Guidelines for how long you should keep bank statements, meeting minutes, and more.
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.
An outline of weekly and monthly tasks, characteristics of a good PTO or PTA treasurer, and other job requirements.
Easy-to-use, web-based software that takes the stress out of treasurer tasks like account reconciliation and budget creation.
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.
Many problems with check payments can be avoided by having a clear policy in place from the start.
These basic bookkeeping procedures will help you keep your PTO budget in order.
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.
Questions about tax-exemption? Get the scoop on 501(c)(3).
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.