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Accounting and Management Template Library

Policies and Procedures, Internal Controls, Risk Management, Flowcharts, Planning, Benchmarking, and Best Practices

Copedia provides a correct framework to comply with Sarbanes-Oxley, obtain Accreditations and Certifications, and satisfy audits and Boards which require that you have documented policies and procedures, an internal control system, and a risk management framework. The Copedia templates and internal control evaluation tools, policy and procedures, and checklists provide the tools you need.


All templates are delivered in MS Word and Excel format. Copedia also works great on your Apple. The product can be navigated with either Windows Explorer, Finder, or the Copedia menu system.


Included are:



Menus and Skins Accounting Policies and Procedures

Board Governance Policies

Management Policies and Procedures

Accounting Policies and Procedures

Internal Control Templates

Internal Control Evaluation Tools  

Segregation/Division of Duties identified in the documents 

Flowcharts of accounting processes for visuals

Business and Strategic Planning

Records Management

Risk Management


Benchmarking and Best Practices

The Accounting and Management Template Library includes over 200 template files of policies, procedures, spreadsheet tools, and checklists. Also included is the Copedia Framework, our forms library, LibLink, and legal section. Over 1800 files and 20MB in size.

The following is a partial list of templates that are included with the Accounting and Management Template library:



Accounting and Management

Policies and Procedures


Board Governance Policy

One of the most important policies for nonprofits and those entities needing to comply with Sarbanes Oxley. This is a 9 page policy statement that covers the governing body, its structure,  purpose, and governance policies.  Also included are job descriptions for the board and its officers, committee descriptions with membership requirements, and responsibilities designated.  

Administrative Procedures

Covers all the basics for administrative and office personnel including recordkeeping, filing, and forms.

Ethics, Code of Business Conduct, and Conflict of Interest Policies

Now required for all publicly traded companies and non-profits. These are smart policies for all private businesses.

Whistleblower and Protected Disclosure Policy

Again, a required policy for many organizations including those complying with Sarbanes Oxley and nonprofits. 

Business and Strategic Planning

These templates describe the planning processes, beginning with the Mission statement, and provide templates for your business and strategic plans.

Accounting for Revenue

Defines and classifies revenue types with tables for General Ledger codes.

Unidentified Receipts

Lost Payments

Returned Checks


A policy and procedure describing the budgeting process and formal adoption of the budget.

Accounting for Expenses

Defines and classifies expense types with tables for General Ledger codes.

Accounting for Assets

Provides guidelines to properly accounting for assets including categorization, valuation methods, and G/L account code tables.

Accounting for Liabilities

Provides guidelines to properly accounting for liabilities including categorization, valuation methods, and G/L account code tables.

Accounts Payable    

Includes both an AP policy and procedures,


Quick and to the point, covers Purchase Orders and  the purchase of Materials and Rentals.

Investment Policy

A board policy that describes the organizations policy relating to investments and portfolio management. 

Office Tasks and Reporting    

Lists standard office management duties and who is responsible. Covers Payroll and HR, Accounts Receivable and Payable, General Ledger, Job Costing, Tax Reporting, Business Development, Operations, Misc., Safety and Environment.

Inventory Management and Control

Covers receiving, security, division of duties, coding, pricing and costing, monthly processing, and more.

Telephone Answering Procedures

Provides the proper protocol and helps ensure the front line is promoting a professional image.

Sales Manual

Fund Raising Policy

Gift and Donation Policy

Records Management

Policies, procedures and schedules.

Delegated Authority    

Who's in charge and who says so.  The delegated authority policy authorizes specific people in the organization to conduct business on the company's behalf. Helps you lay it out on paper.

 Copedia Sarbanes Oxley Compliance Tools

 For hard and soft compliance with the Act.

sox404lite logo   

Copedia SOX 404 Lite is our template set for small public companies needing SEC compliance with section 404(a) of the the Sarbanes-Oxley Act of 2002. Licensed Separately.







Next Steps



Order Manuals Now and Download


Template List and Samples

Customer Profile

Communication Tools

White Paper - How to write Policies and



Sample Accounting Manual Template

Sample Accounting Policy Manual

Policies and Procedures

Internal Control Templates

Risk Management


Best Practices and Benchmarking


Accounting Policy Manual Table of Contents






















Internal Controls

Internal Control Policy   


Sarbanes-Oxley Act Compliance

Sarbanes Oxley Act compliance tools and checklist.

Internal Control - Accounts Payable

A control template covering purchasing, receiving, and accounts payable controls.

Internal Control - Accounts Receivable

A control template covering all AR activities including collections and write-offs.

Internal Control Evaluation Tools

Internal Control - Cash

Covers your internal control over cash handling, cash disbursements, and cash receipts.

Internal Control - Payroll and HR

Covers internal controls relating to the employment relationship.

Internal Control - Sales and Estimating

Covers control measures for summary and detail information, sales analysis, and forecasting.

Internal Control - Project Management

Includes project planning,  Purchases, Contract Changes and Modification, Project Costing and Reporting, and Billings. A must have for project related businesses.


Email Policy

Internet and Cell Phone Use Policy

Journal Vouchers

Designed to provide information on how to complete a Journal Voucher and how to document the Journal Voucher appropriately.

Accounts Receivable    

Includes an AR policy, Credit and collections procedures. 

Financial Reporting   

The financial reporting policy sets realistic timeframes for the production of statements and identifies important reports for your monthly binder.

Cash Management    

Covers both cash registers and cash received by mail.  If you handle cash, you need a written policy. 

Division of Duties    

Perhaps one of the most important policies for any business.  Protect your Assets. This policy helps you identify conflicting duties.

Risk Management   

The risk management policy and procedures templates help you put Business Risk in perspective and identify mitigation measures. Refer to the menu item "Risk Management" for more details.

Risk Memos

A Policy and procedure template for managing risk on unique projects. 

Mechanics Liens   

When your business makes improvements to real property you need a procedure to protect your interest in the event of non-payment. This  procedure provides the template you can customize to your states requirements.

Accounting for Revenue, Gifts and Endowments

For those organizations that receive donations and grants which are used to support the maintenance of the organization.

Cash Drawers and Point of Sales

Explains the polices and procedures relating to cash registers and the point of sale.