PCSDA.org

Growing Healthy, Disciple-Making Churches

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    • Locator
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  • Officers
    • President’s Office
    • VP for Administration
    • VP for Finance
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      • Potomac Conference Corporation Education Foundation
      • Takoma Park Adventist Education Planning Commission
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    • Resources / Info
  • Volunteer Min.
    • Child Protection Program
    • Church/School Treasury
    • Membership & Statistics
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    • Potomac Pastors Podcast
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Church/School Treasury

The Treasury Department supports the Mission to “Grow Healthy, Disciple Making Churches & Schools” by assuring wise financial management at each church & school. The Potomac Conference Corporation Treasury Department is committed to serving God and providing the best customer service to its constituents. In doing so, you will notice that we have uploaded several useful forms for you to utilize.

  • Financial Review
  • Insurance
  • Jewel
  • Resources/Forms

Welcome to the Potomac Conference Corporation Auditing Department. The Auditing Department serves as a resource for the local churches and schools by providing assistance to the treasurers and troubleshooting issues for the Church Jewel Software. The Auditing Department performs financial reviews of all entities within Potomac Conference Corporation territory on an annual/bi-annual basis.

Documents Needed For Your Financial Review

Bank Statements(For All Accounts)
Bank Reconciliation Report(For All Accounts)
Bank Loan Information
Tithe Envelopes
Deposit Slips
Check Stubs(including VOID checks)
Receipts/Invoices
Monthly Remittance Reports
Year-end Financial Report
Year-end 1099 Forms
IRS document showing Federal Employer Identification Number(FEIN)
A current Jewel/QuickBooks Database Back-up
A list of all current Church/School Board Members(Name & Address)

Manuals

NAD Church & School Accounting Manual

Record Retention

Church Record Retention List School Record Retention List

Miscellaneous Items

Role of Treasurer Sample Check Request Form Sample Offering Count Sheet
Adventist Risk Management

Insurance Claim Forms

All claims should be submitted directly to the Potoamc Conference Office within 24 hours of any incident or damage to your property, auto, or person. Please submit all completed claim forms to Bob Gainer at bobg@pcsda.org. If you have any questions regarding your claim, please feel free to contact us at 540-886-0771 ext. 227.

Automobile Claim Form Equipment Breakdown Claim General Liability Claim Form Property Claim Form

Insurance Policy Summary

Automobile Equipment Breakdown General Liability Property

Safety Officer

Church Safety Officer Description Church Self-Inspection Form School Safety Officer Description School Self-Inspection Form Camp Self-Inspection

To assist you in understanding the Jewel Accounting Software a little bit better, we have created some short tutorial videos to assist you. If you are in need of additional assistance, click on the Jewel Assistance button below and provide a brief summary.

Jewel Training VideosJewel AssistanceOrder Jewel Software
Order Form - English Tithe EnvelopeOrder Form - Spanish Tithe EnvelopeRemittance FormsCURF - Columbia Union Revolving FundAdventist Risk ManagementNAD ResourcesChurch Law InfoChurch Enrollment - AdventistGiving

Potomac Conference Corporation 
of Seventh-Day Adventists®

606 Greenville Avenue
Staunton, VA 24401

P 540 886 0771
F 540 886 5734

Forms Worker’s Report

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© 2023 Potomac Conference Corporation of Seventh-Day Adventists     Privacy Policy

    • About Us
      • Locator
      • Mission, Vision & Values
      • Online Giving
      • Give to Cultivate: Evangelism & Church Planting
      • Contact Us
    • Officers
      • President’s Office
      • VP for Administration
      • VP for Finance
    • Ministries
      • Adventist Community Services
      • Camp Blue Ridge
      • Communications
      • Education
        • Potomac Conference Corporation Education Foundation
        • Takoma Park Adventist Education Planning Commission
        • Takoma Academy Preparatory School
      • Human Resources
      • LivingWell
      • Ministerios Hispanos
      • Pastoral Ministries
      • Prison Ministries
      • Religious Liberty
      • Special Needs Ministry
      • Stewardship & Planned Giving
      • Youth Department
    • Employees
      • Activity Log
      • Anonymous Counseling Program
      • Conference Directory
      • Conference Email
      • Emergency Preparedness
      • Forms & Policies
      • Human Resources
      • Immigration Information
      • Resources / Info
    • Volunteer Min.
      • Child Protection Program
      • Church/School Treasury
      • Membership & Statistics
      • Past Events: Media
    • Stories
    • Podcast
      • Potomac Pastors Podcast
      • Potomac People Podcast
    • Events
      • Calendar
      • Sligo By The Sea
      • Town Hall Meetings