[Board] Financial Report

[Tyler Mitchell (OSGeo)]

I agree with Jeff that it should be something more regularly reported on, briefly monthly and/or a bit longer on a quarterly basis.

Frank is technically treasurer, but hasn't be able to do it for a long while, he has been looking for someone to replace him - any takers?  It means mainly working with me to run/review some reports from our online quickbooks system and presenting them for approval to the board.

I have engaged an accountant to help do highest level year end reporting, eg. for IRS, and I'll line up a bookkeeper to help on the day to day side shortly, since that all has to be updated to feed into the monthly report idea.

Hope that answers your questions.  Holler if you have more.

Tyler

----- Original message -----
> Board,
> 
> I have several points related to financial reports:
> 
> - we need a brief financial report for the AGM
> 
> - we also need a brief financial report for each monthly Board meeting. 
>     (current balance, previous balance, activity from last report) This 
> "Financial Report" should be listed on every monthly Board meeting 
> agenda by default
> 
> So, who is our "treasurer" or "chief financial officer"?   Who is 
> responsible for providing these very brief reports each month?
> 
> I feel this is important and we are lacking this.
> 
> -jeff
> 
> 
> 
> 
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