Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.
Stress less over your group’s bookkeeping. Sit back, relax, and try Finance Manager for free this summer!
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A to do list of PTO and PTA treasurer duties and tasks for the whole year.
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Bring more efficiency to cash management with our updated forms.
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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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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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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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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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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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Guidelines for how long you should keep bank statements, meeting minutes, and more.
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Have you ever considered becoming your group's treasurer? Ask yourself these three simple questions.
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How to keep your PTO from being a victim of theft, and advice from groups that have gone through it.
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Many problems with check payments can be avoided by having a clear policy in place from the start.
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How to build a simple cost model and estimate the start-to-finish finances for your group's new events.
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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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These basic bookkeeping procedures will help you keep your PTO budget in order.
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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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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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