Policies & Procedures Archives - Young Associates

Tag: Policies & Procedures

News, ideas and expertise from the Young Associates team

Banking & Investing, Management
Set policies for purchasing to stay on budget
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Management, Tax & Law
Issue up to date tax receipts by fiscal year end to prep for T3010
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Banking & Investing, Bookkeeping
Try prepaid gift cards in lieu of petty cash
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Bookkeeping
Backup, backup, backup your accounting software!
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Banking & Investing, Governance
Give yourself extra signing officers
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Banking & Investing, Management
Deposit cash regularly
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Management, Tax & Law
Charities ARE NOT legally obliged to issue tax receipts
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Bookkeeping, Data Management, Management
Keep efficient records via standardization and treating data systematically
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Management
Be judicious when discounting prices
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Banking & Investing
Charities: preserving capital is more important than high return
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Bookkeeping
Use a monthly bookkeeping checklist
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Governance
NFPs: schedule your AGM for within 180 days
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