Accounting Policy Preparation Services
Minimize blunders and maximize accuracy with well documented accounting policies.

Rectify loopholes

Expert review to make the required amendments for efficiency.

Refer Anytime

Well documented accounting policy to refer and use whenever needed.

Maximize Value

Enhance processes, avoid mistakes, and maximize value and returns.

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Perks of CapActix

Why must you invest in the accounting policy preparation and documentation of CapActix?

To run a guided financial and accounting department without adding tight supervision, you need well defined and documented accounting policies. Our highly experienced team of accountants and financial advisors analyze your business accounting processes, financial needs, and future goals. In addition to that, our team will understand the business, industry, market, and niche of your firm to define market trends and shifts that can affect your business accounts. Based on all these elements and factors, our team will define accurate and efficient accounting policies. The accounting policies and procedures will aid your business to run all accounting jobs more optimally without involving CFOs and financial managers. Our team also helps in reviewing and amending existing accounting procedures and policies to give your team a direction to move business finances in the right direction.

Services We Excel At

Our Expertise

At CapActix, we help businesses and manufacturing companies in analysing the accounting processes, exploring best industry practices, preparing suitable policies, and managing proper procedures. We also assist in assigning the job to best training team for implementation of improved policies and procedures.

Critical steps we consider in drafting suitable policies and procedures are as below:

Organizing structure for writing

First of all, the total number of sections or processes like accounts payables, fixed assets and cash, and bank are determined by our team. For a proper understanding of documents and transparent organization, we allocate a unique reference number to each policy and procedure.

Preparing customized templates suitable for your organization

Our services are not meant for any specific business because we understand that every business has its unique arrangements and is different from others and therefore, the company’s accounting policies and procedures are also different. Keeping in mind this, we prepare customized templates for documentation to make writing easy to understand.

Providing clear and good write-ups

The company policies and procedures are read and used by a large number of people with a different set of knowledge, experience, and interests. Some of the people using these policies might not feel comfortable commerce technical jargons. Therefore, at CapActix, we provide you easy to read, bright, and concise write-ups.

Flow charts and graphics

Graphical presentation of information is always appreciated because of its direct practical impact on the mind. These are easy to understand, and the data stays in memory for longer. Therefore, the procedures are plotted as flow chart at CapActix regarding policy reference point. Flow charts are placed in the right place where they need to be present in the policies sections of manufacturing companies.

Incorporation of good internal controls

We believe that the ultimate objective of standardization is setting up an internal sound control over the accounting policies of small companies. Therefore, the goal is kept in mind while drafting policies and procedures. According to the professionals at CapActix, it is essential to review the company policies and procedures at least once a year to check whether they are still valid or not and make changes if required.

Hire At Your Convenience

Hire Dedicated Accounting Policy Experts

Looking for the right guidance to prepare your accounting and financial statements? Hire virtual accounting policy consultants in India to implement the best policies and procedures for your financial information.
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Result-oriented Solution

Explore how your business can enhance accounting processes with efficient accounting policy preparation and procedure documentation:

Instead of following traditional norms, following the best practices that are specific to your business can drive your business accounts error-free and accurately.
A thorough analysis will be carried out for all accounting processes like accounts receivable and payable, cash and fixed assets, banks, and more, and a unique procedure number will be assigned.
Creating tailored and business specific accounting templates to create easy to scan and comprehend accounting policies and procedures.
Crafting straightforward and non-technical documentation to make it easier to understand and implement even by non-technical people.
Designing flow chart and graphical representation of procedure presentation and reference points for simplified memorization of vital policies and procedures.
Assistance in reviewing your existing policies and amending it based on the changing dynamics of business and market.

Prepare Your Financial Statements right. Schedule a free consultation to put our expert accounting policy consultants to work for you.

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How We Help You Stand Out

Key Differentiators

01

Umbrella Services

From devising accounting policies to review of your current policies, documenting the procedures and all other forms of assistance are made available.

02

Expert Evaluation

Skilled financial experts review existing financial processes and data to define the best practices and documents for the effectual use in business.

03

Detailed Documentation

We not just prepare, but also painstakingly document, the accounting policies to help you maximize the impact of having well defined accounting policies.

04

On-demand Assistance

Whether you want a periodic review and amendments of
accounting policies or off-the-shelf service, we are here at your disposal.

We Create Your Ways Digitally

Software We Use

quick books
Accounting CS
sage
Xero
SAP-Business-One-1024x239
Tally_-_Logo-1024x470
Oracle

Our Success Stories

How do our accounting policy preparation services help our clients make accounting processes more effectual, hear it from some of them:

We have used accounting policy preparation services from CapActix to define our major accounting processes and procedures. We really like their approach of investing time in understanding working models and based on those defining custom policies. It gave our team well written instructions to work more efficiently.

Mark Gates CFO

We always believe in keeping well documented protocols to make it simpler for our team to follow. For accounting we had policies, but there were still some gaps, which were causing concerns and lacks in the system. We are glad to take help from CapActix in making changes in the policies as they did a fabulous job.

Alberto Zenteno Finance Department Head

Our CPA firm has several accounting clients and we wanted to define the policies and procedures of financial jobs for all customers. CapActix helped us in defining the procedure documents, plus, the company has crafted pictorial representation for all major policies for clients. It made it easier for our clients to understand and adopt these policies easily.

Susan Ganz Vice President

Our Focused Industries

Industries We Serve

E-Commerce

Small Business Accounting
Shipping & Logistics

Franchise

Hotels & Restaurant

Agriculture

Healthcare

Manufacturing

Real Estate

E-Commerce

Small Business Accounting
Shipping & Logistics

Franchise

Hotels & Restaurant

Agriculture

Healthcare

Manufacturing

Real Estate

Frequently Asked Questions

Accounting Policy Preparation Services FAQs

Unlock Insights and Find Solutions in our FAQ Page for Hassle-Free Knowledge! We have designed the questionnaire to address all your concerns.
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The rules that help companies prepare their financial statements are called accounting policies. Policies can be aggressive and conservative.
The accounting policy consultant prepares and implements accounting policies and documentation.
Accounting policies are essential for small businesses as they provide a guideline and framework for companies to prepare and present their financial statements in line with applicable accounting standards..
It is easy to avail of our outsourcing accounting policy preparation services or hire accounting policy consultants. You can call us and book a free consultation. We will listen to your requirements and suggest a feasible plan and a quote.
We sign a non-disclosure agreement to maintain the confidentiality of your business information.
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