You don't have to be a financial wizard to be a treasurer, but you do need to know how to balance a checkbook. The situation you describe is a significant risk for your group and needs to be addressed. My guess is that your treasurer needs some training and help getting organized. Maybe your previous treasurer can help her set up records and files? Or perhaps you have a parent with bookkeeping experience who could help her. Another option is to appoint an assistant treasurer who is more organized. One thing that might help is our PTO Treasurer's Toolkit. It walks a treasurer through the job step by step and includes all of the forms you need to get organized. You can also find resources on our treasurer topic page.
- Craig
Links in this post:
PTO Treasurer's Toolkit: https://www.ptotoday.com/treasurers-toolkit
treasurer topic page: https://www.ptotoday.com/treasurer