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Accounting and Management Template Library

Policies and Procedures for Accounting and Management


This library provides a correct framework to obtain accreditations, certifications, and satisfy audits and boards which require that you have documented policies and procedures, an internal control system and a risk management framework. Includes the accounting, management, and internal control template sets in one download. The Copedia templates and internal control evaluation tools, policy and procedures, and checklists provide the tools you need.

The Accounting and Management Template Library includes the following template sets:

All templates are delivered in MS Word and Excel format. Following is a partial list of templates included in the Accounting and Management Template Library:

Accounting and Management Template Library

Overview of includes:

  • Accounting Policies and Procedures
  • Board and Governance Policies
  • Finance and Treasury
  • Management Policies and Procedures
  • Financial and Management Internal Control Templates
  • Internal Control Evaluation Tools
  • Segregation/Division of Duties identified in the documents
  • Flowcharts of accounting processes for visuals
  • Planning
  • Records Management
  • Risk Management
  • Purchasing
  • Financial Analysis, Benchmarking and Best Practices

The Accounting and Management Template Library includes over 200 template files of policies, procedures, spreadsheet tools, and checklists. Also included is the Copedia Framework, our forms library, LibLink, and legal section. Over 1800 files and 20MB in size.

Partial list of includes, click the links for more details.

Accounting Policies and Procedures

  • Revenue Cycle
  • Sales, Cash Drawers and Order Entry
  • Accounting for Revenue
  • Accounts Receivable
  • Receivable Collections
  • Expenditure Cycle
  • Purchasing
  • Accounts Payable
  • Cash Disbursements
  • Payroll
  • Balance Sheet
  • Accounting for Assets
  • Accounting for Liabilities
  • Journal Entries and End of Period Procedures

Management Policies and Procedures

  • Administrative Procedures
  • Board Governance
  • Financial Reporting Policies and Controls
  • Finance and Treasury Functions
  • Information Technology
  • Ethics, Code of Business Conduct, and Conflict of Interest Policies
  • Whistleblower and Protected Disclosure Policy
  • Business and Strategic Planning
  • Social Media

Internal Control Policies and Procedures

  • Internal Control Policy
  • Internal Control Procedures
  • Internal Control Checklists and Questionnaires
  • Entity Controls
  • Management Controls and Financial Controls
  • Control Evaluation Spreadsheet Tools
  • Controls covering A/P, Revenue, A/R, P/R, HR, Expenditures, Purchasing, A/P, Projects, Grants, Financial Reporting and more.

Risk Management

Risk management policy and procedures templates help you put Business Risk in perspective and identify mitigation measures. Includes a risk management policy, procedures, and spreadsheet.

Additional Policy and Procedure Templates

The following is a partial list of additional templates that are included with the Accounting and Management Template library:

  • Office Task List
  • Investment Policy
  • Inventory Management
  • Delegated Authority
  • Month End Close
  • Accounting for Revenue
  • Unidentified Receipts
  • Returned Checks
  • Budgeting
  • and more

Office Tasks and Reporting

Lists standard office management duties and who is responsible. Covers Payroll and HR, Accounts Receivable and Payable, General Ledger, Job Costing, Tax Reporting, Business Development, Operations, Misc., Safety and Environment.

office task list

Copedia Sarbanes Oxley Compliance Tools

For hard and soft compliance with the Act. The Copedia SOX404Lite templates help provide for compliance with the Sarbanes-Oxley Act of 2002.


Copedia SOX404Lite is our template set for small public companies needing SEC compliance with section 404(a) of the Sarbanes-Oxley Act of 2002. Licensed Separately.

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