who does these tasks?
From: Susan HEDGPETH (hedgpethberkeley.edu)
Date: Sat, 19 Nov 2022 14:03:25 -0800 (PST)
Hi everyone,

Here at Pleasant Hill Cohousing we have one person who does most of the
bookkeeping tasks using QuickBooks, as well as many other tasks that are
not really bookkeeping, such as:

-monitor our business email account and handle or route emails
-check our mailbox and distribute mail as needed
-maintain our computer and printer (e.g. Window updates)
-buy supplies (printer cartridges, checks, deposit slips, paper, envelopes,
stamps, etc)
-assist community members who need a reimbursement or have a vendor invoice
to be paid (i.e., getting the right information together so it can be
approved by the Treasurer)
-each year, work with our bank and the new officers to set them up to sign
checks
-each year, set up new files (folders and labels), archive/move the old.
-every other year, prepare and submit forms to Secty of State

It's really too big of a job for one person to do that plus bookkeeping, so
we are thinking about splitting it up and wondering how other communities
handle these tasks.

Thanks for any info/advice.

Susan
Pleasant Hill Cohousing
Pleasant Hill, CA  (SF Bay Area)
http://phch.org

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