FINANCIAL STATEMENT WORKBOOK

In an effort to enable clients to gain the best understanding of their financial data, we've developed a workbook entitled:   What Are Your Financial Statements Trying To Tell You?   It was developed as a companion product to a training session, but works well as a stand-alone educational tool.  It has built in exercises and is designed to be completed on your own time and at your own pace.

ACCOUNTING PROCEDURES

Accounting Procedures begin with standardized processes and are customized to fit your company's needs.  Procedures include Accounts Payable processing, Accounts Receivable/Collection Procedures, Month-end Routines, Development of a Month-end Financial Statement package, and a system of Balance Sheet Account Analysis to name just a few.

EMPLOYEE POLICY AND PROCEDURE MANUAL

One of the primary responsibilities of a Controller/CFO is the preservation and protection of assets.  One of the most unfortunate ways that businesses lose their assets is by the mismanagement of their employees and their human resource function.  A well-written, attorney-reviewed policy and procedure manual can help you avoid the kind of behavior that could land you in court defending your actions.

DBA PROCEDURES

Our detailed procedures were written step by step to ensure consistent data entry and to prevent "guessing" when a user doesn't recall the proper procedure for a particular transaction. Available for the entire system, or module by module, these procedures will save you time and money by preventing input errors that require your time and attention to correct. Please email donna@custombri.com to place an order.

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