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Financial Controls and Reporting Integrity

13 minPRO
2/6

Key Takeaways

  • Use rolling 12-month P&L for trend analysis to smooth lumpy transaction-based revenue.
  • Classify marketing, deal costs, and operating expenses consistently—misclassification distorts CPD and profit metrics.
  • Capitalize renovation costs as work-in-progress rather than expensing them in the month incurred.
  • Monthly bank and CRM-accounting reconciliation ensures financial data integrity.
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1.What is operational risk?

2.What is a risk register?

3.What is the Recovery Time Objective (RTO)?