Financial Review Resources 

Financial Review Reminders


​** A complete financial review consists of an AUDIT REPORT, AUDIT RECOMMENDATIONS SHEET, and an AUDIT CHECKLIST. (YOU MUST TURN IN AN AUDIT CHECKLIST WITH financial reviews TO BE COMPLETE.)
  
** All financial reviews are required to be completed by an FINANCIAL REVIEW COMMITTEE which is two or more people (minimum of two signatures on financial review) or by a professional accountant.  
** All financial reviews must be approved by the executive board and the association. Dates of approval should be recorded on the audit forms.  
** Scan and email, or upload to ptez under documents and email to let us know, copies of all 3 sheets with signatures to turn in audit. Again, all 3 sheets must be together to be considered complete.  
** If you do not have an financial reviewer, email [email protected] to have your review completed.  

PLEASE REMEMBER TO INCLUDE THE FINANCIAL REVIEW ADOPTION DATES FOR BOTH EXECUTIVE BOARD AND ASSOCIATION.  
** If council does your financial review, that does not mean it is completed and turned in.  Please adopt the financial review with both the executive board and the association. Record the dates on financial review and turn in to council.   

IF YOU TURN IN YOUR FINANCIAL REVIEW BEFORE HAVING IT ADOPTED, PLEASE EMAIL THE ADOPTION DATES ASAP.

Need More Help?

For Financial Review questions please email:
​ [email protected]