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Financial Paper Records Management Process Template (Premium)

Operations Manual, Template, Audits, Maximize Financial Value

Financial Paper Records Management Process Template (Premium)


If you’re not intentional in filing paperwork, a small pile of bills and receipts can quickly take over your work space. This not only looks messy but is a real hassle when certain accounting and financial records are nowhere to be found.  By incorporating this package of Paper Records Management templates, you and your staff can guarantee a timely “life cycle” to name, file, store and purge your company’s physical financial records.

Available for immediate download.  See the description below for more details.


Product Description



  • Pre-filled templates
  • Designed specifically for small businesses
  • Implement a simple process for managing a variety of paper records including:
    • receipts
    • cash register/transaction reports
    • blank checks
    • software/manuals
    • reconciled bank statements
    • invoices/bills
    • signed tax returns
  • Cross-industry application
  • Create security measures to protect physical data
  • Add to Business Continuity and Disaster Recovery plans
  • Creative Commons license for training/teaching purposes


  • 1 zip file for immediate download after purchase
  • Process map (flowchart) template in two formats – MS PowerPoint and MS Visio
  • Procedure (step-by-step activities) template in MS Word
  • Instructions for customization and storage


  • Single page templates
  • Multiple formats (accommodate different learning/teaching styles)
  • Customizable (add your own logo or text)
  • Compatible with 2010 MS Word, PowerPoint and Visio
  • Print-ready
  • Store digitally on network or cloud
  • Easy access (not password protected)


  • MS Word and MS PowerPoint or MS Visio 2010 or newer
  • Basic knowledge of MS Word and MS PowerPoint or MS Visio

What to Do After Purchase:

  1. Download zip file to your computer
  2. Change each file’s name via “Save As” (optional)
  3. Open templates and read
  4. Customize (optional) – request 30 minutes free support
  5. Print or save
  6. Get organized and audit-ready!

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