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Accounting Policy Tool Kit


Get the necessary tools you need to guide you in documenting your accounting processes and policies.



Need an easy way to organize all your accounting processes and documents?  Invest in our Accounting Policy Tool Kit and have all the documents you need at your fingertips.

Tool Kit includes:

  • Accounting Activity Calendar:  Keep track of your month-end close activity
  • Month End Checklist:  Stay focused by using your month end “to do” list
  • Record Retention List:  Proven guidance on how long to keep your accounting records
  • Software Evaluation Scorecard:  Documents your accounting software selection process
  • Operational Scorecard:  Documents your accounting department’s performance metrics
  • Purchase Authority List:  Verifies the authority levels of who can purchase on behalf of your company
  • Survey Analytics Scorecard:  Use this scorecard to to evaluate buying decision options, such as choosing new software vendors
  • Accounting Policy Handbook:  Documents your accounting and finance policies critical to accurate and relevant financial information in your business