Much more than a handbook for bookkeepers and accountants, the resource is designed for managers, supervisors and employees who deal with the business of the company to help them safeguard its assets and establish robust internal controls. The resource helps with:
While all may agree that policies and procedures are important, no one has time to write them out. The resource offers over 140 sample policies and procedures and the necessary background information in the areas of finance and accounting, corporate governance, and operations and marketing. The policies can be adopted in their entirety or can be easily customized in Microsoft Word® to address the unique aspects of your business.
Co-published with The Canadian Institute of Chartered Accountants (CICA), written by Jeffrey D. Sherman, MBA, FCSI, FCA and Stephanie F. Smith, B. Comm., M.B.A. the resource is designed to make it a relatively simple process for any size business to adopt policies and procedures for finance and administration.
Updated every two months, the resource contains policies and procedures that reflect the most current requirements based on recognized internal control and quality management frameworks, including the COSO Internal Control - Integrated Framework and ISO 9000 and ISO 14000 standards and PEM Risk/Control Matrices.
Loose-leaf (Click on the chapters for more information)
Volume I - Finance
IntroductionChapter 1.00 - The Revenue Cycle
Volume II - Corporate Governance
IntroductionChapter 1.00 - Governance
Use the PolicyPro® software to
Volume III (not available in Loose-leaf format)
Operations and MarketingChapter 1.00 - Design and Development
Jeffrey D. Sherman, MBA, FCSI, FCA, has over 20 years business experience as chief financial officer and as an author, lecturer and professor focussing on corporate finance. Mr. Sherman has lectured and conducted seminars on topics such as corporate governance, internal control, treasury and derivatives, advanced accounting issues, cash management, and risk management. He has presented to many different organizations including the Treasury Management Association of Canada, Canadian Bar Association, Law Society of Upper Canada, Institute of Chartered Accountants of Ontario, Canadian Management Association, Infonex, Insight, Acumen, Institute of Chartered Accountants of Nova Scotia, Institute of Chartered Accountants of Manitoba. More about Jeffrey.
Stephanie F. Smith, B. Comm., M.B.A., is the principal of a contract executive and management consulting firm. Her hands-on policy and operational experience with small and medium-sized organizations spans business, government and not-for-profit. Ms. Smith has helped many organizations create business policies that are relevant and easy to use and implement.