Close the Books

The following 48 items are listed by Content Data.

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
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. Fir...
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
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
Mon, Nov 30, 2015
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
Mon, Nov 3, 2014
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
Mon, Jun 13, 2011
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
Mon, Dec 20, 2010
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
Mon, Jul 13, 2009