CFO Toolkit

McQuadeBrennan advises nonprofits and businesses on a variety of financial matters.  When working with clients on an outsourced accounting engagement we become a key member of our client’s management team.  We are typically asked to perform financial reporting and analysis, assist in budget development, as well as develop formal accounting policies and procedures.

We have consolidated examples of accounting policies we have developed and posted these documents to be available for download.

Accounting Toolkit

Formalize your accounting operations with the proper expense reimbursement and check request forms.

Audit Toolkit

Simplify your auditor selection process and impress your audit committee with our customized RFP template and evaluation forms.

Policy Toolkit

Ensure the managerial, financial, and administrative responsibilities of your organization are functioning properly with the necessary policies, including a record retention policy and gift acceptance policy.

Contact This e-mail address is being protected from spambots. You need JavaScript enabled to view it or This e-mail address is being protected from spambots. You need JavaScript enabled to view it with your questions regarding these business toolkits.  Adnan and Ghaya work closely with our outsourced accounting clients and have assisted in developing many of these forms for our clients.

McQuadeBrennan, LLP intends that these documents be used to assist organizations and companies in improving their accounting department and financial procedures.   Your organization or company should use these documents for creating individualized processes and procedures that translate into your organization’s internal structure. Please consult your accountant or legal advisor as appropriate.