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System Documentation

Having established and documented processes, especially in smaller companies, is vital. Too often, key business functions are known well to only one person or are concentrated in the hands of a few trusted individuals. Aside from the obvious internal control and even business continuity issues this raises, having well documented processes is invaluable to:

  • Streamline audits from your accountant or tax authorities
  • Minimize “learning curves” for new employees
  • Provide coverage for essential tasks to be done in event of business interruptions or extended absences
  • Establish “best practices” which will increase the value of your business

Realized Financial Solutions can develop Procedure Manuals and document your systems to whatever level of detail you require. In the alternative, RFSI can review your work or assist your people in the development of these indispensable tools.