Close the Books

The following 53 items are listed by Content Data.

Methodologies & Models

Financial Close Process Capability Maturity Model (CMM)

This capability maturity model can be used to measure the maturity of an organization’s financial close process and to a...
Subscriber Content
Mon, Mar 2, 2020
Risk & Control Matrices - RCMs

Provide Financial Information to External Parties: 10-K Preparation RCM

This document outlines risks and controls common to 10-K preparation during the “provide financial information to extern...
Subscriber Content
Mon, Dec 9, 2019
Checklists & Questionnaires

Financial Reporting Process Questionnaire: Consolidation Systems

This sample questionnaire focuses on the financial reporting process within a consolidation system.
Subscriber Content
Mon, Sep 9, 2019
Checklists & Questionnaires

Public Company Readiness Questionnaire

This questionnaire focuses on certain aspects of the IPO preparation process and specific areas management should addres...
Subscriber Content
Mon, Aug 19, 2019
Checklists & Questionnaires

Financial Close Process Questionnaire: Generate Financial Statements and Disclosures

This questionnaire focuses on the financial close process, specifically generating financial statements and related disc...
Subscriber Content
Mon, Jun 17, 2019
Risk & Control Matrices - RCMs

Manual Journal Entries RCM

This document outlines risks and controls common to the “manual journal entries” process in a risk control matrix format...
Subscriber Content
Mon, Apr 1, 2019
Blog

Improving the Close-the-Books Process

An effective business process is built on a set of well-defined and clearly stated business objectives. The...
Fri, Mar 1, 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
Risk & Control Matrices - RCMs

Drafting and Reporting Financial Statements RCM

This document outlines risks and controls common to the drafting and reporting financial statements process in a risk co...
Subscriber Content
Mon, May 14, 2018
Blog

Is Your Financial Close and Reporting Process Too Manual?

Most organizations continue to invest a significant number of hours every month in a particular set of acti...
Fri, Aug 25, 2017
Blog

Close-the-Books Guide: Reduce Financial Close Risk

A fast, close-the-books process provides multiple benefits for the finance function and for the company. Fi...
Fri, Aug 4, 2017
Risk & Control Matrices - RCMs

Internal Financial and Management Information RCM

This document outlines risks and controls common to the internal financial and management information process.
Subscriber Content
Mon, Apr 18, 2016