Audit

Planning the Audit

Confirm that you are suitable for performing the audit.
Assess the size of the audit.
Identify potential mistakes.
Build an audit strategy.

Conducting the Audit

Give advance notice.
Verify that all outgoing checks were properly signed, accounted for and posted to the correct accounts.
Ensure that all deposits were properly posted.

Auditing Financial Statements and Reports

Review all financial statements.
Ensure compliance with all state and federal requirements.
Review all the treasurer’s reports.

Completing the Audit and Making Recommendations

Complete the financial review worksheet.
Suggest improvements to internal controls.
Determine your audit opinion.
Submit your signed document.