happens if we outgrow the controls you put in place?
Controls are designed to scale with your business in Lufkin. As your operations grow, we revisit and adjust workflows to reflect new team members, systems, or responsibilities.
Why is this service part of Controller Services instead of standalone?
Internal controls and CPA coordination require ongoing oversight and adjustment, which is why they are included as part of our Controller Services. Scoping is based on how involved we need to be to keep your processes running smoothly.

If your financial processes feel disconnected or your CPA is spending too much time asking for clarification, Boxwood Bookkeeping can help you build controls that fit your business in Lufkin. We work with you to create workflows that reduce risk, improve accuracy, and make tax season less stressful for everyone involved.