• Accounting Procedures Manuals: Templates for Intacct

    Available for GL, AR, AP, Cash Management, and Company Administration

  • Do you need to document your financial policies and procedures but you’re overwhelmed with the task? We’ve done the heavy lifting for you. Use our Policies and Procedures Templates as a starting point and save a significant amount of time. Each Manual Template comes with sample company data and already has typical sections including, suggested policies, outlined processes, and Intacct screenshots. Written in Microsoft® Word, you can quickly customize it to match your business and company requirements. Store the final documents in Intacct so they are easily accessible where accounting staff need them! CLICK ON DOCUMENTS LINK ABOVE FOR A SAMPLE MANUAL.

    Key Benefits:
    User-added image

    • Consistency in accounting processes
    • Accountability for employees
    • Standardization of internal best practices
    • Clarification of job duties and tasks
    • Builds solid internal controls
    • Visit synergybusiness.com/manuals for more benefits, samples, and ordering. 

    System Requirements:

    $395 per manual or $1195 for bundle of five.

    Synergy Business Solutions was established in 2003 and is a recognized leader in financial management, accounting for nonprofits, and project accounting solutions. Our passion is to solve the challenges an organization faces in these areas and deliver strategic value to your business or nonprofit. We love what we do and we are good at it.
    Synergy makes a substantial investment in the training and certification of their consulting staff. To ensure your success, Synergy team members are certified implementers, CPAs, CMAs, and Intacct certified professionals. Our team has real life experience as controllers, CFOs, and accounting managers. This experience along with ongoing training makes them experts at implementing accounting solutions.
    We are proud to share testimonials from customers who use our implementation, configuration, and support services. Check out our Client Testimonials page.

    Phone: (503) 601-4100
    Website: http://www.synergybusiness.com
    Year Founded: 2003
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