Financial Policies and Procedures Development

If your team’s asking, “What should I do with this invoice?” or “Do we need approval before spending this?”—you’re overdue for some structure.

Our Financial Policies and Procedures Development service helps you create clear, simple rules around how money flows in and out of your business. So people stop guessing, mistakes go down, and your team actually feels confident handling day-to-day finances.

No corporate jargon. No bloated manuals. Just practical systems your business can follow.

Why Policies Matter

You don’t need to be a giant company to set financial rules. Even a small team can run into:

• Missing receipts

• Unclear roles around spending or approvals

• Duplicate payments

• Untracked reimbursements

• Sloppy vendor setups

• Tax problems caused by messy records

We help you fix the chaos before it becomes a liability—or a tax issue.

What We Help With

We work with you to build financial policies and procedures that fit your team and how you work.

Here’s what that can include:

• Expense approval workflows

• Reimbursement policies

• Bill payment processes

• Invoicing procedures

• Month-end close checklists

• Roles and responsibilities around money

• Internal controls (so one person doesn’t do everything)

• Recordkeeping guidelines

• Vendor onboarding and W-9 collection

• Payroll timelines and documentation

You’ll end up with a playbook that answers all the “how do we handle this?” money questions.

Real-World Benefits

One client in Portland had constant delays with bill payments because no one knew who had to approve what. We helped them build a simple 2-step approval process and set up auto-reminders in their accounting system. No more missed payments—and way less back-and-forth.

Another in Seattle needed better controls after a team member accidentally reimbursed themselves twice. We created a policy with checks in place. Problem solved.

Tailored to Your Business

This isn’t a giant policy binder no one will read. We write policies in plain language, focused on what your team actually does.

We help:

• Solo business owners who want to prepare for growth

• Teams of 3–15 who are outgrowing “just ask the owner”

• Growing nonprofits with boards and grant reporting needs

• Any company where multiple people touch the money

Whether you’re handing off tasks for the first time or building for the long run, we’ll create structure that makes life easier.

Tools We Use

We can plug your procedures into:

• QuickBooks Online

• Gusto and payroll tools

• Google Drive or Dropbox (for storing docs)

• Task apps like Asana or Trello (for month-end workflows)

• Your team handbook or training guides

Everything stays simple, documented, and easy to update later.

Seattle-Based. Helping Teams Anywhere

We’re local to Seattle, support clients in Portland, Memphis, and build systems for teams across the U.S. All meetings and reviews can be done remotely—we’ll work through your current process and build a better one together.

Let’s Build a System That Works Without You Babysitting It

Good financial procedures don’t slow you down. They speed you up, reduce confusion, and keep your business safer.

We’ll help you build a clear, lightweight set of rules so your team knows what to do—and you can stop being the only one who knows how everything works.

Flat fee setup. Simple language. Real structure.