General Journal

Start Your Procedures Manual Today

posted on Wed, Feb 8 2012 7:41 am by Carol

I bet one of the 30,000 genes in the human body belongs to procrastination. Because we all have a tendency to put off something we don’t want to do. Let me guess, have you put off creating a Financial Procedures Manual? A required document for any organization. Even for those with a stable staff that knows their jobs.

If you have, we’re here to help.

Sooner or later the time will come when someone on staff will take an extended vacation, get sick or leave suddenly. Without a financial procedures manual, how will the replacement know what to do?

To help you undertake the inevitable, we’re going to provide you with monthly step-by-step instructions. If you follow them, you’ll have a completed manual in 12 months or less!

We’ll check in with you each month to see how you’re doing.

Let’s get started right now by downloading this handy dandy table of contents

Here’s your first assignment: Making Deposits.

  • Who gets the mail and how is it distributed?
  • How are deposits entered into your accounting software?
  • Who goes to the bank?
  • What copies get kept and where are they kept?

Once you’ve answered these four questions you’ll be one step closer to producing a user-friendly procedures manual. 

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