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Finance Policies and Procedures Manual (Download)


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Establish financial procedures for financial statements, SOX compliance, internal controls, auditing, capital and treasury management. Download Financial Policies and Procedures Manual Templates in Easily Editable Word Documents.

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Additional information aboutFinance Policies and Procedures Manual (Download)

Whether you are managing your financial processes, building financial internal controls or trying to improve your fiscal performance, Finance Policies Procedures Manual from Bizmanualz make the process much simpler and easier. This download only product comes in easily editable Microsoft Word templates to help you quickly and effectively implement strong financial internal controls.

Instantly Develop Financial Policies that Answer Basic Financing Questions

The Bizmanualz Finance Policy Procedure Manual includes answers to basic financial questions:

  • How do define your financial objectives?
  • What’s your plan for business valuation or raising capital?
  • What should be your policy on Related Party Transactions?
  • What is the proper method for financial reporting?
  • How do you hold a Board of Directors or Stockholders Meeting?
  • How do you define, assess, or manage risk?
  • What is the procedure for internal or external auditing?

These procedures cover key accounting and financial topics like capital planning, capital structure, asset and inventory control, financial reporting, and financial analysis.

You will also get a free Small Business Management Guide that talks about planning, starting, managing and exiting a business.

Editable Financial Policies and Procedures in MS Word Templates 

Financial Best Practices Manual at Your Fingertips


It is not easy to write financial procedures from scratch. You can spend countless hours on research, writing, editing and review and yet fall short on all the requisite elements. The Financial Policy templates from Bizmanualz are thoroughly researched and are based on commonly recognized best practices. Why start from scratch when skilled finance professionals have already done the work for you?

The Financial Policies and Procedures Manual Template is organized into five categories:

  • Financial Administration
  • Raising Capital
  • Treasury Management
  • Financial Statement Reporting
  • Internal Controls

Fast Financial Internal Controls

The Finance Policies and Procedures Manual Template from Bizmanualz comes with 36 prewritten procedures, 61 forms, 10 job descriptions, a sample CFO’s manual, and a free Small Business Management Guide. Altogether, you get over 600 pages of content written by knowledgeable technical writers and reviewed by experienced CPA’s.

Financial Policies for Compliance and Control

Both the Securities and Exchange Commission (SEC) and the Public Company Accounting Oversight Board (PCAOB) clearly recognize policies and procedures as key elements of financial control. The Finance Policies and Procedures Manual is based on Generally Accepted Accounting Principles (GAAP) as well as standard best practices, and help you comply with regulatory requirements, standards, and guidelines for raising capital, treasury management (managing cash), financial statement reporting, financial auditing, and general financial administration.

Because of their generic and broad nature, the prewritten templates can be implemented by organizations of any size or kind.

What’s Included in the Finance Manual?

You will receive 614 pages of content within seven sections:

1. Finance Policy Manual Template

First, a 42 page Policy Manual is used as a top level document to all Finance policies governing your company’s Financial procedures.

2. Finance Manual Table of Contents

Next, 402 pages that include 36 prewritten Finance procedures, 57 Finance forms and corresponding activities–customize each Microsoft® Word document template to your needs.

3. Finance Job Descriptions

The Finance Manual also includes 34 pages with 10 Finance Job Descriptions covering the primary Finance Department.

4. Starting and Managing a Business

Free Bonus – Your Finance Manual also includes a guide to Starting and Managing a Business. Topics include business planning, financing, and basics to forming your business.

5. Introduction to Finance Training Guide

A 30 page training guide explains the basic concepts of Finance, its structure, standards and definitions, and more.

6. “How To” Manual Preparation Guide

A 42 page Procedure writing guide provides guidance to develop and implement your company’s Finance Policies and Procedures manual.

7. Finance Manual Keyword Index

Easily find what you are looking for inside the Finance Manual using the 18 page Keyword Index.

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