Accounting/Finance

The following 753 items are listed by Content Data.

Checklists & Questionnaires

Accounts Payable Activity Questionnaire

This questionnaire analyzes accounts payable activities by assessing the activities conducted over a three-day period.
Subscriber Content
Mon, Feb 18, 2019
Blog

Communicating With Shareholders: What You Need to Know

Communicating with shareholders is about capital – the ability to access either equity or debt at the lowes...
Fri, Feb 15, 2019
Audit Reports

Import Compliance Audit Report

This audit report sample assesses an organization’s adherence to its established import procedures and compliance with t...
Subscriber Content
Mon, Feb 11, 2019
Checklists & Questionnaires

Month-End Walk-Through Questionnaire

This tool provides questions to consider when reviewing an organization's month-end close process and determining whethe...
Subscriber Content
Mon, Feb 11, 2019
Audit Reports

Distributor Sales Review Audit Report

This audit report focuses on the distribution sales process, including items such as current distributor contracts and c...
Subscriber Content
Mon, Jan 28, 2019
Blog

Developing Budgets: What You Need to Know

In a previous blog on Managing Mergers and Acquisitions KPIs, we discussed what exactly key performance ind...
Fri, Jan 18, 2019
Risk & Control Matrices - RCMs

Formulate EH&S Management: External Relationships RCM

This document outlines risks and controls common to the external relationships aspect of the environmental health and sa...
Subscriber Content
Mon, Jan 7, 2019
Checklists & Questionnaires

Financial Reporting Risk Profile Questionnaire

Safeguard your organization with strategic financial risk and compliance questions that address financial reporting and ...
Subscriber Content
Mon, Jan 7, 2019
Process Flows

Elder Care Process Flow

This process map defines the steps taken by an organization implementing an elder care benefits program.
Subscriber Content
Mon, Dec 31, 2018
Blog

Currency Risk: The Purpose and Risk of Money

What Is Money?People may say that “money is the root of all evil,” but is it? It may be best to point out t...
Fri, Dec 14, 2018
Memos

Physical Inventory Count Memo

Organizations can use the physical inventory instructions in this sample memo to compare counted quantities to on-hand q...
Subscriber Content
Mon, Dec 10, 2018
Articles

The Journey to Implementation Continues

Under new requirements, credit losses under generally accepted accounting principles (GAAP) move from an “incurred” meas...
Subscriber Content
Mon, Dec 3, 2018