Save time, empower your teams and effectively upgrade your processes with access to this practical Accounting Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Accounting related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Accounting specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Accounting Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 674 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Accounting improvements can be made.
Examples; 10 of the 674 standard requirements:
- A typical company will have some form of edi an accounting system and a warehouse management system what are some of the many issues that could occur if these systems are not integrated with each other?
- Does the core financial system provide the capability to prepare budget submission guidance, budget narratives, and budget briefing packages online and via upload from desktop software applications?
- Have you met with appropriate internal and/or external resources (legal, tax, accounting, audit, HR, shareholder relations, consultant, other) to identify and address disclosure requirements?
- Does the core financial system provide audit trails to identify changes made to system parameters and tables that would affect the processing or reprocessing of any financial transactions?
- Does the core financial system provide the capability to allocate working capital and revolving fund costs across organization and program lines and generate appropriate journal entries?
- Assume you were given information regarding current ratios for three consecutive years. Can you determine the general condition of liquidity without calculating working capital?
- Does the Licensed Corporation allow any staff to be involved in both the front office function (e.g. dealing) and back office function (e.g. settlement or accounting function)?
- Does the core financial system support desktop integration with other common workstation applications used for word processing, spreadsheets, data management, and graphics?
- To support the revolving fund function, does the core financial system provide the capability to use cost management in revolving funds, including working capital programs?
- Does the Company have a system in place to identify and remove from the indirect cost pools all unallowable costs, in accordance with applicable Cost Accounting Standards?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Accounting book in PDF containing 674 requirements, which criteria correspond to the criteria in...
Your Accounting self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Accounting Self-Assessment and Scorecard you will develop a clear picture of which Accounting areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Accounting Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Accounting projects with the 62 implementation resources:
- 62 step-by-step Accounting Project Management Form Templates covering over 6000 Accounting project requirements and success criteria:
Examples; 10 of the check box criteria:
- Activity Duration Estimates: How does poking fun at technical professionals communications skills impact the industry and educational programs?
- Human Resource Management Plan: Explain the purpose of this Accounting project by describing, at a high-level, what will be done. What is this Accounting project aiming to achieve?
- Scope Management Plan: Is there a formal process for updating the Accounting project baseline?
- Activity Duration Estimates: Which includes asking team members about the time estimates for their activities and reaching agreement on the calendar date for each activity?
- Probability and Impact Assessment: What is the past performance of the Accounting project manager?
- Project Scope Statement: Has the format for tracking and monitoring schedules and costs been defined?
- Procurement Management Plan: Has a Quality Assurance Plan been developed for the Accounting project?
- Schedule Management Plan: Are all key components of a Quality Assurance Plan present?
- Requirements Management Plan: In case of software development; Should you have a test for each code module?
- Lessons Learned: How effective was the support you received during implementation of the product/service?
Step-by-step and complete Accounting Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Accounting project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Accounting project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Accounting project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Accounting project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Accounting project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Accounting project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Accounting project with this in-depth Accounting Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Accounting projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Accounting and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Accounting investments work better.
This Accounting All-Inclusive Toolkit enables You to be that person.
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.