BPR Sun- Kits


Business Process Reengineering (BPR) has many objectives, such as:

  • Eliminating redundant procedures to  consolidate job descriptions
  • Redesigning company procedures to achieve better quality to customers, employees and executives in their daily reports
  • Aligning short-term with long-term goals, and getting the most out of the software you are already paying for
  • Assesses whether you have outgrown your software, and comparing upgrades before purchasing and implementing the conversion.

Generic templates are provided. Please book a consultation if you would like these to be customized to your business. For more info on the 4 phases of BPR Sun, please use this link:

Reimbursement Kit

The Reimbursement Kit. Is intended for companies handling internal transfers converting from sole proprietor or partnership to incorporated business, such as C or S-Corporations. Once a business is incorporated, the personal and business transactions can no longer be mixed as freely. If reimbursements are not properly proven, a company may loose their corporate status and its limited liability.

  • There are 6 sets of documents
    • Accountable Plan
    • Mileage Reimbursements
    • Home/Office Expense Reimbursements
    • Bus. Reimbursements
      • When pers. accounts were used for partial or 100% bus. expenses
    • Pers. Reimbursements
      • When bus. accounts were used for partial or 100% pers. expenses
    • Multiple Reimbursements
  • The process:
    • Mark “R” with a circle around it (receipt & register), if there is mix between bus./pers. transactions & Accounts
    • Track these “R” receipts into the reimbursement logs
    • Total up these reimbursement logs monthly on the “Multiple Reimbursement” sheet
    • Transfer funds to/from the bus./pers. accounts for the net reimbursement amount on the “Multiple” Reimbursement sheet
  • How do you pass an audit?
    • It is customary to do reimbursements no later than 120 days from the business transaction. Otherwise, the reimbursement may not be considered timely.
    • So long as the reimbursements are being tracked, and an attempt is made to separate bus./pers. expense, auditors will be more reasonable with you, than not having an Accountable Plan & reimbursement system in place.

Generic templates are provided. Please book a consultation if you would like these to be customized to your business.

Bookkeeping Kit

The Bookkeeping Kit is intended to be able to pass an audit with your receipts and expanded check registers.

  • There 5 sets of documents
    • Chart of Accounts (Ex: Service, Inventory, Digital industries)Blank Registers (Ex: Cash, Pers./Bus. Checking, Pers./Bus. credit cards)Blank Recurring Transaction Sheet (for monthly/annual charges)Blank Income Statements (monthly & annual)
    • Blank Bank Reconciliation Sheet
  • The process:
    • Use chart of accounts to write on each receipt and log in the registers
    • Add up the receipts to input the monthly income statements
    • Add up the monthly income statements to get the annual income statement (for tax purposes)
  • How do you pass an audit?
    • Always keep the registers, they will serve as your general ledger
    • File all receipts and statements by month, they will serve as your audit trail

Generic templates are provided. Please book a consultation if you would like these to be customized to your business.

This Bookkeeping Kit can also work with Microsoft Excel and/or an accounting software, such as QuickBooks. Please book a consultation if you would your business to be setup in your accounting system, to work alongside this Bookkeeping Kit.