Workday Consultants for Auditing Firms
Workday systems are powerful — but only when configured, managed, and maintained by professionals who understand the unique demands of audit-focused operations. At DanDee Consulting, we help auditing firms make practical use of Workday’s capabilities, focusing on areas that improve oversight, efficiency, and regulatory alignment. Whether you’re preparing for an internal controls review, automating financial workflows, or staffing an urgent gap, our consultants are ready to step in with experience that fits your needs.
📅 Schedule a consultation today to discuss your priorities and challenges.
Services for Auditing Firms
Our team brings direct experience supporting firms that provide audit and assurance services. This translates to recommendations that reflect how you work — and what regulators expect.
Workday Financial Management Configuration
Problem: Transactions lag, journal entries misalign, and reporting periods slip past deadlines.
Solution: We clean up core ledger configurations, align account frameworks to GAAP/IFRS standards, and build validation rules that prevent misposted entries.
How we help:
- Real-time integrity checks to reduce post-close corrections by up to 40%
- Intercompany balancing setup that doesn’t require Excel rework
- Mapping financial frameworks to audit-friendly output structures
Advanced Reporting & Analytics Setup
Problem: Your reports aren’t actionable. Or worse, they don’t tie out.
Solution: Our Workday consultants create custom composite and matrix reports using Workday Prism and Discovery Boards.
How we help:
- Auto-generated audit trail reports
- Configurable dashboards by partner, department, or engagement type
- Reports filtered by region, GL account, fiscal calendar, or approval status
Security & Access Controls for Auditing Environments
Problem: Too many users have access to data they shouldn’t. And that’s an audit liability.
Solution: We implement role-based access and Segregation of Duties (SoD) rules tied to your firm’s hierarchy and review workflows.
How we help:
- Setup of rule-based access for sensitive payroll and financial data
- Conflict identification between roles using SoD frameworks
- Quarterly attestation workflows for user access reviews
Workday Project Management (PMO Integration)
Problem: Internal teams are juggling Workday configuration while managing billable work.
Solution: We step in with certified Workday PMs who manage change requests, vendor coordination, stakeholder alignment, and testing.
How we help:
- Agile backlog management via Workday’s Business Process Framework
- Defect tracking and sprint planning via Jira integration
- Bi-weekly steering committee updates tied to project KPIs
Payroll Setup and Year-End Support
Solution: We configure Workday Payroll based on your geographies, pay groups, and audit needs.
How we help:
- Garnishment handling setup per state or province
- 940/941 report alignment
- Year-end reconciliation packages that match Workday to ADP, Ceridian, or 3rd-party providers
Staff Augmentation & Workday Admin Backfill
Problem: Key internal resource just left mid-project or is buried in backlog.
Solution: We provide experienced Workday consultants who can step into specific roles immediately.
How we help:
- Short-term coverage for HRIS/Finance Workday admins
- Functional SMEs who own configurations while your internal team ramps
- Role-based assignments: HCM, Payroll, Financials, Reporting
Workday Audit Preparation & Support
Problem: You’ve got an audit coming up, and Workday isn’t ready.
Solution: We perform an audit-readiness check, validate workflows, and provide documentation auditors can use.
How we help:
- Change log exports
- Process audit maps from initiation to completion
- Control point documentation with timestamped approvals
Custom Business Process (BP) Design for Audit Firms
Problem: Off-the-shelf processes don’t match your actual review and approval flows.
Solution: We redesign business processes to reflect your firm’s actual policies, review layers, and time-sensitive workflows.
How we help:
- Multi-level approval chains based on office, department, or function
- Notifications and escalations embedded in BP steps
- Audit tracking baked into each approval step
Data Integrity and Migration Support
Problem: Data’s stuck in legacy systems or full of inconsistencies after migration.
Solution: We help cleanse and validate data pre-migration, then configure Workday integration tools to bring it in clean.
How we help:
- Use of Workday EIBs and Core Connectors for secure import
- Reconciliation reports post-migration
- Field-level mapping documents for audit tracking
📅 Mid-project and not seeing results? Schedule a check-in — we’ll review where you are and identify what’s missing.
Why Auditing Firms Work with DanDee Consulting
- We’ve supported small partnerships and national networks — our consultants know the audit field.
- We prioritize accountability and transparency in every step of our work.
- Our goal is to reduce administrative overhead and improve access to timely, structured data inside Workday.
Common Use Cases We Support
Solutions built around how audit firms operate — with a focus on control, compliance, and operational accuracy.
Internal Controls Setup
Ensure your Workday environment supports audit documentation and control tracking.
Revenue Recognition Tracking
Configure systems to match the accounting standards your clients follow.
Staff Role Clarity
Clarify access and responsibilities across firm locations or remote teams.
Time and Expense Management
Implement structures that reduce review cycles and ensure billing accuracy.
What to Expect When Working With Us
We start with a discovery session to understand your current Workday setup, project goals, and specific audit processes. From there, we provide a clear roadmap — not jargon, not generic modules. We focus on measurable improvements that matter in a regulated environment.
Whether you’re planning a new rollout or trying to fix existing issues, our consultants provide direct support without layers of red tape.
📅 Schedule your session now — we’ll review your system and talk through the best approach based on where you are today.
Ready for More Control Over Your Workday System?
If your team is spending time managing the system instead of using it to support assurance and oversight, we can help. Whether it’s a single gap in security or a full review of your Workday environment, we bring hands-on support with context that fits how audit firms work.
📅 Book a consultation today to speak with a Workday consultant who understands the audit industry.
FAQs
Yes. We use the Business Process Event Audit and System Audit to extract logs, which can be formatted for internal or external compliance use.
We review existing roles, access logs, and domain permissions to map potential violations and restructure access following best practices.
We work with Workday Report Writer, Composite Reports, and Prism Analytics when available. Outputs are often formatted to match your audit workpapers.
We use reconciliations against control totals, automated validation scripts, and client-led signoffs during mock conversions.
Yes. We work within Financial Management to set up chart structures, mapping, and journals that align with GAAP or IFRS standards as required.
We can configure pre-processing checks, audit reports for changes in pay inputs, and validation against previous payroll runs for exceptions.
Through Workday-provided audit logs and security group analysis, we report on provisioning events and permission changes over time.
We'd Love To Hear From You!
If you have any questions, please do get in touch with us!
If you’d prefer to speak directly to a consultant, Book A Call!
