Financial management and accountancy




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Tool
Dividend calculator Dividends are often declared in private companies because it's tax-efficient for the owner-directors to be remunerated this way. However, there are times when you may need to justify the amount paid. Funding requirement Dividend v... Read more
02 Jan 2013
Credits: 1
doc
Checklist
Internal control checklist One of the keys to improving profits is reducing leakage through inefficient processes and managing undue risks in the business. As an accountant it's your responsibility to establish and maintain internal controls. Key ques... Read more
02 Jan 2013
Credits: 1
xls
Tool
Tax reconciliation report Quite often, the figure given by the company's tax advisors is different to your provision for Corporation Tax (CT) in the management accounts. How do you go about reconciling the two numbers? Tax treatment If there's a signif... Read more
02 Jan 2013
Credits: 1
doc
Letter
Pension contribution confirmation Employees' contributions into their company's pension scheme are normally collected through the payroll each month. If your company also makes a contribution, that has to be worked out for each individual and paid over... Read more
02 Jan 2013
Credits: 1
xls
Tool
Critical success factors plan It can sometimes be extremely difficult to get everyone in the finance team pulling in the same direction and focusing on the true essentials. That's where a critical success factors (CSFs) plan can help. Critical succes... Read more
02 Jan 2013
Credits: 1
doc
Miscellaneous
Organisation chart Accountants are often also line managers, leading a team of accounting staff. Your accounts department will be responsible for the timely and accurate processing of thousands of transactions, even in a small business. But whatever ... Read more
02 Jan 2013
Credits: 1
doc
Letter
Advance of salary letter Paying an employee a salary advance is something you probably discourage. However, you may need to do this from time to time, particularly with new starters. What documentation will you need to ensure your business can automa... Read more
02 Jan 2013
Credits: 1
xls
Tool
Evaluating the finance function If you've been asked to justify the number of staff in your accounts department and want to understand how much value they're adding, you'll need to record the time spent by your team on the different finance functions an... Read more
02 Jan 2013
Credits: 1
xls
Tool
Audit preparation schedule One of your busiest times will be the annual audit. Good preparation for the auditors makes a big difference to the time they take and the amount of disruption suffered by the finance team and the company's management. As au... Read more
02 Jan 2013
Credits: 1
xls
Tool
Corporation Tax computation Most businesses show a monthly provision for Corporation Tax (CT). Usually this is calculated as a percentage of profit before tax (PBT). If you want a figure closer to what the actual tax charge might be, you'll need to mi... Read more
02 Jan 2013
Credits: 1