The following 121 items are listed by Content Data.
Audit Reports
Financial Due Diligence Report
This sample report presents findings from a financial due diligence analysis of a company being acquired.
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Policies & Procedures
Sales Training Policy
The following sample outlines a set of policies and procedures for sales training.
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Policies & Procedures
Sales Customer Follow-Up Policy
Optimize post-sale customer satisfaction with this sales policy template, designed to ensure seamless equipment setup an...
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Policies & Procedures
Retainage Policy
Leverage this policy sample to establish a standardized means of identifying and accounting for the retainage of funds r...
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Audit Programs
Accounts Receivable and Credit Internal Audit Work Program: Segregation of Duties
Safeguard your organization from risks in accounts receivable and credit processing with the segregation of duties best ...
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Audit Programs
Wire Transfer and Investment Audit Work Program
Use the key steps in this work program to review your company’s electronic funds transfer process, which allows customer...
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Audit Programs
Sales Compensation Audit Work Program
Review your company's sales compensation and commission payment process with the audit steps in this sample work program...
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Audit Programs
Returns Management Audit Work Program
Gain insights into the overall efficiency of your product and materials returns processes.
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Benchmarking Tools
Accounts Receivable, Credit and Collections Leading Practices
This tool features several leading practices to assist with measuring and improving an organization’s accounts receivabl...
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Audit Reports
Back-Office Process Optimization Report
This document contains two sample audit reports that can be used by auditors to learn how other organizations performed ...
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Policies & Procedures
Invoicing Policy
This sample outlines a set of policies and procedures for invoicing customers and issuing invoice corrections.
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Policies & Procedures
Non-Standard Terms Policy
This sample policy establishes a streamlined process to authorize non-standard discounts on products or services or non-...
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