Engagement
Expense policy gap review
Compare your claim and disbursement rules with how staff actually submit and approve expenses for a fund.
Purpose
When claim forms, travel rules, and approval matrices disagree with day-to-day practice, boards hear about problems too late. This review maps the written policy against a sample of recent claims and notes where wording, thresholds, or dual-approval steps are unclear.
Deliverable
You receive a gap memo organised by policy clause, with suggested wording fixes and a short training note for claim preparers. It is designed for finance and HR to act on together — not a full fund expense audit.
Ask about this engagement
Share the fund period and any donor restrictions. We will propose a sampling plan and fee range.
Request a brief