Description

Facilitate the use of your accounting manual internally

Are unannounced counts of petty cash made by someone within your organization other than the fund custodian?

How do you find out who are the fund users of your shared fund?

Is access to petty cash limited to one person who is the fund custodian?

Is there a limit to the amount that Can be reimbursed by the petty cash fund?

Do adequate physical facilities exist to store Petty Cash funds?

...Find the answers to these, and more, questions with this Pastel Accounting Toolkit:

Access the future periods in your accounting system.
Enable budgetary control and encumbrance accounting for your transactions.
Pick the right metrics for your accounting functions.
Share the accounting guidance such as the accounting policy manual with your finance teams.
Spend the money that goes out of your business (expenditure).
Integrate that into your business in terms of cost and format.
Ensure that the performance measurement system matches your organizations strategy and culture.
Force ourselves to look at your organization through that different lens.
Ensure that the process is meaningful for your work and for your stakeholders.

HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Pastel Accounting Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Pastel 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 Pastel Accounting specific requirements:

STEP 1: Get your bearings

Start with...

The latest quick edition of the Pastel 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 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Pastel Accounting improvements can be made.

Examples; 10 of the 993 standard requirements:

How to apply a discounted cash flow method for measuring the impact on organization value of concentrating finance and accounting activities in a shared service centre?
How do you expect that your organizations ability to secure financing will be affected by the impact on your financial ratios from the new lease accounting standard?
What is the lag time between trade execution, availability of on-line transaction data to the client, and the posting of the transactions to your accounting system?
Does the planned implementation of the accounting system accord with the IT strategy, which should be developed from overall strategy of your organization?
Does the facility have a surety bond or similar protection with the amount of the surety bond equal to at least the current total amount of resident funds?
Will you provide an actuarial accounting of the early bridge funding formula showing the estimated amounts needed to fund the early bridge for your local?
Will the selected vendor have direct access the investment fund managers (for reconciliation purposes, direct receipt of investment fund correspondence)?
Why should an investment manager, which often is a privately owned and sometimes closely controlled boutique, have access and control to client funds?
Does the financial position include total assets, total liabilities, and unrestricted, temporarily restricted, and permanently restricted net assets?
Is there reason to be concerned about managements commitment to designing and maintaining reliable accounting systems or effective internal control?

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 Pastel Accounting book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your Pastel 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 Pastel Accounting Self-Assessment and Scorecard you will develop a clear picture of which Pastel 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 Pastel 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 Pastel Accounting projects with the 62 implementation resources:

62 step-by-step Pastel Accounting Project Management Form Templates covering over 1500 Pastel Accounting project requirements and success criteria:

Examples; 10 of the check box criteria:

Human Resource Management Plan: Is there a formal set of procedures supporting Issues Management?
Stakeholder Management Plan: Is there a formal process for updating the Pastel Accounting project baseline?
Procurement Management Plan: Are enough systems & user personnel assigned to the Pastel Accounting project?
Schedule Management Plan: Is the ims used by all levels of management for Pastel Accounting project implementation and control?
Scope Management Plan: Have the key functions and capabilities been defined and assigned to each release or iteration?
Probability and Impact Matrix: Do requirements put excessive performance constraints on the product?
Scope Management Plan: Describe the manner in which Pastel Accounting project deliverables will be formally presented and accepted. Will they be presented at the end of each phase?
Stakeholder Management Plan: After observing execution of process, is it in compliance with the documented Plan?
Risk Audit: If applicable; which route/packaging option do you choose for transport of hazmat material?
Project Management Plan: Are there any windfall benefits that would accrue to the Pastel Accounting project sponsor or other parties?

Step-by-step and complete Pastel Accounting Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Pastel Accounting project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Pastel 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 Pastel 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 Pastel 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 Pastel 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 Pastel Accounting project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Pastel Accounting project with this in-depth Pastel Accounting Toolkit.

In using the Toolkit you will be better able to:

Diagnose Pastel 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 Pastel 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 Pastel Accounting investments work better.

This Pastel 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.

TRUSTED BY NEARLY 200.000 PROFESSIONALS:

'Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same playing field. With The Art of Service, we have uncovered unique insights to drive our business forward.'

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'I usually work until at least 8pm on weeknights. The Art of Service questionnaire saved me so much time and worry that Thursday night I attended my sons soccer game without sacrificing my professional obligations.'

'Many of our competitors have asked us about our secret sauce. When I tell them it is the knowledge we have in-house, they never believe me. Little do they know The Art of Service toolkits are working behind the scenes.'

'One of my friends hired a consultant who used the knowledge gained working with his company to advise their competitor. Talk about a competitive disadvantage! The Art of Service allowed us to keep our knowledge from walking out the door along with a huge portion of our budget in consulting fees.'

'Instead of investing extensive resources into an external consultant, we can spend more of our budget towards pursuing our company goals and objectives, while also spending a little more on corporate holiday parties.'

'After utilizing toolkits from The Art of Service, I was able to identify threats within my organization to which I was completely unaware. Using my teams knowledge as a competitive advantage, we now have superior systems that save time and energy.'

'After purchasing The Art of Service toolkit, I was able to identify areas where my company was not in compliance that could have put my job at risk. I looked like a hero when I proactively educated my team on the risks and presented a solid solution.'

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'As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.'

'Honestly, I did not know what I did not know. Before purchasing The Art of Service, I did not realize how many areas of my business needed to be refreshed and improved. I am so relieved The Art of Service was there to highlight our blind spots.'

'Everyday there are new regulations and processes in my industry. The Art of Service toolkit has kept me ahead by using AI technology to constantly update the toolkits and address emerging needs.'

Checklists:

Checklists:Pastel Accounting Checklist Report on BUSINESS.pdf

Checklists:Pastel Accounting Checklist Report on CASH.pdf

Checklists:Pastel Accounting Checklist Report on INVESTMENT.pdf

Checklists:Pastel Accounting Checklist Report on MANAGEMENT.pdf

Checklists:Pastel Accounting Checklist Report on AUDIT.pdf

Checklists:Pastel Accounting Checklist Report on LEASE.pdf

Checklists:Pastel Accounting Checklist Report on SYSTEM.pdf

Checklists:Pastel Accounting Checklist Report on PROCESS.pdf

Checklists:Pastel Accounting Checklist Report on SOFTWARE.pdf

Checklists:Pastel Accounting Checklist Report on DATA.pdf

Checklists:Pastel Accounting Checklist Report on FUNDS.pdf

Checklists:Pastel Accounting Checklist Report on ORGANIZATION.pdf

Checklists:Pastel Accounting Checklist Report on ACCOUNT.pdf

Checklists:Pastel Accounting Checklist Report on INFORMATION.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Pastel_Accounting_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Pastel Accounting Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Pastel Accounting Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Pastel_Accounting.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
Online Courses
Masterminds
Professional Services
Agency Services
Events and seminars
Software / SaaS
Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it? Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

The Art of Services Toolkits only work with people that are ready to go. You do not have to work with The Art of Service, we are not here to convince you. We are just here to see if you are a good fit.

However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

What happens upon purchase: When you add to cart and checkout you will instantly be able to access the Toolkit resources, no delays, no waiting, no talking to people; this is unique and custom to our Toolkits and business. Right away the Toolkit will Guide you through a step-by-step process to get results.

If at any point you have a question, we are here for you, we are simply one email, one phone call away to get the most out of your Toolkit.