Business Procedures & Policies
A common concern expressed by small business owners is that they don’t feel that they are in control of all aspects of their business. They want:
To get better organized.
To avoid costly errors
To know that their staff are doing the right things, without being micro-managed.
To work on their business, instead of “in” their business
To take a holiday every now and then, without worrying about the business!
Designing Systems That Work for Your Business
Our clients love their P&P Manuals – it helps them understand their financial world and drills down into the detail of day-to-day operations.
Your Focused Team will map out the financial workflow for your business and deliver a comprehensive financial procedures manual, including flow charts, screen grabs and day-to-day instructions so you and your Focused Team are always on the same page.
You’ll know what our role is and what your role is – it’s all in the P&P Manual. Your financial policies and procedures manual includes comprehensive details of bookkeeping procedures such as how transactions will be processed; banking; credit cards; how invoices will be produced; how customers will be billed; reconciliations and what and when reports will be generated. Every detail is mapped and all financial processes and procedures are standardized.