Business Office Policies and Procedures

Take control and focus

A Business Office Manual is among the most important documentation of an organization, and we can write one for you based upon best practices including describing the ways in which the organization processes financial information, manages its cash and measures its risk. This manual is the foundation upon which the business office operates because it:

  • Provides direction and guidance to staff on expectations and procedures that are critical to running a smooth operation 
  • Enables Board of Directors, management, regulatory authorities and auditors to understand the controls you have over your assets and liabilities and related business practices.  
  • Is tied to broader organization practices that ensure compliance with government regulations, where necessary. 

ERI – because talent matters.

Contact us to arrange for a free consultation.