Author: Christine H. Doxey
Publisher: John Wiley & Sons
ISBN: 1119554527
Category : Business & Economics
Languages : en
Pages : 436
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Book Description
This publication focuses on the critical methods that can be used to dramatically improve the fiscal closing process. The Record to Report (R2R) or Fiscal Closing Process is at the core of the controllership function. The process includes transaction processing, internal and external reporting, and the internal controls—the people, processes, and technology—that constitute the corporate organizational hierarchy. CFOs, controllers, and corporate finance departments require timely, accurate, and consistent data to make appropriate operational and strategic decisions and fulfill statutory, regulatory, and compliance requirements with accurate and timely data. The Fast Close Toolkit offers both strategic and tactical suggestions that can significantly improve the fiscal closing process and provides guidance on new legislation requirements, systems and best practice processes. Checklists, templates, process narratives, and sample policies are provided for every component of the fiscal close. Investors and shareholders expect fast and easy access to the data created by current business activities in the information-driven digital age. The Fast Close Toolkit provides the necessary tools and expert advice to improve the fiscal closing process. Authoritative and up to date, this book: Identifies the bottlenecks that can impact the and improvethe fiscal close process and provides best practices to help alleviate these challenges Defines the Record to Report (R2R) and recommends the roles and responsibilities for fiscal close processes flow Offers the internal controls to use for the end-to-end fiscal close process Describes approaches for risk management, R2R, and fiscal close benchmarking Identifies KPIs for all aspects of the R2R process Provides the mechanism for developing a financial close scorecard Recommends leading practices for both external and internal reporting Provides guidance on how strategic planning, the budget and forecast processes can be streamlined to enhance the fiscal close and internal reporting results Written by a respected expert on internal controls and the fiscal closing process, The Fast Close Toolkit is a valuable source of information for professionals involved in controllership and have responsibility for the fiscal close.
Author: Steven M. Bragg
Publisher: John Wiley & Sons
ISBN: 0470480769
Category : Business & Economics
Languages : en
Pages : 229
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Book Description
Praise for Fast Close: A Guide to Closing the Books Quickly "Steve captures the essence of the problems affecting the financial close process within corporations of all sizes; from the period close of subledgers and general ledger through financial reporting, and the relationship and interdependencies of governance, people and technology. A must-read for the corporate controller." —David Taylor, ACMA, MBA, VP Strategy, Trintech Inc. "Fast Close: A Guide to Closing the Books Quickly, Second Edition is a must-read for today's busy controllers. Steven Bragg points out everything that can be done outside the close that you just never realized didn't actually have to be part of the month-end close process! Very commonsensical approach!" —Kathleen Schneibel, mba, cpa, Controller/CFO for Hire, KMAS Consulting LLC "A well-executed 'fast close' can bring many valuable benefits to any company, from improving organizational performance to transforming accounting executives from financial historians to trusted advisors. In Fast Close, Second Edition, Steve systematically breaks down the steps required to achieve a fast close in both public and private companies, providing financial executives with tips, checklists, and a cost-effective road map to implement fast close procedures in virtually any company." —Matthew Posta, Esq., CPA, Vice President of Finance, Key Air, LLC FROM THE FIRST EDITION "This is an outstanding book in which Steve reveals his secrets to a fast close. Having personally experienced his (one-day) fast close for years and enjoyed the beneficial impact on my company, I highly recommend this book for all financial officers who desire to have a large, favorable impact on their company." —Richard V. Souders, President and CEO, Kaba Workforce Solutions
Author: Ralph Kimball
Publisher: John Wiley & Sons
ISBN: 1118082141
Category : Computers
Languages : en
Pages : 464
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Book Description
This old edition was published in 2002. The current and final edition of this book is The Data Warehouse Toolkit: The Definitive Guide to Dimensional Modeling, 3rd Edition which was published in 2013 under ISBN: 9781118530801. The authors begin with fundamental design recommendations and gradually progress step-by-step through increasingly complex scenarios. Clear-cut guidelines for designing dimensional models are illustrated using real-world data warehouse case studies drawn from a variety of business application areas and industries, including: Retail sales and e-commerce Inventory management Procurement Order management Customer relationship management (CRM) Human resources management Accounting Financial services Telecommunications and utilities Education Transportation Health care and insurance By the end of the book, you will have mastered the full range of powerful techniques for designing dimensional databases that are easy to understand and provide fast query response. You will also learn how to create an architected framework that integrates the distributed data warehouse using standardized dimensions and facts.
Author: Christine H. Doxey
Publisher: John Wiley & Sons
ISBN: 111955439X
Category : Business & Economics
Languages : en
Pages : 421
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Book Description
Step-by-step guidance on creating internal controls to manage risk Internal control is a process for assuring achievement of an organization's objectives in operational effectiveness and efficiency, reliable financial reporting, and compliance with laws, regulations, and policies. This is a "toolkit" approach that addresses a practical need for a series of standards of internal controls that can be used to mitigate risk within any size organization. Inadequate internal controls can cause a myriad of problems that adversely affect its ability to provide reliable, timely, and useful financial and managerial data needed to support operating, budgeting, and policy decisions. Reliable data is necessary to make sound business decisions. • Toolkit approach with detailed controls and risks outlined for key business processes • Foundational for SOX 404 initiatives • Key material to improve internal control efforts • Guidance during M&A projects Poor controls over data quality can cause financial data to be unreliable, incomplete, and inaccurate—this book helps you control that quality and manage risk.
Author: Christine H. Doxey
Publisher: John Wiley & Sons
ISBN: 1119700507
Category : Business & Economics
Languages : en
Pages : 496
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Book Description
THE NEW ACCOUNTS PAYABLE TOOLKIT In The New Accounts Payable Toolkit, accomplished entrepreneur, consultant, and finance expert Christine H. Doxey delivers a unique and powerful approach to the accounts payable process and discusses the impact of the automation of the Procure to Pay (P2P) process. The toolkit explores all aspects of the accounts payable process, from the establishment of the contract and the purchase order to the supplier validation process, invoice processing and payment, accounting, and fiscal close. You’ll learn the key metrics and analytics needed for the accounts payable process. This comprehensive toolkit provides the best practices, tools, and internal controls that can help safeguard your company’s cash and other assets. You’ll obtain a variety of tools to create the foundation required for current internal controls and compliance to ensure that suppliers are correctly validated in the supplier master file to maintain regulatory compliance. Avoid paying fraudulent or inaccurate invoices and avoid paying a supplier’s invoice more than once. Be certain that all supplier invoices are properly accounted for to ensure an accurate fiscal close. Finally, stay up to date with all current and coming trends in the accounts payable process, including eInvoicing, ePayment, Robotic Process Automation (RPA), Artificial Intelligence (AI), Machine Learning, and eAccounting. The New Accounts Payable Toolkit provides guidance for the implementation of AP automation solutions that can streamline and modernize your own systems and processes to take advantage of new digital developments. Perfect for controllers, chief financial officers, and finance managers, The New Accounts Payable Toolkit will also earn a place in the libraries of students and professionals who seek to better understand the components of an optimal accounts payable. UNCOVER A UNIQUE AND POWERFUL NEW APPROACH TO ACCOUNTS PAYABLE PROCESSES The New Accounts Payable Toolkit offers readers a comprehensive and timely new way of handling their accounts payable systems and processes. You’ll discover how to implement new digital technologies in every aspect of the accounts payable process, from the establishment of the initial contract and purchase order to the supplier validation process, invoice processing and payment, accounting, and fiscal close. You’ll learn to validate suppliers in the master list to ensure regulatory compliance, prevent multiple payments for a single invoice, keep from paying fraudulent, inaccurate, or incomplete invoices, and apply best practices to help safeguard your company’s assets. You’ll also discover how to measure and record key metrics and analytics to maintain an effective accounts payable process. Finally, you’ll read about new and upcoming trends in accounts payable, like artificial intelligence, machine learning, and robotic process automation that you can implement today to realize new efficiencies and savings. Ideal for chief financial officers, finance managers, and controllers, The New Accounts Payable Toolkit is an invaluable guide to modernizing and optimizing your own company’s accounts payable processes and systems.
Author: Christine H. Doxey
Publisher: John Wiley & Sons
ISBN: 1119700620
Category : Business & Economics
Languages : en
Pages : 547
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Book Description
Get practical tools and guidance for financial controllership you can put to immediate use The Controller's Toolkit delivers a one-of-a-kind collection of templates, checklists, review sheets, internal controls, policies, and procedures that will form a solid foundation for any new or established financial controller. You'll get the tools and information you need to master areas like business ethics, corporate governance, regulatory compliance, risk management, security, IT processes, and financial operations. All of the tools contained in this indispensable book were recommended by corporate and business unit controllers from small to medium-sized companies and large, multinational firms. You will benefit from master-level guidance in areas like: Ethics, Codes of Conduct, and the "Tone at the Top" to support ethical behavior The operational and financial aspects of corporate governance The importance of the Committee of Sponsoring Organizations of the Treadway Commission Framework The requirement for entity-level controls The importance of linking the business plan with the budget process The Controller's Toolkit also belongs on the bookshelves of finance and accounting students, executives, and managers who wish to know more about the often-complex world of financial controls.
Author: Braden Kelley
Publisher: Springer
ISBN: 1137536977
Category : Business & Economics
Languages : en
Pages : 230
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Book Description
Research shows that up to seventy percent of all change initiatives fail. Let's face it, change is hard, as is getting an organization on board and working through the process. One thing that has been known to be effective is onboarding teams not only to understand this change, but to see the process and the progress of institutional change. Charting Change will help teams and companies visualize this complicated process. Kelley has developed the Change Planning Canvas, which enables leadership and project teams to easily discuss the variable that will influence the change effort and organize them in a collaborative and visual way. It will help managers build a cohesive approach that can be more easily embraced by employees who are charged with the actual implementation of change. This book will teach readers how to use this visual toolkit to build a common language and vision for implementing change.
Author: Lisa Bodell
Publisher: Routledge
ISBN: 1351816209
Category : Business & Economics
Languages : en
Pages : 88
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Book Description
As a tactical ancillary to the book Why Simple Wins, this toolkit is designed with 13 tools to enable leaders and teams to move beyond the cycle of busywork and toward a culture where valuable, essential work is the norm. By learning how to eliminate redundancies, communicate with clarity, and make simplification a habit, we can recognize which activities are time-sucks and which create lasting value. Eliminating low-value work translates into individuals who feel less overwhelmed, more empowered, and able to spend each day doing things that matter. The Why Simple Wins Toolkit includes the following 13 tools, techniques, and tips to help you do more valuable work every day: —Leadership Complexity Quiz —Complexity Diagnostic —Simplicity Vision Statement —Leadership Task Log —50 Questions for Simplifying —Simplification Worksheet —Killing Complexity —Kill a Stupid Rule —Simplification Tactics —Simplification Metrics —Simplification Code of Conduct —Interview Questions for Hiring Simplifiers —Simplification Resources
Author: Tracy O'Rourke
Publisher:
ISBN: 9781724139542
Category :
Languages : en
Pages : 192
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Book Description
Introducing The Problem-Solver's Toolkit: A Surprisingly Simple Guide to Your Lean Six Sigma Journey! It's a fast-and-fun travel kit eBook for the process improvement traveler. We provide basic tool sets, examples, instructions, "detours" around potential "potholes" and some sight-seeing options when you want to learn more on a given topic. Contains 35 foundational Lean Six Sigma tools Covers essentials like the A3, Process Walks, SIPOCs, Check Sheets, Run Charts, 5S, Monitoring and Response Plans, and more - Just enough to get you rolling! Provides clear instructions, examples and best practices Showcases colorful charts, instructive graphics and the familiar faces of the staff at the Bahama Bistro who contribute their own case study throughout Draws on over 25 years of success helping organizations achieve their goals with Lean Six Sigma Start your Lean Six Sigma road trip right now! Hello, Travelers! You are embarking on a journey to build your problem-solving muscles. Congratulations! Let the fun begin!Think of this as a real road trip - a journey through the world of continuous process improvement. The road trip can be fun and filled with purpose. It can be life-changing and paradigm-shifting, but it can also be painful.You can be an active participant or a "passenger," you can make this trip alone or you can find others to travel with you. Having companions enriches your experience, and you get to use the carpool lanes!Like most road trips, there's a roadmap but that's no guarantee against travel mishaps. You might get stuck behind a Winnebago for a while, hit a pothole, get a parking ticket or have a surprise run-in with the police!We'll provide roadside assistance and help you navigate the detours. You and your companions can sight-see if things look interesting, or you might need a pit stop to refresh at the Bahama Bistro.The Bistro team will be with you every step of the way with helpful examples, enlightening infographics and of course, the occasional snack.
Author: Meghan Casey
Publisher: New Riders
ISBN: 0138059349
Category : Computers
Languages : en
Pages : 432
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Book Description
In this essential guide, Meghan Casey outlines a step-by-step approach for successful content strategy, from planning and creating your content to delivering and managing it. Armed with this book, you can confidently tackle difficult activities like explaining clearly to your boss or client what's wrong with their content, getting the budget to do content work, and aligning stakeholders on a common vision. Having The Content Strategy Toolkit at your side is like hiring your own personal consulting firm. You get a complete array of instructions, tools, and templates for most challenges you'll face. In this practical and relevant guide, you'll learn how to: Identify problems with your content and persuade your bosses it's worth the time and resources to do it right Assemble a stellar team for your content project Prepare your organization for content transformation Make sense of your business environment and understand your audience Align stakeholders on business goals and user needs Set a compass for your content and decide how to measure success Create, maintain, and govern on-strategy content You'll learn how to treat content like the strategic asset that it is. "Quality content increases value. Poor-quality content destroys value. It's as simple as that. Meghan's book has specific, practical, and immediately actionable ideas that will help you increase the quality of your content."—Gerry McGovern, CEO, Customer Carewords "This second edition goes deep into three integral topics for content leaders—assembling cross-disciplinary teams, evaluating processes, and building a content playbook. If you're looking to build a new practice or retool an existing one, this book will help you succeed.—Natalie Marie Dunbar, Author, From Solo to Scaled: Building a Sustainable Content Strategy Practice
