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Financial services templates

10
templates
Effortlessly manage your financial operations with Lumiform’s specialized templates. Keep track of assets, ensure compliance, and streamline your financial processes.
This due diligence checklist is really helpful if you want to determine wether to buy a company or not. It features all information that you should think about.
This financial due diligence checklist can be used by accountants or financial advisors to assess the financial standing of a business.
Review with this fraud risk factors checklist template the effectiveness of your organization's existing anti-fraud controls.
Use this checklist to monitor the effectiveness of anti-fraud processes controls in place, and if the culture of honesty and ethics are being practiced by employees.
Use this SOX compliance checklist template to check whether all requirements are met and in which areas non-compliances exist.
Use this operational due diligence checklist to review the operations of your business: customer patterns, competitors, business marketing and analysis, and perception.
Keep an eye on your expenses and record them with this free petty cash log template.
Use this simple petty cash record sheet to accurately capture all petty cash expenses so everything stays trackable.
Use this SOX audit checklist template to verify that security controls have been implemented - in particular, that company Section 302 compliance has been adopted.
Use this vehicle damage assessment form to costumize vehicle repair-work.

Lumiform’s financial services templates

Financial services templates can help you manage a variety of tasks with greater efficiency and accuracy. Whether you need to perform asset inventories, conduct FHA appraisals, complete financial due diligence reports, or assess PCI compliance, these templates provide the structure and support necessary to streamline your operations. By using Lumiform’s financial services templates, you can ensure that all critical financial processes are meticulously documented and meet industry standards. These templates are designed to simplify complex financial tasks, reduce the risk of errors, and help your team maintain high levels of compliance and operational excellence. From managing assets to ensuring regulatory compliance, Lumiform’s templates offer the tools you need to optimize your financial services workflow.  
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