PTA Financial Review

A financial review is a formal examination of the financial books and records of the financial officers of the PTA. It serves to certify that receipts and expenditures, as authorized in the minutes, are in conformity with bylaws, standing rules, and budget limitations. The PTA financial review serves as an official examination of the financial records conducted by the financial reviewer, appointed financial review committee, or paid professional auditor at the times specified in the bylaws and when there is a change in financial officers.

Financial Review Schedule
Purpose of a Financial Review
Preparation for a Financial Review
Financial Review Procedure and Recommendations
Financial Review Report

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