Financial Governance Package

Stop scattering your financial governance across half-finished spreadsheets and disconnected policies. This customisable package gives your organisation a genuine, end-to-end financial system, covering the principles, the day-to-day procedure, who can approve what, and the practical tools your team actually needs to use every week.

Simply personalise the placeholders to reflect your organisation's structure, and you'll have a complete, ready-to-use financial governance system in place fast.

Here's what you'll get:

A fully editable Word and Excel package covering:

• A Financial Management Policy setting out your governing principles, roles, budgeting and risk approach
• A comprehensive Financial Reporting & Records Procedure, covering banking, petty cash, invoicing, fraud reporting, grant-funded expenditure, and audit obligations
• A Financial Delegations of Authority quick-reference table, consolidating every approval threshold in one place
• A ready-to-use Reimbursement / Expense Claim Form
• An Excel Petty Cash & Expense Log with built-in monthly reconciliation

🚀 Give your organisation a complete, professional financial governance system, without the consultant price tag!