Policies and procedures are essential to managing risk and communicating internal controls, but the work required to create and maintain them can seem daunting. Finance & Accounting PolicyPro (FAPP) has over 270 sample policies, procedures and other documents, plus authoritative commentary in the areas of finance, corporate governance, operations and marketing to save you time and effort in establishing and updating internal controls.
Finance & Accounting PolicyPro helps to:
FAPP is designed for directors, executives and managers who are responsible for managing risk and the efficient administration of the company. Use the PolicyPro software to:
Finance & Accounting PolicyPro is co-published with The Chartered Professional Accountants of Canada (CPA Canada), written by Jeffrey D. Sherman, Bcomm, MBA, CIM, FCPA, FCA, and edited by Apolone Gentles, JD, CPA, CGA, FCCA. The resource is the only policy-development service based on Canadian compliance and best practice. Each section includes expert commentary on why organizations need the policy and important considerations when developing a custom policy.
Updated every two months, Finance & Accounting PolicyPro contains policies, procedures and commentary that reflect the most current compliance and best practice requirements based on recognized internal control and quality management frameworks, including the COSO Internal Control – Integrated Framework and ISO 9000 and ISO 14000 standards and PEM Risk/Control Practice Aids.
Loose-leaf (Click on the chapters for more information)
Volume I - Finance
IntroductionChapter 1.00 - The Revenue Cycle
Volume II - Corporate Governance
IntroductionChapter 1.00 - Governance
Print ISSN 1709-7029 Online ISSN 1923-8908
Use the PolicyPro® software to
Volume III (not available in Loose-leaf format)
Operations and MarketingChapter 1.00 - Design and Development
Jeffrey D. Sherman, Bcomm, MBA, CIM, FCPA, FCA, is a director or CFO of several public companies and has had over 20 years of executive management experience. His interests include 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 accountants and law societies, and has written many magazine articles on finance and accounting. He has written over 20 books including: Finance & Accounting PolicyPro, Not-for-Profit PolicyPro and Information Technology PolicyPro (guides to risk management, governance, procedures and internal controls, all published by First Reference and the CPA), Cash Management Toolkit (published by the CPA), as well as Canadian Treasury Management, Canadian Risk Management and Financial Instruments: A Guide for Financial Managers (all published by Thomson-Reuters/Carswell). More about Jeffrey.
Apolone Gentles is a CPA, CGA and Ontario lawyer and editor with over 20 years of business experience.
She 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 services at a "Big Four" audit firm. Apolone has also lectured in auditing, economics and business at post-secondary schools.