Roles & Responsibilites – Accounting Team

By Jerry

Roles & Responsibilites – Accounting Team

499.00

 

Documenting the Roles and Responsibilities of each of your team members is an important step to help them succeed in their role.

As such, we are sharing with you the Accounting Team Package that we used in our company for years.  It covers not only the roles and responsibilities of each team member, but also a sample of their success measures and Daily Management Schedule (DMS) for a more holistic documentation.

When properly aligned with your team member, this can be a powerful tool to on-board new employees and help them contribute to their fullest potential.

The templates are in Word documents so you can easily edit them to fit your needs.

Click here to read our FAQs.

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Description

Overview

Documenting the Roles and Responsibilities of each of your team members is an important step to help them succeed in their role.

As such, we are sharing with you the Accounting Team Package that we used in our company for years.  It covers not only the roles and responsibilities of each team member, but also a sample of their success measures and Daily Management Schedule (DMS) for a more holistic documentation.

When properly aligned with your team member, this can be a powerful tool to on-board new employees and help them contribute to their fullest potential.

The templates are in Word documents so you can easily edit them to fit your needs.

 

What’s Inside:

This package contains 4 templates that covers the following:

1.) Accounts Payable/Disbursement Staff’s Roles & Responsibilities, Success Measures, and Daily Management System.

2.) Account’s Receivable/Collection Staff’s Roles & Responsibilities, Success Measures, and Daily Management System.

3.) Purchasing Staff’s Roles & Responsibilities, Success Measures, and Daily Management System.

4.) Accounting and Purchasing Officer’s Roles & Responsibilities, Success Measures, and Daily Management System.

 

Applicable For:

This document is applicable for medium-sized accounting team with 4 members.  Please note the following:

1.) If you have less team members, you many need to combine the different roles in your team.

2.) If you have more team members, you may need to split the other work to your other team members.

 

VERY IMPORTANT: This is just a template designed to guide you and serve as a starting point for your company.  You need to customize the Roles and Responsibilities, Success Measures, and Daily Management System to better fit your own business situation.

Click here to read our FAQs.

 

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