Financial Oversight 101

How can our organization ensure that our bookkeeping is accurate, understandable, usable, and free from errors or fraud? With regular oversight by key staff and board members. In this session, we will break down the exact reports to review from your accounting system, who should be reviewing them, at what frequency, and what they should be looking for.

Content includes:

• Purposes of reviewing financial reports
• Overview of the most important reports to generate from Quickbooks or other bookkeeping system
• Breakdown of reports that should be reviewed by key roles (i.e., Executive Director, Board Treasurer), at what frequency, and what to check for

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