Charles Financial Strategies LLC Manual

This manual provides relevant policies and procedures.

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Course curriculum

1. Biweekly Time Sheet Policy
2. Filling Out Timesheets
3. Biweekly Time Sheet Template
1. Cyber-Training Policy
1. Cybersecurity Capability Statement
1. Data Protection and Privacy Policy
1. Technology Use and Support Policy
1. Communication Protocols Policy
1. Code of Conduct
1. Customer Service Policy
1. Financial Policies and Procedures Policy
2. Invoice Template
3. Reimbursement Form Template
1. Employee Handbook
1. Onboarding and Training Policy
1. Performance Management Policy
2. Instructions for the Performance Evaluation
3. Performance Evaluation Survey
1. Work Hours and Time Management Policy
1. Social Media Policy
1. Quality Control Policy