Description
Need an easy way to organize all your accounting processes and documents? Our Accounting Policy Tool Kit has all the documents you need at your fingertips.
It 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
