I have been the treasurer for my church for the better part of 10 years. It is an important job but one that requires a certain amount of specialized knowledge to do it properly which makes it very difficult to ever move out of the position. Having a firm like OSA&C to step in and do the detailed work allows our church finance committee to focus on making the decisions that are best for the church and not be concerned with the details of the books. What a relief!
William S. Hart, CFP, MBA
Retirement Strategies, Inc.
Our last blog discussed the benefits of “spring cleaning” late in the year and which documents to keep and what you can toss. Having decided what items to purge, your next decision is how to dispose of them. Ask yourself the following questions: Does any government agency regulate the disposal of these records? Is the information sensitive? Some […]
