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.
Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.
An outline of weekly and monthly tasks, characteristics of a good PTO or PTA treasurer, and other job requirements.
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!
Even tax-exempt nonprofit organizations need to file a yearly statement with the IRS. With a little decoding, it's not so hard to do.
Do you know how much money you’ll be putting away this year? A springtime budget analysis can help PTO and PTA treasurers make plans for any surplus funds.
Guidelines for how long you should keep bank statements, meeting minutes, and more.
Have you ever considered becoming your group's treasurer? Ask yourself these three simple questions.
How to keep your PTO from being a victim of theft, and advice from groups that have gone through it.
Questions about tax-exemption? Get the scoop on 501(c)(3).
Our comprehensive guide to all of a parent group treasurer's required tasks, plus ready-to-use finance and budgeting forms, worksheets, and reports.
Many problems with check payments can be avoided by having a clear policy in place from the start.
How to build a simple cost model and estimate the start-to-finish finances for your group's new events.
Avoid unnecessary headaches with these practices to keep your assets safe and your records clean and up to date.
These basic bookkeeping procedures will help you keep your PTO budget in order.
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.
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.
A few must-dos to wrap up your finances and close out the PTO or PTA books for the year.
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.