Finance Policy and Manual

A consulting-deliverable skill: it produces a standalone organisational document, not a business-plan section. It owns the document's structure, the consulting workflow, the parameter-setting, and the East African regulatory framing — and it pulls every accounting treatment, control, and statutory touchpoint from the finance engine at chwezi-accounting-doctrine.

Use When

• A client needs a Financial Management Policy, Finance & Accounting Manual, Accounting Policies & Procedures Manual, internal-controls / segregation-of-duties framework, grants / fund-management manual, or a finance-adjacent procurement policy.
• Responding to an RFP/EOI for "development of a financial management policy / accounting manual."
• Reviewing, gap-auditing, or updating an existing manual against current practice and standards.

Do Not Use When

• Writing a business-plan financial section — use pipeline/10-financial-projections.
• Answering a single accounting-treatment question — go straight to the relevant finance-engine SKILL.md.
• Producing a pure HR, IT, or legal manual with no finance content.

Required Inputs

Entity type (NGO/CSO, SME, SACCO/cooperative, donor-funded project, public/LG-adjacent body); legal form, registration (URSB/NGO Bureau), and funding model (donor-restricted, own revenue, mixed); reporting framework (IFRS, IFRS for SMEs, or modified-accrual public-sector); any existing manual/policies; board and committee structure; accounting software and chart of accounts in use; jurisdiction (default Uganda); named approver/owner. Never fabricate these — ask.