Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.
Does your head spin thinking about the IRS and tax-exemption? Our free webinar covers the whats, whys, and hows and answers a ton of frequently asked questions.
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A to do list of PTO and PTA treasurer duties and tasks for the whole 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.
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Would you make a good treasurer candidate? Ask yourself these 3 key questions to see if you have the basic skills.
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An outline of weekly and monthly treasurer duties, characteristics of a good PTO or PTA treasurer, and other job requirements.
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Bring more efficiency to cash management with our editable Excel forms.
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An 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.
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Accepting payments by credit card is a step that can increase your parent group’s income. Our guide will help you understand the benefits and risks, evaluate costs, and more.
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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.
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Guidelines for how long you should keep bank statements, meeting minutes, and more.
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How to prevent theft—and what to do if it happens to you.
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Avoid unnecessary headaches with these practices to keep your assets safe and your records clean and up to date.
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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.
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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.
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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.
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