Monthly Account Reconciliation
Description
Section titled “Description”Treasurer reconciles all pack accounts (Broadview Credit Union, PayPal, Square, Venmo) in QuickBooks Online. Prepares monthly financial report for committee meeting.
Schedule
Section titled “Schedule”- Frequency: monthly
- When: Before the committee meeting each month
- Months: Every month
Roles Involved
Section titled “Roles Involved”| Role | Responsibility |
|---|---|
| Treasurer | Owner |