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Managing Pūtea

When a committee is formed, and office holders elected, one of the first tasks to be undertaken by the Treasurer is to develop a good accounting system.  The ideal book-keeping system should be simple enough to allow you to keep records up to date with minimum effort while providing the necessary information to run and control the organisation.

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Managing Pūtea

The Treasurer has a watchdog role over all aspects of financial management, working closely with other members of the Management Committee to safeguard the organisation's finances.
A good treasurer will:
  • be capable of handling figures and cash;
  • have an orderly mind and methodical way of thinking;
  • have experience in dealing with large sums of money and budgets;
  • have experience of financial control and budgeting;
  • have an eye for detail;
  • be available to be contacted for ad hoc advice;
  • Manage bank accounts
    • Present regular reports on the organisation's financial position





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  • Role of Treasurers, Report to Marae Committee and other Best Practices
  • Template for invoicing and receipts
  • Cashbook or accounting systems (Xero and Others)
  • Auditing Process
  • IRD Status application for charities tax free
  • Link to budget advice services and links.  Helen Adams - Kaitaia Budgeting Services (Te Rarawa)