I'm not exactly sure I know what you mean by a year-end fiscal report, but I'll take a stab. Since you're talking about something for year-end, I'll assume you mean that you're getting info together for your annual audit. For out PTO, we have recruited volunteer accountants for the last 2 years who have reviewed our financial records according to some guidelines I adapated from a posting here on this forum. I'll email you the document. It shows the files and info you would need to provide to your reviewer (ex: checkbook, register, monthly treasurer reports, etc.). I just put a notice in our school newsletter in May asking for a parent volunteer auditor. So far, that's worked for us. Other PTO's rely on an independent committee of members to do the audit.

If this isn't what you have in mind, please describe what you envision in your report.

Hi! This is my first year as our PTo treasurer. I have gotten alot of great help in this forum to get up and running! Now, I am interested in any help about preparing a fiscal year-end report. I am starting early, so I know what all I need to do. What kind of information must be in the report, and does anyone have a template that they van email to me?? Thanks ! This email address is being protected from spambots. You need JavaScript enabled to view it.