Operations / Guide
Your back-office starting guide
Give routine financial tasks an owner, a process, and a review point.
Define the workflow
Write down how a bill gets approved, how an invoice gets issued, and how supporting records are stored. Include the people responsible for each step.
Separate key responsibilities
Consider how approvals, payment preparation, and reconciliation are reviewed. Agree on controls appropriate to your team and business.
Keep one calendar
Combine payroll, reporting, customer invoicing, and review dates in a shared operating calendar. Confirm actual tax deadlines with your advisor.
Use this as a discussion framework. Decisions should reflect your business, current information, and guidance from your advisors.
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