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Financial
Management
A Toolbox for Keeping Track of Your Families FutureContents
The Colorado Society of Certified Public Accountants (CSCA) is the statewide,
notforprofit, professional association
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What is financial management - cocpaorg?
Financial management refers to the planning, organizing, directing, and controlling of financial activities within an organization to achieve its financial goals.
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Any organization or individual who is responsible for overseeing financial activities and decision-making within an organization is required to file financial management records.
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To fill out financial management records, one must gather financial information, analyze it, and report on it in a clear and concise manner.
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The purpose of financial management is to ensure that an organization's financial resources are effectively and efficiently utilized to achieve its goals and objectives.
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