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A question about the role of the board treasurer – is this allowable?
I am posting this for Kelle who asks:
Is it a good idea and even a good crossover for our board treasurer to do day to day bookeeping for our organization?
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2 Replies
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Generally, I would say – NO. They should be serving in an oversight capacity, not doing the day to day work. The only time this might be acceptable is if this was a small baby nonnprofit with no staff, but even then they should find a bookkeeper as soon as it is feasible.
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I was going to ask something similar. There is a small organization that seems to think that their accountant is actually a board member. But…. technically, the accountant is NOT a board member but a paid person on their “team” and can attend board meetings or finance committee meetings but not as a member. They should look for a treasurer to serve in that capacity… But… is it ok for now considering they are small… or … can the same firm have a staff member do the day to day bookkeeping and the owner serve as the “board member”/ treasurer?