Rooted In Revenue

Susan Finch and Lany Sullivan dig into something nobody wants to talk about but everybody needs to hear. A client's new bookkeeper asked a simple question about canceling a former employee's card. The owner said they already had the card. Turns out the physical card was in a desk drawer, but the numbers were saved in the employee's personal Amazon account. For 18 months. Lany brings her banking background to this conversation - branch operations, mortgage processing, risk management, the whole deal. She's seen what happens when businesses don't have proper controls in place. She's also seen the theft, the fraud, and the embezzlement that follows. They walk through why your bookkeeper just paying the bill isn't oversight. Why the "put it on your personal card and expense it" model doesn't work anymore. Why most employees probably don't need company cards at all. And what to do instead - purchasing processes, approval limits, the works. If you've got company cards floating around and you're not 100% sure where