General Company Proposal
Accepted on: January 31, 2017, 8:01pm
Proposed by: Brian Robertson
Made changes to: Bookkeeper Liaison
Name changed:
Bookkeeper LiaisonOut-of-Controller
Purpose changed:
- Getting out of control financial processes under control, and keeping them there
Accountability removed:
- Triaging questions and requests from outsourced @Bookkeeper
Accountability removed:
- Removing obstacles to partners and outsourced @Bookkeeper working together effectively
Accountability removed:
- Defining projects to help track progress of outsourced @Bookkeeper resolving exceptional issues
Accountability removed:
- Investigating service issues and taking steps to align expectations or service levels with outsourced @Bookkeeper
Accountability removed:
- Communicating updates and changes to shared bookkeeping processes
Accountability removed:
- Processing tensions to improve shared processes with outsourced @Bookkeeper
Accountability added:
- Defining, implementing, monitoring, and improving processes to handle all basic financial transaction processing needs, including for payments, collecting funds, and reconciliations
Accountability added:
- Selecting, monitoring, and managing outsourced relationships to fulfill basic bookkeeping needs
Accountability added:
- Implementing special projects requested by @Finance to improve financial systems and policies
Accountability added:
- Processing needed financial registrations and tax filings required of the organization
Made changes to: Finance
Accountability removed:
- Creating and maintaining lightweight reality-based financial projections as-needed to support other roles
Accountability removed:
- Processing needed financial registrations and tax filings required of the organization
Accountability removed:
- Defining accounting standards and financial transaction processing procedures for the organization