Accounting/Finance

The following 781 items are listed by Content Data.

Policies & Procedures

Credit and Debit Memo Policy

The following sample outlines a set of policies and procedures for issuing credit and debit memos, including product and...
Subscriber Content
Mon, Apr 24, 2023
Policies & Procedures

Credit Card Data Purge Policy

This policy outlines a set of procedures for the credit card data purge process, including specific purge procedures, a ...
Subscriber Content
Mon, Apr 24, 2023
Guides

Social Media Risks Guide

This document can be used as a guide for identifying and mitigating social media risks within an organization.
Subscriber Content
Mon, Apr 24, 2023
Policies & Procedures

Debt Management Policy

The purpose of this policy is to outline the proper method of acquiring loans and monitoring debt.
Subscriber Content
Mon, Apr 17, 2023
Policies & Procedures

Corporate Governance Policy: Shareholder Meetings

This sample policy simplifies and clarifies the essential elements of shareholder meetings.
Subscriber Content
Mon, Apr 10, 2023
Policies & Procedures

Corporate Image and Communication Standards Policy

The sample policy helps to ensure that all internal and external communication reflects a corporate image that is consis...
Subscriber Content
Mon, Apr 10, 2023
Articles

2021 Auditor Market Share of Banking Institutions

Audit Analytics looks at the 2021 audit firm market share of banking institutions broken down by bank holding companies,...
Subscriber Content
Mon, Mar 27, 2023
Guides

Managing Large Scale Business Projects Guide

This guide discusses the common challenges faced by finance leaders and suggests structuring a finance program managemen...
Subscriber Content
Mon, Mar 27, 2023
Policies & Procedures

Contract and Project Approval Policy

This policy outlines procedures for evaluating, negotiating, and executing significant contracts and internal and extern...
Subscriber Content
Mon, Mar 20, 2023
Policies & Procedures

Impairments Policy

This sample policy is designed to help organizations define processes for reviewing impaired property and equipment.
Subscriber Content
Mon, Mar 13, 2023
Policies & Procedures

Claim Resolution/Payment Verification Policy

Organizations can use this policy to ensure that claims submitted to third parties for services administered are estimat...
Subscriber Content
Mon, Mar 6, 2023
Guides

Forecasting in Lean Times Guide

In this tool, we provide an outline that can be used to help ensure accurate and efficient forecasting in lean times.
Subscriber Content
Mon, Feb 27, 2023