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Policies, procedures, internal controls, templates, flowcharts, spreadsheet tools, and forms for management, accounting, employees, safety, and project management.

The complete Content Library contains over 100 accounting and management templates of policies, procedures, spreadsheets, 700 internal controls with a risk management framework, 100 HR policies plus a payroll procedures manual, a complete safety program, thousands of forms, important laws, and 1500 links to additional content, about 25MB in all. You can license the templates in modules or license the entire Content Library. 

Copedia Template Library



Click here for more samples or  order now and download, or learn about the Copedia Framework.   The following partial list is a sample of what you will find our template library.


Management and Accounting Manual Templates

Policies, Procedures, and Internal Controls

Contains over 100 management and accounting control templates.

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.

Code of Business Conduct

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.  

Strategic Planning

This procedure describes the strategic planning process and provides a template for plan development.

Accounting for Revenue

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

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. 

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.

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 Analysis

The financial analysis spreadsheet provides a model for monitoring key financial ratio's.  Also works with the benchmarking templates.

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 and could save you big time.

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.

Risk Management   

The risk management policy and procedures templates help you put Business Risk in perspective and identify mitigation measures.

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.

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.


Employee and Human Resource Templates


Policies, Procedures, and Handbook

Contains over 100 Employee policies.  The following Sections assembled together make an employee handbook.

Employment Policies 

This template promotes an employment at will relationship and lays the ground work for your handbook.


Covers leaves of absence without pay including FMLA, USSERRA, sick leave and abandonment.

Wage and Salary Policies    

Discusses pay day, deductions, overtime, advances, and wage increases

Employee Benefits Policies  

This template provides an overview of the 11 most common Employee Benefits.  Plan specifics are not covered as they will be included in your benefits handbook. 

Employee Safety and Health Policies    

A one page policy for your employee handbook.  This is not a safety program, rather it sets forth company policy. 

Codes of Conduct and Corrective Action Policies 

This policy identifies standards of conduct expected of all employees and explains corrective action measures that may be taken by the Company. 

Employee Communication Policies   

Explains the various mechanisms the company will use to communicate with employees, including grievances. 

Employee Acknowledgement   

A form for the employee to sign acknowledging receipt of the handbook and terms of interpretation.

Workers Compensation Procedure Acknowledgement 

A form for the employee to sign indicating they understand the company procedure regarding workplace injuries and claims.

Employee Recruitment and Hiring    

The purpose of this procedure is to establish a consistent method used to recruit and hire employees and ensure compliance with governmental regulations and company Policy. 

Employee Terminations    

This procedure provides guidance for employee terminations and identifies some common legal pitfalls.  

Employee Policies and Procedures Cover Page

Employee Expense Reimbursement    

A document that puts it on paper.  Works great with the Travel Policy and forms.


Policy and travel itinerary form, use it with the employee expense reimbursement procedure.

Supervisor Handbook Templates

Hiring, Rehiring, and Terminating Employees 

A template that provides the basics for supervisory personnel. 

Purchasing Materials and Renting Equipment 

A template describing your policies regarding expenditures.  Very similar to our purchasing policy.


The reality of paperwork is that, other than filling out time cards, very few people like to do it.  This procedure helps you identify necessary paperwork and describe your requirements.

Contract Changes and Claims    

For project and job oriented businesses.  This  section is designed to provide guidance for change order requests and minimize un-collectable change order billings.  


Helps you identify and describe company expectations for supervisory safety responsibilities. This is a policy statement for employees and supervisors, and not our complete safety program (which is detailed below).


Safety and Hazard Communication Programs



Safety Program

Hazard Communication Program

Hazard Identification Software

Accident Report

First Report of Injury

Crisis Management Procedures

Emergency Contacts Form

Designated Medical Provider

Driver Authorization Forms

Drug Testing Program

Safety Warning Form

Safety Training


Project Management


Includes everything in this section and approximately 50 files for your project management system.  Ideal for project managers and developing your own PM manual.  Includes some overlap with management controls, accounting, safety, employee management, and forms.  Included with the Content Library or sold separately.



Our link library contains approximately 1000 links to sites on the internet that we think you need to know about.  We identify lots of free stuff and great sites, so if you are surfing for business content, our link library will save you time.  The links are well organized into 112 folders by topic.


Approximately 20 Federal Laws that every senior manager should read.  Taken directly from the US Code, organized, and condensed into the most relevant sections.  In our Link Library you will also find great links to legal content and free forms.


If you need a form - look no more, our Forms Library is exhaustive.  Literally thousands of forms.  About 50 that we developed and links to everything we could find available on the internet, most of them free.  We spent months developing this library.  Our Forms Library is a must have for every office manager and controller.


Internal Control    


Internal Control Policy

If you have employee's, you need internal control.  Identifies both management and accounting controls and suggests specific measures for you to take. 

Sarbanes-Oxley Act Compliance

Checklists and tools for evaluation and disclosure reporting.

Internal Control Policy

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 - 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

This policy defines acceptable uses.

Internet and Cell Phone Use Policy

All Smart phones and many cell phones and PC's are internet enabled.  As such, these devices are gateways to your business data and all organizations need policies to restrict improper use and define acceptable behavior.

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