Finance Manager

Win a 1-Year Subscription!

Keeping track of your group's finances has never been easier. To kick off the launch of our all-new Finance Manager, accounting software for parent groups, we're giving away five one-year subscriptions.


What Every Treasurer Should Know

Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.

Free Electronic Payments Guide
Online Payment Processing Guide for PTOs and PTAs

Significantly Increase Your Group's Income With This

In our guide to online payment processing, we cover vendor options, benefits, risks, and more to help you get started.

PTO Today Article

PTO Treasurer's Planning Checklist

A to do list of PTO and PTA treasurer duties and tasks for the whole year.

Free Webinar: Tax Exemption
501(c)(3) Basics for School Parent Groups

501(c)(3) Basics for School Parent Groups

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.


Annual Audit: How and Why

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. Here's how to do one.

Finance & Budget

Could You Be Your PTO's Treasurer?

Would you make a good treasurer candidate? Ask yourself these 3 key questions to see if you have the basic skills.

Treasurer Duties and Job Description

Parent Group Treasurer Job Description

An outline of weekly and monthly treasurer duties, characteristics of a good PTO or PTA treasurer, and other job requirements.

PTO Today Article

Forms To Manage Your Group's Cash Flow

Bring more efficiency to cash management with our editable Excel forms.

Finance & Budget

Create a PTO Budget

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.

PTO Today Article

Tackling Your PTO Tax Return

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.


Rules for Keeping PTO and PTA Records

Guidelines for how long you should keep bank statements, meeting minutes, and more.

Finance & Budget

14 Tips for Preventing PTO and PTA Embezzlement

How to prevent theft—and what to do if it happens to you.

PTO Today Article

Taxes, PTOs, and the IRS

Questions about tax-exemption? Get the scoop on 501(c)(3).

PTO Today Article

5 Smart Financial Controls

Avoid unnecessary headaches with these practices to keep your assets safe and your records clean and up to date.

PTO Today Article

Preventing Theft: Why It's Crucial

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.

Finance & Budget

Budget Basics for PTOs

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.

PTO Today Article

PTO Finances: Midyear Budget Review

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.