Bring more efficiency to cash management with our updated forms.
Accepting payments by credit card is a step that can increase your income. Our new guide will help you understand the benefits and risks, the how-tos, and more. (Free; registration required.)
#PTObootcampAn important part of the planning process is to create a budget. Here are the nuts and bolts of setting up a good parent group budget.
Would you make a good treasurer candidate? Ask yourself these 3 key questions to see if you have the basic skills.
Could your group use some more money smarts? Our 10 tips can help with your budget, record-keeping, and more.
Budgeting makes all of your financial decisions easier. Follow these steps to create a budget for your PTO, even if you've never had one before.
With Finance Manager software, now any parent volunteer can easily manage funds, customize a budget, and monitor spending. Try a free 30-day trial today!
How to keep your PTO from being a victim of theft, and advice from groups that have gone through it.
These basic bookkeeping procedures will help you keep your PTO budget in order.
How to build a simple cost model and estimate the start-to-finish finances for your group's new events.
You want to make the money you raise count for the school and the kids. Set up these six checks and balances to reduce errors and the risk of loss.
A yearly audit is a key safeguard for your money and a planning tool for the year ahead. Think of it as a "year in review" for your finances.
Our comprehensive guide to all of a parent group treasurer's required tasks, plus ready-to-use finance and budgeting forms, worksheets, and reports.
Avoid unnecessary headaches with these practices to keep your assets safe and your records clean and up to date.
Many problems with check payments can be avoided by having a clear policy in place from the start.
If the fees are piling up or there's a limit to the number of transactions you can make each month, it might be time to look for a better checking account at a new banking center. Keep a few basics in mind when you do.
Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.
Theft from PTOs and PTAs doesn't happen because there's a criminal in your midst. It happens because need meets opportunity—opportunity you can and should prevent.
Tighter school budgets mean parent groups are asked to fund more and more items that used to be paid for by the administration.