Exelient Accounting Team Handbook

Welcome to the official Exelient Accounting Operational Policies.

These policies define how our distributed team works together.
The goal is to ensure:

All team members are expected to read and follow these policies.

Policy Structure

Each policy follows a simple structure:

This handbook includes the following operational policies:

Working Hours Policy – Defines standard working schedules and availability expectations
Leave and Vacation Policy – Rules for requesting and approving leave
Overtime Policy – Guidelines for overtime and weekend work
Daily Work Reporting Policy – Requirements for logging work in Jira
End-of-Day Update Policy – Daily summary of completed work and next steps
Communication Policy – Internal communication expectations
Client Data Confidentiality Policy – Protection of sensitive client financial data
Monthly Client Work Cycle Policy – Standard workflow for monthly accounting tasks
Jira Task Structure Policy – How tasks should be organized and tracked in Jira
Quality Control and Review Policy – Ensuring accuracy in accounting work
Process Compliance Policy – Expectations for following company processes
Client Communication Policy – Standards for professional client interaction

These policies may be updated as the company grows.