The Financial Policies Cheat Sheet by Abdul Khaliq

Everything you need to begin documenting the financial policies internally and save '$$$ and time.

Reach out to me if you have questions or need help developing the financial policies.

Here's what is included:

✅ 6 Steps to Develop Financial Policies
- Initiate (Planning)
- Current State Assessment
- Stakeholder Identification
- Documenting Policies
- Authority Approval
- Communicate & Train

✅ Three Tips
- Start with Standards
- Be Smart
- Keep it Simple

✅ Topics to Cover in the Policy

✅ Sample Policy Format

✅ The Financial Policies
- Financial Control
- FP&A
- Treasury
- Risk Management
- Taxation