Close the Books

The following 63 items are listed by Content Data.

Policies & Procedures

Domestic Intercompany Accounting Policy

This policy outlines procedures for recording accounting transactions that occur between two or more company locations.
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Mon, Jun 26, 2023
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...
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Mon, Apr 24, 2023
Policies & Procedures

Manual Journal Entry Review Policy

This tool contains three policy samples that establish guidelines and procedures that must be followed with respect to a...
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Mon, Apr 10, 2023
Policies & Procedures

Corporate Treasury Policy

This policy establishes guidelines for company activities related to bank accounts, wire transfers of cash, short-term i...
Subscriber Content
Mon, Apr 3, 2023
Audit Programs

Close-the-Books Audit Work Program

Optimize your financial close audits with structured procedures, risk assessments and compliance strategies to enhance a...
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Mon, Mar 13, 2023
Policies & Procedures

Accounts Payable and Accrued Expenses Policy

This policy sample establishes guidelines organizations should follow when recording and issuing accounts payable transa...
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Mon, Nov 7, 2022
Policies & Procedures

Accounts Receivable Negotiated Debt Forgiveness Policy

Use this policy to adequately protect receivable investments and all distributions in place of payments related to forma...
Subscriber Content
Mon, Oct 31, 2022
Methodologies & Models

Revenue Assurance and Invoice Deduction Process Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s revenue assurance and invoice de...
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Mon, Oct 10, 2022
Checklists & Questionnaires

Close-the-Books Process Questionnaire

This sample questionnaire can be used to review and improve an organization’s close-the-books process. 
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Mon, Sep 12, 2022
Benchmarking Tools

Close-the-Books Key Performance Indicators (KPIs)

Organizations can use the leading practices included in this tool to measure and improve their close-the-books process.
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Mon, Aug 22, 2022
Guides

Fast Close Guide

In this tool, you will get two guides that provide leading close practices and key indicators of improvement opportuniti...
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Mon, Jul 25, 2022
Methodologies & Models

Financial Reporting Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s financial reporting process and ...
Subscriber Content
Mon, May 23, 2022