9
THE ROLE OF THE BOARD
TREASURER
The treasurer oversees the collection of dues and assessments, tracks all income
and expenditures, and maintains financial records (the foundation of effective tax
preparation).
As the association's financial lead, the
treasurer supports the CPA by:
• Organizing records to ensure they're complete, up-to-date, and readily available
well ahead of filing deadlines.
• Providing clear documentation to accurately distinguish exempt from taxable
income and properly classify expenses.
• Enabling timely compliance with all filing requirements and deadlines.
In short, the treasurer keeps the books clean; the CPA turns those books into
compliant, accurate tax returns.
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