Finance & Accounting · Financial Reporting & Analysis — process & procedure

Prepare year-end financial statements for external audit and review.

Frequency

Daily

Estimated time

15 min

Owner

Andrew

Step-by-step instructions

1Review the current state of "Prepare year-end financial statements for external audit and review" against how it should look.
2Complete the work in the order the team agreed on, without skipping checks.
3Record what was done — quantities, names, times — wherever the team keeps records.
4Confirm the result with the functional area owner and close it out.

Exceptions are handled by the owner listed above. Note the exception in the daily log so the next shift sees it.

Still being documented.

Every procedure like this one came out of guided conversations with the people who do the work. Start yours and watch the blueprint build itself.