PREPARING FOR THE AUDIT

1. Appoint your proposed Audit Committee (“committee“)

   • Review and follow Audit Guidelines

   • Alternately, you may request that a Diocesan Volunteer Audit Team (“team“) be appointed to complete your audit

2. On approval, prepare an Engagement Letter for your Vestry

   • Review and complete Engagement Letter

   • Provide completed Engagement Letter to your Vestry

3. Locate and prepare Audit documentation

   • Review and follow the Checklist for Churches

4. Coordinate and schedule your Audit date

   • Send audit date reminders to your committee or team

   • Make necessary documents available to your committee or team

PERFORMING THE AUDIT

1. Prepare the Committee (or Diocesan Volunteer Audit Team)

   • Advise all involved that audit information is strictly confidential

   • Committee reviews the prior year’s audit, findings, and recommendations

   • Committee reviews the prior year’s Vestry minutes

2. Either, download and print the 2024 Audit Form & Internal Controls Questionnaire

   1. Internal Controls Questionnaire

   2. Audit Form

   3. Audit Committee Certification

3. Or, click below to complete the 2024 Audit Forms online:

   1. 2024 Internal Controls Questionnaire

   2. 2024 Audit Form

   3. 2024 Audit Committee Certification

4. Committee interviews Treasurer

   • Download and review Notes for Internal Controls Questionnaire

   • Interview Treasurer

   • Complete the Internal Controls Questionnaire

5. Committee reviews all Documents

   • Download and review Notes for Audit Form

   • Review prepared Documents

   • Complete the Audit Form

6. Committee reviews Church Policies and Procedures

   • Complete the Audit Committee Certification

7. No later than September 1st, 2024, send all forms to Diocese

   • Jill Sallin, Canon for Administration
     Episcopal Diocese of Montana
     P.O. Box 2020
     Helena, Montana 59624

8. Vestry performs post-Audit review

   • Provide Vestry copies of Audit Form and Audit Committee Findings

   • Vestry reviews Audit process

   • Vestry completes Vestry Response to Audit 

   • Vestry maintains copy of its response in its records