Coordinate Accounting Intelligence: clean, restructure, merge, and analyze survey data and/or large administrative datasets (with 1000+ observations).



More Uses of the Accounting Intelligence Toolkit:




• Maintain and monitor the system of controls over accounting transactions.
  
  

• Maintain relevant paperwork, storage records and standards for accurate accounting of resources and location.
  
  

• Confirm your strategy oversees the production of accurate and timely periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or international Financial Reporting standards.
  
  

• Ensure engagement compliance with your organizations Quality Control policies and with attestation standards established by the accounting profession and regulatory departments.
  
  

• Make sure that your team recommends Internal Control and fiscal control policies related to internal Financial Accounting systems and procedures and develops internal and fiscal control Policies and Procedures.
  
  

• Make sure that your business demonstrates a broad business and accounting knowledge; describes methods in compliance with Generally Accepted Accounting Principles (GAAP).
  
  

• Confirm your enterprise adheres to new accounting guidelines to ensure successful implementation into the Audit Process.
  
  

• Oversee Accounting Intelligence: work comfortably and credibly with dynamic ceos, cfos, and accounting staff in high growth, emerging SaaS businesses.
  
  

• Steer Accounting Intelligence: liaison between various departments with issues related to sales, inventory, accounting and operations.
  
  

• Assure your enterprise complies; directs the preparation of written audit reports in accordance with your organizations standards and policies, generally accepted auditing standards and/or accounting principles.
  
  

• Identify any coding or mapping errors through reviewing the OPEX reports, and partner with Accounting to correct departments and align costs to the right OPEX line items.
  
  

• Be certain that your business initiates and maintains accounting records of subsidiary organizations independent of your organization system.
  
  

• Coordinate Accounting Intelligence: generally accepted accounting principles.
  
  

• Be accountable for ensuring conformity to all corporate and divisional accounting requirements.
  
  

• Orchestrate Accounting Intelligence: track, monitor and ensure that contracts, pricing and membership accounting have accurate information and implement the negotiated terms of the final renewal with focus on Business Processes.
  
  

• Manage to verify the accuracy and the validity of the accounting data and to ensure that the subsidiary accounts agree with the official accounting records.
  
  

• Ensure primary solutions are internally business facing to support your engineering, operations, and accounting processes.
  
  

• Contribute to the development of accounting solutions for enterprise projects, new product offerings and process simplification and improvements.
  
  

• Outpace actively partners with Corporate and LOB finance and accounting teams, maintaining alignment and clear lines of communication regarding budgeting, expense management, standard practices, and policy.
  
  

• Oversee the establishment of generally accepted accounting principles of Fiscal Management standards, systems and Best Practices aimed at building finance stewardship and accountability.
  
  

• Audit Accounting Intelligence: effectively identify accounting issues, apply the relevant accounting Knowledge Base and make decisions with conviction; make the complex simple.
  
  

• Be accountable for preparing a variety of recurring, budget and accounting reports based on established practice.
  
  

• Pilot Accounting Intelligence: in partnership with cfo, advance the development of accounting solutions and analytic capabilities to create a real time view of performance across your organization, support better Decision Making, and oversee expenses and budgeting to help your organization optimize costs and benefits.
  
  

• Ensure all Supply Chain accounting and Internal Controls are recorded and reconciled in accordance with GAAP and organization policy.
  
  

• Control Accounting Intelligence: in partnership with cfo, advance the development of accounting solutions and analytic capabilities to create a real time view of performance across your organization, support better Decision Making, and oversee expenses and budgeting to help your organization optimize costs and benefits.
  
  

• Be accountable for accounting and related controls.
  
  

• Devise Accounting Intelligence: project accounting functions to ensure budget accuracy, correct invoicing and resolving discrepancies, schedule of values and payment applications.
  
  

• Confirm your project ensures compliance with internal policies, organization Rules And Regulations, and generally accepted accounting principles.
  
  

• Arrange that your organization provides performance data for individual management portfolios through the processing and reconciliation of accounting in the appropriate system.
  
  

• Warrant that your planning performs moderately complex accounting transactions to analyze, research and review financial information and prepares financial reports.
  
  

• Coordinate Accounting Intelligence: review current intelligence for relevant threats and develop appropriate actions/response or improve Techniques, Tactics and Procedures.
  
  

• Identify Accounting Intelligence: conduct assessments of Threats And Vulnerabilities to determine deviations from acceptable configurations, enterprise or local policy.
  
  




 



Save time, empower your teams and effectively upgrade your processes with access to this practical Accounting Intelligence Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Accounting Intelligence related project.



Download the Toolkit and in Three Steps you will be guided from idea to implementation results.



The Toolkit contains the following practical and powerful enablers with new and updated Accounting Intelligence specific requirements:



STEP 1: Get your bearings



Start with...




• The latest quick edition of the Accounting Intelligence Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.




Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…




• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation




Then find your goals...



STEP 2: Set concrete goals, tasks, dates and numbers you can track



Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Accounting Intelligence improvements can be made.



Examples; 10 of the 999 standard requirements:




1. What is a worst-case scenario for losses?
   
   

2. Consider your own Accounting Intelligence project, what types of organizational problems do you think might be causing or affecting your problem, based on the work done so far?
   
   

3. Are procedures documented for managing Accounting Intelligence risks?
   
   

4. Have design-to-cost goals been established?
   
   

5. How do you identify and analyze stakeholders and interests?
   
   

6. How do you decide how much to remunerate an employee?
   
   

7. What is in scope?
   
   

8. How do you deal with Accounting Intelligence changes?
   
   

9. How do your controls stack up?
   
   

10. What are the clients issues and concerns?
    
    




Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:




• The workbook is the latest in-depth complete edition of the Accounting Intelligence book in PDF containing 994 requirements, which criteria correspond to the criteria in...




Your Accounting Intelligence self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:




• The Self-Assessment Excel Dashboard; with the Accounting Intelligence Self-Assessment and Scorecard you will develop a clear picture of which Accounting Intelligence areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Accounting Intelligence Self-Assessment

• Is secure: Ensures offline Data Protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:





 



STEP 3: Implement, Track, follow up and revise strategy



The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Accounting Intelligence projects with the 62 implementation resources:




• 62 step-by-step Accounting Intelligence Project Management Form Templates covering over 1500 Accounting Intelligence project requirements and success criteria:




Examples; 10 of the check box criteria:




1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Accounting Intelligence project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the Accounting Intelligence Project Team have enough people to execute the Accounting Intelligence project plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Accounting Intelligence project plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?




 
Step-by-step and complete Accounting Intelligence Project Management Forms and Templates including check box criteria and templates.



1.0 Initiating Process Group:




• 1.1 Accounting Intelligence project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix




2.0 Planning Process Group:




• 2.1 Accounting Intelligence Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Accounting Intelligence project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Accounting Intelligence project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan




3.0 Executing Process Group:




• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log




4.0 Monitoring and Controlling Process Group:




• 4.1 Accounting Intelligence project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance




5.0 Closing Process Group:




• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Accounting Intelligence project or Phase Close-Out

• 5.4 Lessons Learned




 



Results



With this Three Step process you will have all the tools you need for any Accounting Intelligence project with this in-depth Accounting Intelligence Toolkit.



In using the Toolkit you will be better able to:




• Diagnose Accounting Intelligence projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based Best Practice strategies aligned with overall goals

• Integrate recent advances in Accounting Intelligence and put Process Design strategies into practice according to Best Practice guidelines




Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.



Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'



This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Accounting Intelligence investments work better.



This Accounting Intelligence All-Inclusive Toolkit enables You to be that person.



 



Includes lifetime updates



Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.