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Spreadsheet

PTO / PTA Annual Financial Review

The workbook a review committee actually works through: an eligibility check that disqualifies anyone who signs checks, is related to a signer, or handled money this year; a 21-step review checklist; twelve months of bank reconciliation that refuses to agree when it should not; a fundraiser tab that flags any cash event counted by a single person; and a findings sheet, because a review that finds nothing usually means nobody looked.

  • Committee independence check with automatic disqualification
  • 21-step review checklist and monthly reconciliation
  • Findings and recommendations to present to the membership

Download your workbook

Supports an internal review by your own volunteers. It is not an audit as an accountant would use the word, and it is not accounting or tax advice — groups above certain revenue thresholds may be required to engage a professional.

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