PolicyPro® for Finance & Accounting

From Policy to Signoff ™

Risk Management
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Finance, Accounting and Governance

Meeting or exceeding best practices for finance and corporate governance doesn’t just protect organizations from risk; it makes operations more efficient, provides guidance and consistency to staff and demonstrates effective management to owners, directors, regulators, investors, banks, suppliers, customers and other stakeholders.

Documented policies are the foundation of the internal controls needed to ensure strong governance.

Internal controls such as policies and procedures are essential for:

Safeguarding assets
Efficiency and effectiveness of operations
Reliability and completeness of accounting and management information
Compliance with laws and regulations

In Canada and the United States, internal controls are now mandated for public companies by legislation and regulation. But even for private companies and public companies that are not yet required to meet the new rules, strong internal controls are important.

Benefits:

PolicyPro® is the leading source for up-to-date model policies and commentary based on Canadian compliance and best practice. Thousands of organizations across Canada depend on PolicyPro to ensure their policies and procedures are up to date and meet minimum legal requirements and best practices.

Authority

What does it offer?

Finance & Accounting PolicyPro® offers a complete and authoritative set of model policies written for the complicated and extensive demands of finance, accounting and governance.
  • Designed for accounting and finance managers responsible for internal controls, compliance and risk management
  • Includes 300+ sample policies, forms and checklists for finance, accounting and governance
  • All documents prepared and updated regularly by subject-matter experts
  • Model policies can be used as-is or easily customized to your business
  • The PolicyPro e-newsletter reports new and revised policies and why the changes are important
  • Expert commentary outlines why each policy is needed, the compliance requirements and options to consider when customizing the policy template
  • Policies are cross-referenced to the COSO control objectives and the risk/controls in the Professional Engagement Guide to ensure policies are complete and comprehensive
  • Plus PolicyPro includes a secure and easy-to-use online application for creating, customizing and updating policies; distributing them to managers, staff and contractors; ensuring everyone reads them; getting signoff; producing reports; and notifying everyone of news, policy changes and required postings

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PolicyPro® Model Policies for Finance & Accounting

In PolicyPro®, you’ll find an expert-prepared and compliance-focused policy template for all your organizational needs. Plus, PolicyPro makes it easy to modify and update policies and add your own. The following lists many of the unique policies included with PolicyPro that are essential for risk management.

The Revenue Cycle
The Purchasing Cycle
Inventory and Costing
Internal Controls
Payroll
Banking and Treasury
Fixed Assets
Accounting and Reporting
Strategy and Planning
Governance
General Management
Legal and Regulatory
Risk Management

Author and Editorial Team

Content Editor
Apolone Gentles

Apolone Gentles, JD, CPA, CGA, FCCA, is an Ontario lawyer and editor with over 20 years of business experience.

Ms. Gentles has held senior leadership roles in non-profit organizations, leading finance, human resources, information technology and facilities teams. She has also held senior roles in audit and assurance at a “Big Four” audit firm. Apolone has also lectured in auditing, economics and business at post-secondary schools.

Managing Editor
Yosie Saint-Cyr

Yosie Saint-Cyr, LLB, was called to the Quebec bar in 1988 and is a member in good standing. She practised business, employment and labour law until 1999 before becoming Managing Editor at First Reference.

Yosie is responsible for the high-quality, up-to-date content for employment law services and the Internal Controls Library. She is currently enrolled in the Osgoode Professional LLM degree program.

Author Emeritus
Jeffrey D. Sherman

Jeffrey D. Sherman, Bcomm, MBA, CIM, FCPA, FCA, has had over 20 years of executive management experience. He is a former director or CFO of several public companies. His extensive knowledge and experience includes corporate governance, risk management, accounting and finance, restructuring and start-up enterprises.

Mr. Sherman has lectured and conducted seminars for many organizations and was an adjunct professor at York University for 15 years. He is a popular course director and course author for many organizations, including The Chartered Professional Accountants of Canada (CPA Canada) and other provincial institutes of chartered professional accountants and law societies, and has written many books and articles on finance and accounting.

Stephanie F. Smith

Stephanie F. Smith, BComm, MBA, also contributed to FAPP for many years.

Partnership

Co-marketed with CPA Canada®

First Reference and CPA Canada have worked together for over 15 years to market PolicyPro’s Internal Control Library, including Finance & Accounting PolicyPro®, Information Technology PolicyPro®, Not-for-Profit PolicyPro® and, more recently, PaySource®.

CPA Canada believes that these publications are useful to practitioners who provide assistance to clients to develop and implement sound internal controls, as well as to those working in business who have responsibility for these matters.

Print ISSN 1709-7029  |  Online ISSN 1923-8908  |  ISBN 978-0-9735149-8-8

Start your free 30-day trial of PolicyPro®

No credit card, no obligation!

Book a Demo