Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.
A to do list of tasks for PTO and PTA treasurers for the whole year.
With Finance Manager software, now any parent volunteer can easily manage funds, customize a budget, and monitor spending. Try a free 30-day trial today!
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Bring more efficiency to cash management with our updated forms.
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An outline of weekly and monthly tasks, 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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Our comprehensive guide to all of a parent group treasurer's required tasks, plus ready-to-use finance and budgeting forms, worksheets, and reports.
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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 few must-dos to wrap up your finances and close out the PTO or PTA books for the year.
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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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