WinLor leadership and professionals continually aim to deliver top quality services to our clients. To achieve this objective, we assess your needs and then utilize professionals tools and best practices to meet those needs. Our services include, but are not limited to, accounting, audit readiness, information systems assessments, project management, financial forensics. Our breath and depth of expertise in these areas position us to be your trusted partner.

Accounting & Financial Management

We respond to a company’s desire to either supplement or fully outsource its accounting and financial reporting functions, so that its focus can be on responding to the needs of its stakeholders.  Our Accounting & Financial Reporting Services include:

  • Recording of transactions
  • Analysis of your general ledger
  • Compilation of monthly, quarterly and annual financial reports
  • Bank reconciliations
  • Adhoc accounting related tasks, including helping you respond to your auditors’ requests and inquiries

Data Quality & Systems Assessments

Our Information Technology (IT) team of experts collaborate with our clients to validate data and scrutinize their financial systems, so as to ensure the organizations’ information is suitably protected. Our IT related services include the following:
  • Data integrity reviews
  • General system and application controls assessments
  • System compliance reviews (to ensure adherence to applicable laws and regulations)
  • Development of data and system related policies and policies

Operational Advisory & Risk Management

WinLor professionals work with our clients to assess operational risks, internal controls, and governance in order to identify areas of improvements.  We help you implement accountability and risk management measures so that you optimize operations, minimize costs, maximize profits, and meet applicable regulatory requirements while doing business.   Our advisory and risk management services include:
  • Buget formulation and budget reviews
  • Risk analysis
  • Internal controls review
  • Business process improvements
  • Development of policies and procedures
  • Strategic Planning
  • Change management

Due Diligence & Transaction Services

Each business deal is unique and requires a tailored approach to maximize value and ensure success.  Our team works with clients to tackle many issues related to the deal.  Our services include:

  • Timeline management (tracking the schedule, priorities and potential impediments)
  • Analyzing data and performing applicable calculations (related to such factors as earnings, yields, asset turnovers)
  • Reviewing supporting documentation
  • Preparing schedules and reports
  • Identifying potential tax exposures
  • Performing financial projections

Financial Forensics & Fraud Investigations

We know that fraud, waste and abuse can have a long-lasting crippling effect on a business.  Identifying exposures is paramount and implementing mitigating measures is critical.  Our forensics experts combine audit, investigative, accounting, and legal principles to help our clients identify and tackle adverse conditions within their respective organization. Our services include:

  • Performing a cause and effect assessment
  • Performing extensive data mining/analyses
  • Preparing forensics reports
  • Providing support or assistance to legal experts

Project Management & People Development

The integration of the strategic planning, execution, and close-out processes are essential components of project and program management.  Equally important is the alignment of expectations, priorities, budgets, and communication channels.   WinLor offers the following suite of services to support clients’ project and program management initiatives:

  • Front-end Assessments:  Taking stock of methodologies, tools, strategies, desired outcomes, and change management requirements.
  • Communication Assessments:  Identifying decision-makers/key stakeholders, evaluating decision-making touch-points, and identifying and maintaining communication channels.
  • Strategic Planning:  Aligning and tracking strategic goals, priorities, project execution, and resource needs.
  • Project/Program Execution:  Providing project management professionals to augment your staff, if there is a need.
  • Training and Development: Developing guides, materials, tools and templates to facilitate or streamline the execution of your project or program. We also conduct training sessions, as needed.