Your Business Numbers Coach....Go to Your Next Level

Accounting Policy Tool Kit


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



Get the tools that you need to document your accounting processes and policies with these key templates.

  • Accounting Activity Calendar….documents your month-end close activity
  • Month End Checklist….documents your month end “to do”
  • Record Retention List….guidance on how long to keep your accounting records
  • Software Evaluation Scorecard….documents your accounting software selection process
  • Operational Scorecard….documents your accounting departments performance measures
  • Purchase Authority List….documents the authority levels who can purchase on behalf of your company
  • Survey Analytics Scorecard….documents a scoring method to evaluate options such as software vendors
  • Accounting Policy Handbook…documents your accounting and finance policies critical to accurate and relevant financial information.