| Structural Design/Setup | | | | | |
| Design, Test, Formalize and Document all Fixed Asset workflows | | | Y | | |
| Review/Verify, Adjust/Create & document SOPs for all Fixed Asset processes. | | | Y | Y | |
| Analyze, Test & Recommend internal controls/checks & balances | | | Y | Y | |
| Is there a 3rd party Fixed Asset application connected? | | | Y | Y | Y |
| Review & recommend/create a Fixed Asset Checklist - W/M/Q/Y | | Y | Y | Y | |
| Is there a Capitalization Policy? Does the process follow the Capitalization Policy? | | Y | Y | | Y |
| Is there a Capital Expenditure/Remodel planned in the next M/Q/Y | | Y | Y | | |
| Design & implement metrics to measure trends & catch inefficiencies. | | Y | Y | | |
| Train, coach, counsel, mentor, manage Accounting Lead | | | Y | Y | |
| Procedural Design/Setup | | | | | |
| Are Fixed Asset additions in compliance of the Capitalization Policy? | | Y | Y | Y | Y |
| New Additions & Disposals correctly categorized and verified? | | | | Y | Y |
| Depreciation & Amortization calculated & posted? | | | | Y | Y |
| Is the 'external' Fixed Asset register tied to the GL? | | Y | Y | Y | Y |
