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Finance Procedures Manual Preparation

In order for your Finance Procedures Manual to be effective, it is vital that you write it clearly and make it easily understood by all Finance employees in your organization, in particular, and by key non-financial personnel, in general.  Top Management and your Advisory Board (or Board of Directors) must be aware of what Finance is doing, as sound business practice – and, sometimes, the law – dictates. 

The primary objective is to provide your organization with an effective financial management system (FMS). Another way of stating this is “to provide effective internal controls and ensure compliance” with the growing list of standards and regulations.  A Finance Manual provides evidence that your firm has a system of effective financial controls in place, a must in today's business environment. And even if your company is small enough that the law doesn't require it, having a system of financial controls is potentially a strong selling point.

This "Manual Preparation" section provides an introduction and guidelines for you to produce your company’s own Finance Manual.

You MUST read the entire “Manual Preparation” section before you begin editing your Finance manual.

Finance Procedures Manual Preparation Table of Contents

• Introduction
• Installation Instructions
  • Editing Files
  • Word Processing (Text) Files:
  • File Properties And Style Formats:
  • Printing Files
  • Technical Support
• Your CFO Manual
  • CFO Manual Style and Format
  • To Consider When Writing Your Manual
  • Revisions
  • Other Bizmanualz Publications
  • Sources of Additional Information
• Effective Communication
  • Communication and Addressing Your Audience
  • Sexism in Writing
  • Number Usage
  • Organizing Your Thoughts
  • Outlining Technique
  • Defining the Format and Organization of Your Manual
  • Design Features
  • Style and Mechanics
  • Sources of Additional Information
• Finance Procedures
  • Format
  • Heading Information
  • Introduction
  • Body Of The Procedure Statement
  • Attachments
  • Authorization
  • Production and Distribution
  • Revising and Updating Policies/Procedure

Next section in the Finance Procedures Manual: Sample CFO Manual

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