Quick Reference Guides
Overview
Access streamlined financial guidance through our Quick Reference Guides, designed to support your organization’s financial management needs. These practical resources offer concise, actionable information on key financial topics, from budgeting to reporting. Whether you’re in a leadership role, financial officer, or program director, these downloadable guides provide step-by-step instructions and best practices to enhance your financial decision-making and oversight processes.
Quick Reference Guides
Efficient Workflow and Internal Controls for Processing Accounts Payable
Step-by-step guide for processing accounts payable efficiently, ensuring timely payments and accurate financial records.
Recording GST/HST Receivable
Instructions for accurately recording GST receivable to maintain compliance and ensure proper tracking of tax-related transactions.
Overall Best Practices
General guidelines for effective financial management, covering topics like record-keeping, financial oversight, and internal controls.
Multi-Year Budgeting Tips
Tips and strategies for developing multi-year budgets that align with longterm goals, providing a roadmap for sustainable financial planning.
Key Items for Audit
Checklist of essential documents and items needed for audits, supporting preparation and compliance with audit requirements.
Forecasting & Projections
Framework for creating revenue and expenditure forecasts, assisting in accurate budget planning and financial projections.
Budgeting Decision-Making Framework
A structured approach to making budgeting decisions, balancing community needs with available resources.
Budgeting 101
An introductory guide on budgeting basics, suitable for those new to financial planning or looking for a refresher.
Budget Variance Analysis
A guide for analyzing budget variances, helping to identify and address discrepancies between budgeted and actual figures.
