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A Guide to Congregation Audits

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All congregations are required to perform an annual audit of their financial activities.  Completed audits are due to the Diocesan Office by September 1 of the year following the audit year.  Audits for the 2023 year are due by September 2, 2024 (September 1 is a Sunday).  Completed audits should be sent to John Edgar at [email protected] or by mail.

Churches may hire a Certified Public Accountant to conduct an independent audit or they may appoint an audit committee of parishioners to complete the audit.  If a church appoints an audit committee to complete the audit, they must follow the procedures established by the Diocese of Southwest Florida.  Those procedures for the current audit year are found below:

Committee Audit Guidelines – English (PDF)

Committee Audit Guidelines – English (Word)

In person and online audit workshops were held in late January and early February of 2024.  You can watch the recorded online workshop by clicking on this link.  The slides from the workshop can be found at this link.

Last Updated: 2-15-24