Accounting & Finance

How to prepare the Annual Financial Report: A step-by-step walkthrough for your PTA

How to prepare the Annual Financial Report: A step-by-step walkthrough for your PTA

Preparing a PTA’s annual financial report means accounting for every dollar raised and spent, reconciling accounts to the final month, and presenting the numbers to the board. Follow these steps from Beekeeper to produce a yearly summary that supports IRS forms, protects volunteers, and creates a reliable record for future treasurers.

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