year end
See Strength In Numbers: The Annual PTA or PTO Audit
The annual PTA/PTO financial review (aka audit) is something that often strikes fear into the hearts of many Treasurers and committee members. Many consider this mandatory task a tiresome burden at best or a complete nightmare at worst; but it doesn’t have to be that way. DEVELOP A NETWORK Utilize your local PTA/PTO community to streamline…
Nonprofit Audit Guidelines
Get Started With Non-Profit Your Financial Review or Audit If you do not have a national organization that provides you with Audit guidelines, here are some ideas on how to get started:
Nonprofit Audits & Financial Reviews
Is it an Audit or a Financial Review? The intention is the same, as it is the same process. The difference is in who does it! If a paid tax professional does it, it will probably be called an audit. If unpaid volunteers do it, it will probably be called a financial review. We use…
NonProfit Treasurer's Year-End Checklist
Spring is just around the corner, and that means, for many nonprofit treasurers, it’s almost time to pass the baton to the next treasurer. The way you leave your nonprofit’s affairs will have a huge impact on your successor’s ability to perform his or her job accurately. Will you be retaining the treasurer position for…
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.