Office and Accounts Manuals – The Detail
The Strategic Partner works with firms to create and maintain their office manuals, including firms with or without Lexcel and other quality kitemarks such as CQS, WIQS and SQM.
Whilst firms with Lexcel will have developed a manual or if a firm has a manual, the issue is often keeping this up to date and not allowing it to become out of date which can happen fast.
In addition to helping a firm draft a manual for the first time, we will also work with firms to update an existing manual, providing appropriate guidance on best practice as necessary.
The Strategic Partner will also help prepare firms for their annual assessments by Lexcel, WIQS, CQS, and SQM or where this is not a requirement for the firm, we will work with you to ensure that the office manual is a true representation of the processes adopted by the firm and that it is understood and kept up to date.
Our Service Includes:
- Developing an office and accounts manual setting out the way in which the firm operates. This will include financial and operational processes.
- A risk and compliance manual setting out how the firm manages risk and compliance with regulations.
- An employee handbook, setting out how the firm manages the staff.
The development of these three core manuals will provide firms with a clear statement of how the firm is run and managed and will also form the cornerstone of a firm’s approach to risk and compliance.
Every firm is different and whilst there may be a commonality of tasks and activity, the documents generated must be bespoke and 100% relevant to the firm itself.
At The Strategic Partner, we will work with firms to create, manage, and maintain their policies and procedures. Whilst there may be some initial work to generate the required documents, once achieved the maintenance is an annual process that is cost-effective, ensuring that the task is completed and the documents remain current.
For more information on our Office and Accounts Manuals services, you can call us on 0203 911 9710 or you can email us at firstname.lastname@example.org, or make an online enquiry.
For more information about our Office and Accounts Manuals service, you can call us on 0203 911 9710 or you can email us at email@example.com.
Other Consultancy Services…