Our Services: Policies & Procedures | Internal Controls
>>Return to Our Services Overview

Policies and Procedures Manual // Financial Advisory Services

"We now have a blueprint specifically designed for our organization that assists senior management in operating more efficiently and in optimizing our limited existing resources. This enables us to work toward common goals and ensures that our infrastructure can support the expansion of Common Ground."

Rosanne Haggerty
Executive Director,
Common Ground
Written documents outlining an organization's fiscal policies and procedures are proven to reduce the risk of inappropriate use of funds while also ensuring that consistent processes are followed even during periods of staff turnover or transition.

More immediately, beginning with 2008 reports, the IRS Form 990 asks specific questions that make public whether or not you have written policies for several areas of your operations.

FMA can help your organization create a Fiscal Policies and Procedures Manual that documents your key fiscal processes and establishes effective internal financial controls.

To develop a Fiscal Policies and Procedures Manual customized to your organization, FMA will:
  • Review your organization's relevant program and financial information, and applicable laws and regulations
  • Interview key staff members, board members, and external auditors
  • Develop a new or revised set of policies and procedures outlining staff roles and responsibilities, fiscal processes, and internal control mechanisms
  • Assist in implementing the manual, including staff orientation and training
  • Evaluate the implementation of the manual in a follow-up meetings and consultations
The result of this process is a Fiscal Policies and Procedures Manual tailored to the needs of your organization, including tools and forms designed to ensure appropriate processing and documentation of financial transactions. You will receive the manual in hard copy as well as electronically, enabling you to make future updates as your organization changes and grows.


For more information, please contact Dipty Jain



Nolet.com