The following 48 items are listed by Content Data.
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
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
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
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...
Risk & Control Matrices - RCMs
Drafting and Reporting Financial Statements RCM
Identify and manage key risks and controls in the financial statement drafting and reporting process.
Subscriber Content
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...
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
Risk & Control Matrices - RCMs
Consolidation RCM
This document outlines risks and controls common to the consolidation process in a risk control matrix (RCM) format.
Subscriber Content
Process Flows
Close the Books Process Flow: Accounts Payable, Accounts Receivable, Payroll and Sales Tax
This sample process flow shows the close-the-books process organized by day-to-day activities.
Subscriber Content
Policies & Procedures
Shareholders’ Equity: Corporate Finance Responsibilities Policy
This sample policy documents the approval process required to incur long-term debt or issue equity to fund major interna...
Subscriber Content
Policies & Procedures
Accounting for Goodwill Policy
The primary goal of this policy is to help document a company’s process and procedures for accounting for goodwill under...
Subscriber Content
Newsletters
Public Company Readiness: Getting Ready for Prime Time Before the Market Does
Dive into essential aspects of the IPO preparation process, including the need for a readiness assessment along with spe...
Subscriber Content