Accounting Solutions Self Assessment Analysis
This form will assist you in determining where your company stands as if now and where you can focus your efforts now and in the next five years.
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Email *
Organization Name *
Name
Title/Position *
Phone Number
Does your organization prepare an annual budget and obtain board approval prior to the start of the fiscal year?
10 points
Clear selection
Does your organization prepare a long-term budget e.g. Five-year Plan in conjunction with the school's strategic plan?
10 points
Clear selection
Does your organization prepare an annual departmental budget in consultation with department directors?
10 points
Clear selection
Does your organization have an updated and independently reviewed fiscal policies and procedures manual?
10 points
Clear selection
Does your organization  provide appropriate annual training to everyone involved in fiscal policies and procedures for its implementation?
10 points
Clear selection
Does your organization utilize appropriate accounting software and enhancements to process the financial information in an efficient way?
10 points
Clear selection
Does your organization record its annual budget in its accounting system and is used to prepare budget v/s actual report? *
10 points
Does your organization's Board's finance committee meet at least on a bi-monthly basis?
10 points
Clear selection
Do your organization's Board members have a clear understanding of the key fiscal factors?
10 points
Clear selection
Does your organization's reporting calendar incorporate the important deadlines from various agencies?
10 points
Clear selection
A copy of your responses will be emailed to the address you provided.
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