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Policy and Procedure Documentation

Sometimes clarity comes in the form of figuring out what to do and how to do it. We will review your financial workflow in two parts:

Policies--those rules that tell the staff what they are allowed to do and what they are forbidden.
Procedures--how to do their tasks so that policies are always followed.

When we entrepreneurs have have policies and procedures defined and documented, we are freed from daily tasks to become more strategic and focus on higher value tasks that will build our businesses even more.

Click here to have an initial consulting call to talk about how we can give your accounting function clarity through policies and procedures.