Accounting and Finance Policy and Procedure Manual for Professionals
Establish, create and maintain a Policy and Procedure Program.
Click here for more information.
Click here to order the book.
Internal Controls, Policies and Procedures Manual for Professionals
Steps to establish or enhance your Internal Controls Program
Click here for more information.
Click here to order the book.
Program Manage and get started with your Accounting and Finance Policy and Procedure Program
One day hands-on training
Pre-register by 15 April: $575
May 15 registration: $650
Click here for more information.
Get in touch with the PolicyGuru!
Ask the Policyguru to review and comment on your Accounting and Finance Policies and Procedures
Help and advice is at hand! Click here to find out how.
Established in 1998, Instruction, Design, Evaluation, Assessment for Leadership - IDEAL™ is a project management service providing support and consulting services to Accounting and Finance professionals.
Accounting and Finance Processes are unique in that they require the professional to have operational knowledge of transactions in order to translate process steps into economic representations which comply with accounting and finance regulations including: Generally Accepted Accounting Principles (GAAP), Securities and Exchange Commission (SEC) and the Sarbanes-Oxley Act.
Click on a section heading below to expand and close content.
WHAT DO WE DO?
We provide:
- Evaluation and Assessment of processes and programs e.g., organizational, risk and process assessments
- Consultation as to how to improve and drive value to the bottom line
We provide Accounting, Business, Process and Project Management skills toward:
- Process evaluation, assessment and comparison to general or best practices
- (Re)engineering to improve cycle time and decrease defects per transaction
- Account analysis and reconciliation, forensic accounting
- Organizational and risk assessments
We provide Instruction, Design, Evaluation, Assessment for Leadership to your accounting and finance function and others who are interested in or dependent on accounting and finance processes.
WHY DO WE DO IT?
Our goal is to:
- improve your bottom line results
- add integrity and control to processes
- support your ethics and compliance programs
Our mission is to transfer skills and leave our project documented and ready for a Program Manager to carry on.
HOW DO WE DO IT?
As a result of listening, evaluating and assessing your needs, we follow project, process and/or program management techniques designed to prepare your team for leadership within specific functional area(s).