Are Your Documentation Ducks In A Row?

This free report lays out the do's and don'ts of creating, maintaining, and retaining the forms you work with every day, from both a legal and practical perspective.

Every company is responsible for filing and recording
hundreds of documents required by federal and state laws.
This report includes some of the most common workplace
documents, along with examples of what to write and what
not to write when creating a paper trail.

Read this report and you'll learn:

  • 10 critical documents and how long to keep them

  • the abcs of strong documentation

  • which areas of job interviews should be documented and
    which shouldn't

  • essential facts to include when writing job descriptions

  • proper language to use when writing a performance
    appraisal, including words to definitely avoid if you don't
    want to wind up in a discrimination lawsuit

  • how to write promotion documents that properly convey the reason for choosing some employees over others without
    inviting a discrimination lawsuit

  • steps to maintain proper disciplinary documentation and
    avoid even the appearance of inconsistent treatment

  • Three factors that are critical to a termination document

  • Five questions to ask yourself about your termination
    documentation before firing an employee.

Help your company avoid lawsuits due to poor documentation
by downloading AHI's free report: "Are Your Documentation Ducks In A Row?" You may download this report now. NOTE: Free registration is required.

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Upcoming CPE Webinars

Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.
Aug 28
Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to restrict user inputs to selected choices, but there are many nuances to the feature that often trip users up.