Staff

Chapter Playbook: New Resources Added This Week

Written by Justi Folladori | 5/21/21 1:32 PM

State and Local Chapters should have a financial review process, whereby an annual audit or review by a Certified Public Accountant (CPA), or a review by a volunteer committee occurs to evaluate the financial policies and accuracies of financial reporting. 

Ideally, Chapters would require and obtain an annual audit by a qualified CPA. If your Chapter is looking to retain a CPA, the Chapter Playbook now includes a draft request for proposal (RFP) to retain a CPA! 

Simply download the "NAIFA Model Certified Public Accountant RFP" and customize for your Chapter's needs and wants!