PTO Treasurer Duties and Tips

  • Leadership

    What Every Treasurer Should Know

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

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  • Free Trial!

    Let Finance Manager Make It Easier

    Stress less over your group’s bookkeeping. Sit back, relax, and try Finance Manager for free this summer!

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  • Your Guide to PTO Treasurer Duties

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  • PTO Today Article

    PTO Treasurer's Planning Checklist

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

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  • PTO Today Article

    Forms To Manage Your Group's Cash Flow

    Bring more efficiency to cash management with our updated forms.

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  • Downloadable
    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.

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  • 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.

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  • Free Download: Electronic Payment Guide

    The 411 on Credit Card Payments

    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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  • 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.

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  • 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.

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  • 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.

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  • Organization

    Rules for Keeping PTO and PTA Records

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

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  • Officers

    3 Skills Treasurers Need

    Have you ever considered becoming your group's treasurer? Ask yourself these three simple questions.

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  • Finance & Budget

    Protect Your Parent Group From Embezzlement

    How to keep your PTO from being a victim of theft, and advice from groups that have gone through it.

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  • PTO Today Article

    Taxes, PTOs, and the IRS

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

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  • PTO Today Article

    Dealing With Bad Checks

    Many problems with check payments can be avoided by having a clear policy in place from the start.

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  • PTO Today Article

    Figuring Finances for Events

    How to build a simple cost model and estimate the start-to-finish finances for your group's new events.

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  • 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.

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  • Finance & Budget

    How To Manage Your Budget

    These basic bookkeeping procedures will help you keep your PTO budget in order.

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  • 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.

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  • 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.

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  • PTO Today Article

    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.

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