• A question about the role of the board treasurer – is this allowable?

    Posted by Ruth.McCambridge on May 22, 2023 at 12:31 pm

    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?

    Lynna replied 12 months ago 3 Members · 2 Replies
  • 2 Replies
  • Kendell

    May 25, 2023 at 12:21 am

    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.

  • Lynna

    May 25, 2023 at 10:28 am

    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?