Holistic School Finance System   7004-01 ZZsch

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                              TO: Interested Schools                                                                         FROM: Jim Bramer, Retired CPA -Auditor 
                                                                                                                                                   FILE: 7004-01/sch

                              RE: Holistic School Finance System                                                 Originated: October 1994


            The following EMAIL message to the Principal of a Christian School might be of interest:


            Subject: XYZ's Holistic Finance System

             Date: xx/xx/xxxx

            From:   Jim@bcidot.org 

                    TO: xxxxxxxxxxx

                                Hi xxxxxxx

                In order to facilitate fuller disclosure of "ALL" "School Client" finances, may I suggest that the Parent Teacher Fellowship - PTF - (plus any other School group handling monies) accounting records and transactions be included within their own portion of the central "School Client" QB System as a Special Purpose Fund (SPFs) item..
                No way am I suggesting that anybody but these groups continue to be in charge of said funds .... my suggestion has to do with the reflection of finance history/bookkeeping and disclosure.
                Further, that the SCRIP financial information regularly flow to the School Board as it regularly needs to be apprised of the entirely of the finances for which they are responsible .... even if these are auxiliaries of the School and a part of the School operations per se.
                Perhaps these reports should be made available to the School Board every quarter and at the end of the School Year.

                    Thanx JRB Fri AM xx/xx/xx xx       


       Please Click Here for a list of more Christian School resources on www.bcidot.org.  This publication originated in October 1994 and was.   UPTD:   March 09, 2012  

ABOUT  US   |  OUR PURPOSE   |  TABLE OF CONTENTS   |  SEARCH  MATTERS  |  HELP DETAILS   |  FUND ACCTG VIA COMPUTERS   |  GLOSSARY