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Financial Management

Know your numbers using a comprehensive, but simple, financial management process. 

This operations manual covers the following core areas to enable you to build and implement an easy to use financial management process:

  1. Job Specifications for Financial Controllers and Book Keepers.
  2. Reporting including: Meeting Structures; Report Formats covering Bank Reconciliations; Profit & Loss Reports; Cash Flow Analysis; and BAS Reporting.
  3. Financial Overview including: Setting the Scene; Monthly Close Offs; Filing Systems; and Accounts Systems.
  4. Accounts Payable including: Cost Control; Purchase Orders; Supplier Invoices; Paying Accounts; Expense Reimbursements; Petty Cash; Direct Debits; Wages; Superannuation; ATO Requirements; and Insurances.
  5. Accounts Receivable including: Invoicing; Processing Receipts; and Debt Collection.
  6. End of Year Processes including: Issuing Group Certificates; Company Tax Returns; EOY Procedures; Fixed Asset Register; Depreciation Schedules; and Budgets.

All Operations Manuals are created in Microsoft PowerPoint, with templates in MS Word and Excel.

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