Guidelines for how long you should keep bank statements, meeting minutes, and more.
An outline of weekly and monthly tasks, characteristics of a good PTO or PTA treasurer, and other job requirements.
A few must-dos to wrap up your finances and close out the PTO or PTA books for the year.
Our comprehensive guide to all of a parent group treasurer's required tasks, plus ready-to-use finance and budgeting forms, worksheets, and reports.
Have you ever considered becoming your group's treasurer? Ask yourself these three simple questions.
Easy-to-use, web-based software that takes the stress out of treasurer tasks like account reconciliation and budget creation.
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).
Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.
Even tax-exempt nonprofit organizations need to file a yearly statement with the IRS. With a little decoding, it's not so…
Many problems with check payments can be avoided by having a clear policy in place from the start.
A yearly audit is a key safeguard for your money and a planning tool for the year ahead. Think of…