Includes Policies and Procedures Templates, Flowcharts, Risk Management, Planning, Forms, and Manuals
Included in the policies and procedures manuals are flowcharts, spreadsheet tools, job descriptions, forms and links to additional content.
Our Customers
Our customers are primarily small and medium size businesses and a few very large organizations. They include both private businesses, public entities, and businesses trying to go public. They are for profit and nonprofit. Our customers also include universities, colleges, governments, quasi-governmental entities, foundations, CPAs, attorneys and management consultants. Entities use our products to document internal business processes with the necessary policies, procedures and internal controls.
Our work
We develop governance templates and content for business. Examples include:
Administrative Procedures
Covers all the basics for administrative and office personnel including recordkeeping, filing, and forms.
Ethics Policy
Now required for all publicly traded companies and a smart policy for private businesses and non-profits.
Internal Control
Example Interna Control Policy
Internal Control Assessment
Internal Control Corrective Action Templates
Corrective Action Tools for Compliance
Sample Policies and Procedures Templates Includes
- Accounting for Revenue
- Accounting for Expenses
- Accounting for Assets
- Accounting for Liabilities
- Accounts Payable
- Purchasing
- Journal Vouchers
- Accounts Receivable
- Journal Entries
- Financial Reporting
- Financial Analysis
- Cash Management
- Division of Duties
- Delegated Authority
- Risk Management
- Risk Memos
- Employee Expense Reimbursement
- Travel
- Purchasing Materials and Renting Equipment
- Paperwork
- Contract Changes and Claims
- Safety
- Mechanics Liens
- Telephone Answering Procedures
- Office Tasks and Reporting
Reviews of Our Work
Read a scholarly review of Copedia published in The Journal of Management and Sustainability.
Copedia policy and procedure templates are used by tens of thousands of entites to help document their internal business proceducres, financial controls, and best practices.
Next Steps
Check out our web site and call or email us with any questions. After that you can visit our customer center to license and download our work. The final step is to become a happy customer by implementing the Copedia Framework of Policy and Procedure Templates.