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Accounts Receivable Process - FREE
Want a sneak peak? Try before you buy a process by downloading your preferred format.
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Learn more about the Word format
Microsoft Word 2003
Available for download and use as a creative commons license. See our Terms & Conditions.
 Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
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Learn more about the Power Point format
Microsoft Power Point 2003
Available for download and use as a creative commons license. See our Terms & Conditions.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
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Learn more about the Visio format
Microsoft Visio 2003
Available for download and use as a creative commons license. See our Terms & Conditions.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
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Accounts Receivable Process - Services
Not getting paid for services rendered is a terrible feeling. Unfortunately, this is the reality of many small businesses providing intangible goods (services). Minimize intellectual theft, cash flow disruptions, payment disputes and collections with this Accounts Receivable Process that, if followed, ensures you receive on-time compensation for services rendered.
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Accounts Receivable Process - Products
Wrong price tags, counterfeit money and bounced checks are just some of the ways that money is left on the table when selling tangible products. Catch payment fraud in real-time and minimize the possibility of nasty collections disputes with this Accounts Receivable Process that, if followed, ensures products are never sold without receiving full, legitimate payment.
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Word document
$18.99
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Power Point
$27.99
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Visio
$27.99
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MS Word + Power Point
$36.99
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Learn more about the Word format
Microsoft Word 2003 - Features
- Size = 8.5 x 11 in portrait orientation
- Number of Pages = 1
- Documented in a numbered/step-by-step procedural fashion to serve as a complement to the flowchart versions in Power Point and Visio.
- Accompanied with a Process Dashboard that can be customized to document KPIs and their respective Rewards & Consequences along with additional tools needed to perform the process.
- Formatted in MS Word 2003 for versatile use across multiple software versions and operating systems.
- Unlocked without hidden pass-codes giving full access for easy customization.
- Equipped with built-in tags and descriptions for internal Search Engine Optimization and inclusion into document management systems.
- Free header space to allow inclusion of your company’s logo with a document footer to track revisions and maintain document integrity.
- Designed to be printed or electronically stored in a company Operations Manual.
- Cross-references the Collections, Records Management processes and Account Reconciliation processes.
- Available for use as a creative commons license. See our Terms & Conditions.
Instructions
- Download document to a designated area on your computer.
- Determine whether or not you want to change the name of the document as you see fit.
- Open and read the document.
- Customize the document with process dashboard information, company logo.
- Print or save the document.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
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Learn more about the Power Point format
Microsoft Power Point 2003 - Features
- Size = 8.5 x 14 in landscape orientation
- Number of Pages = 1
- Documented as a flowchart to serve as a visual complement to the Word version.
- Formatted in MS Power Point 2003 for versatile use across multiple software versions and operating systems.
- Closed-loop to ensure that the process does not end until full payment is received for products sold.
- Unlocked without hidden pass-codes giving full access for easy customization.
- Equipped with built-in tags and descriptions for internal Search Engine Optimization and inclusion into document management systems.
- Free header space to allow inclusion of your company’s logo with a document footer to track revisions and maintain document integrity.
- Designed to be printed or electronically stored in a company Operations Manual.
- Cross-references the Collections, Records Management processes and Account Reconciliation processes.
- Available for use as a creative commons license. See our Terms & Conditions.
Instructions
- Download document to a designated area on your computer.
- Determine whether or not you want to change the name of the document as you see fit.
- Open and read the document.
- Customize the document with company logo and click on each box to change, add to or delete the content.
- Save or print the document onto legal sized (8.5” x 14”) paper. If you do not have legal sized paper, then print the document as a pdf first and change the print properties to “legal.”
- Open the document as a pdf and change the print properties to “letter.” This will condense the contents such that it will fit onto an 8.5” x 11” sheet of paper.
- Print the document.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
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Learn more about the Visio format
Microsoft Visio 2003 – Features
- Size = 8.5 x 14 in landscape orientation
- Number of Pages = 1
- Documented as a flowchart to serve as a visual complement to the Word version.
- Formatted in MS Visio 2003 for versatile use across multiple software versions and operating systems.
- Closed-loop to ensure that the process does not end until full payment is received for products sold.
- Unlocked without hidden pass-codes giving full access for easy customization.
- Equipped with built-in tags and descriptions for internal Search Engine Optimization and inclusion into document management systems.
- Free header space to allow inclusion of your company’s logo with a document footer to track revisions and maintain document integrity.
- Designed to be printed or electronically stored in a company Operations Manual.
- Requires working knowledge of MS Visio.
- Cross-references the Collections, Records Management processes and Account Reconciliation processes.
- Available for use as a creative commons license. See our Terms & Conditions.
Instructions
- Download document to a designated area on your computer.
- Determine whether or not you want to change the name of the document as you see fit.
- Open and read the document.
- Customize the document with company logo and double-click on each box to change, add to or delete the content.
- Save or print the document onto legal sized (8.5” x 14”) paper. If you do not have legal sized paper, then print the document as a pdf first and change the print properties to "legal."
- Open the document as a pdf and change the print properties to “letter.” This will condense the contents such that it will fit onto an 8.5” x 11” sheet of paper.
- Print the document.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
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Accounts Payable Process - Vendors & Creditors
Habitual late fees can easily tarnish the creditworthiness of a small business. Pay bills on time to avoid unnecessary late fees and quickly resolve billing discrepancies with this Accounts Payable Process that, if followed, enables you increase your company’s credit score.
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Accounts Payable Process - Refunds
Refunds – one of the holes that can quickly, sometimes stealthily, sink a small business’ ship. This is especially true as “more money going out than coming in” becomes the mantra. Build internal alarms and warning mechanisms with this Accounts Payable Process that, if followed, tightens the grip on refund policies and reduces turbulence in your company’s cash flow.
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Accounts Payable Process - Chargebacks
Credit card chargebacks are a sure-fire way to lose the operational and financial integrity of your small business. Secure your “good standing” position with merchant processors with this Accounts Payable Process that, if followed, reduces customer billing and shipping errors while preventing banks from freezing assets.
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Word document
$18.99
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Power Point
$27.99
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Visio
$27.99
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+
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MS Word + Power Point
$36.99
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Learn more about the Word format
Microsoft Word 2003 - Features
- Size = 8.5 x 11 in portrait orientation
- Number of Pages = 2
- Documented in a numbered/step-by-step procedural fashion to serve as a complement to the flowchart versions in Power Point and Visio.
- Accompanied with a Process Dashboard that can be customized to document KPIs and their respective Rewards & Consequences along with additional tools needed to perform the process.
- Formatted in MS Word 2003 for versatile use across multiple software versions and operating systems.
- Unlocked without hidden pass-codes giving full access for easy customization.
- Equipped with built-in tags and descriptions for internal Search Engine Optimization and inclusion into document management systems.
- Free header space to allow inclusion of your company’s logo with a document footer to track revisions and maintain document integrity.
- Designed to be printed or electronically stored in a company Operations Manual.
- Cross-references the Accounts Payable – Customer Refunds, Collections and Records Management processes.
- Available for use as a creative commons license. See our Terms & Conditions.
Instructions
- Download document to a designated area on your computer.
- Determine whether or not you want to change the name of the document as you see fit.
- Open and read the document.
- Customize the document with process dashboard information, company logo.
- Print or save the document.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
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Learn more about the Power Point format
Microsoft Power Point 2003 - Features
- Size = 11 x 17 in landscape orientation
- Number of Pages = 1
- Documented as a flowchart to serve as a visual complement to the Word version.
- Formatted in MS Power Point 2003 for versatile use across multiple software versions and operating systems.
- Closed-loop to ensure that the process does not end until chargebacks are fully investigated, documented and possibly reversed.
- Unlocked without hidden pass-codes giving full access for easy customization.
- Equipped with built-in tags and descriptions for internal Search Engine Optimization and inclusion into document management systems.
- Free header space to allow inclusion of your company’s logo with a document footer to track revisions and maintain document integrity.
- Designed to be printed or electronically stored in a company Operations Manual.
- Cross-references the Accounts Payable – Customer Refunds, Collections and Records Management processes.
- Available for use as a creative commons license. See our Terms & Conditions.
Instructions
- Download document to a designated area on your computer.
- Determine whether or not you want to change the name of the document as you see fit.
- Open and read the document.
- Customize the document with company logo and click on each box to change, add to or delete the content.
- Save or print the document onto tabloid sized (11” x 17”) paper. If you do not have tabloid sized paper, then print the document as a pdf first and change the print properties to “11x17.”
- Open the document as a pdf and change the print properties to “letter.” This will condense the contents such that it will fit onto an 8.5” x 11” sheet of paper.
- Print the document.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
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|
Learn more about the Visio format
Microsoft Visio 2003 – Features
- Size = 11 x 17 in landscape orientation
- Number of Pages = 1
- Documented as a flowchart to serve as a visual complement to the Word version.
- Formatted in MS Visio 2003 for versatile use across multiple software versions and operating systems.
- Closed-loop to ensure that the process does not end until chargebacks are fully investigated, documented and possibly reversed.
- Unlocked without hidden pass-codes giving full access for easy customization.
- Equipped with built-in tags and descriptions for internal Search Engine Optimization and inclusion into document management systems.
- Free header space to allow inclusion of your company’s logo with a document footer to track revisions and maintain document integrity.
- Designed to be printed or electronically stored in a company Operations Manual.
- Requires working knowledge of MS Visio.
- Cross-references the Accounts Payable – Customer Refunds, Collections and Records Management processes.
- Available for use as a creative commons license. See our Terms & Conditions.
Instructions
- Download document to a designated area on your computer.
- Determine whether or not you want to change the name of the document as you see fit.
- Open and read the document.
- Customize the document with company logo and double-click on each box to change, add to or delete the content.
- Save or print the document onto tabloid sized (11” x 17”) paper. If you do not have tabloid sized paper, then print the document as a pdf first and change the print properties to “tabloid.”
- Open the document as a pdf and change the print properties to “letter.” This will condense the contents such that it will fit onto an 8.5” x 11” sheet of paper.
- Print the document.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
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Collections Process
Coming Soon!
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Account Reconciliation Process
Theft, fraud and data entry errors can go undetected for months before the magnitude of their collective damage is noticed. Develop an internal system for checks and balances with this Account Reconciliation Process that, if followed, exposes accounting discrepancies quickly and encourages real-time resolution.
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Tax Preparation Process
Poor recordkeeping, procrastination and chronic filing extensions often trigger financial audits. Increase fiscal responsibility and save money in filing penalties with this Tax Preparation process that, if followed, promotes IRS and Department of Labor compliance. Disclaimer: this process does NOT include tax return filing instructions – please consult a CPA, Accountant or Tax Preparer.
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Word document
$18.99
|
|
|
|
Power Point
$27.99
|
|
|
|
Visio
$27.99
|
|
|
+
|
MS Word + Power Point
$36.99
|
|
|
|
|
Learn more about the Word format
Microsoft Word 2003 - Features
- Size = 8.5 x 11 in portrait orientation
- Number of Pages = 2
- Documented in a numbered/step-by-step procedural fashion to serve as a complement to the flowchart versions in Power Point and Visio.
- Accompanied with a Process Dashboard that can be customized to document KPIs and their respective Rewards & Consequences along with additional tools needed to perform the process.
- Formatted in MS Word 2003 for versatile use across multiple software versions and operating systems.
- Unlocked without hidden pass-codes giving full access for easy customization.
- Equipped with built-in tags and descriptions for internal Search Engine Optimization and inclusion into document management systems.
- Free header space to allow inclusion of your company’s logo with a document footer to track revisions and maintain document integrity.
- Designed to be printed or electronically stored in a company Operations Manual.
- Cross-references the Records Management and Account Reconciliation processes.
- Available for use as a creative commons license. See our Terms & Conditions.
Instructions
- Download document to a designated area on your computer.
- Determine whether or not you want to change the name of the document as you see fit.
- Open and read the document.
- Customize the document with process dashboard information, company logo.
- Print or save the document.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
|
|
Learn more about the Power Point format
Microsoft Power Point 2003 - Features
- Size = 8.5 x 14 in landscape orientation
- Number of Pages = 1
- Documented as a flowchart to serve as a visual complement to the Word version.
- Formatted in MS Power Point 2003 for versatile use across multiple software versions and operating systems.
- Closed-loop to ensure that the process does not end until federal and all state returns are completed, signed, filed and all applicable taxes are paid.
- Unlocked without hidden pass-codes giving full access for easy customization.
- Equipped with built-in tags and descriptions for internal Search Engine Optimization and inclusion into document management systems.
- Free header space to allow inclusion of your company’s logo with a document footer to track revisions and maintain document integrity.
- Designed to be printed or electronically stored in a company Operations Manual.
- Cross-references the Records Management and Account Reconciliation processes.
- Available for use as a creative commons license. See our Terms & Conditions.
Instructions
- Download document to a designated area on your computer.
- Determine whether or not you want to change the name of the document as you see fit.
- Open and read the document.
- Customize the document with company logo and click on each box to change, add to or delete the content.
- Save or print the document onto legal sized (8.5” x 14”) paper. If you do not have legal sized paper, then print the document as a pdf first and change the print properties to “legal.”
- Open the document as a pdf and change the print properties to “letter.” This will condense the contents such that it will fit onto an 8.5” x 11” sheet of paper.
- Print the document.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
|
|
Learn more about the Visio format
Microsoft Visio 2003 – Features
- Size = 8.5 x 14 in landscape orientation
- Number of Pages = 1
- Documented as a flowchart to serve as a visual complement to the Word version.
- Formatted in MS Visio 2003 for versatile use across multiple software versions and operating systems.
- Closed-loop to ensure that the process does not end until federal and all state returns are completed, signed, filed and all applicable taxes are paid.
- Unlocked without hidden pass-codes giving full access for easy customization.
- Equipped with built-in tags and descriptions for internal Search Engine Optimization and inclusion into document management systems.
- Free header space to allow inclusion of your company’s logo with a document footer to track revisions and maintain document integrity.
- Designed to be printed or electronically stored in a company Operations Manual.
- Requires working knowledge of MS Visio.
- Cross-references the Records Management and Account Reconciliation processes.
- Available for use as a creative commons license. See our Terms & Conditions.
Instructions
- Download document to a designated area on your computer.
- Determine whether or not you want to change the name of the document as you see fit.
- Open and read the document.
- Customize the document with company logo and double-click on each box to change, add to or delete the content.
- Save or print the document onto legal sized (8.5” x 14”) paper. If you do not have legal sized paper, then print the document as a pdf first and change the print properties to "legal."
- Open the document as a pdf and change the print properties to “letter.” This will condense the contents such that it will fit onto an 8.5” x 11” sheet of paper.
- Print the document.
Need help with customizing your process? Contact us to arrange a free, 30-minute consultation.
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Paper Records Management Process
Disorganized paperwork not only causes confusion, but also consumes valuable workspace and can give the appearance of incompetence. Retrieve information when needed or requested with this Accounting Paper Records Management Process that, if followed, guarantees a “home” for each type of physical record making information easy to follow and find.
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Electronic Records Management Process
Finding information quickly is just as important as keeping it organized. Electronic storage, though a nice convenience, can create a black hole when records are still hard to find/access. Reduce the time to retrieve information with this Accounting Electronic Records Management Process that, if followed, standardizes methods for creating and protecting each type of digital record making accountability the rule, not the exception.
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Inventory Management Process
Coming Soon!
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