PTO / PTA Audits & Financial Reviews
A Free Guide from MoneyMinder
Keep your PTO/PTA's financials on the straight & narrow with monthly and annual audits. Here's how.
PTO and PTA volunteers who dedicate their time for the betterment of their school community have such a great cause, it can be easy for financial best practices to be overlooked. But, doing so can be the downfall of even the most successful nonprofit.
An audit (also called a financial review) ensures the accuracy and integrity of your financial records, promoting donor trust and fortifying your mission.
When, why and how do you conduct a PTO or PTA audit? MoneyMinder is here to help. This free guide will provide everything you need to succeed with your next audit.
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What's Inside
What is an audit? Is it a requirement? How do you get started? Monthly and annual audits are key tools for Parent Teacher Organizations and Associations to ensure financial integrity. This free guide will help with everything you need.
✓ What is an audit?
✓ Financial reviews: what's the difference?
✓ Why should I audit?
✓ When should I audit?
✓ How to conduct a mini-audit
✓ 10-minute audit form
✓ How to conduct an annual audit (7-steps)
✓ Annual audit checklist
✓ Financial Review findings letter
✓ Sample audit
About MoneyMinder
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PTO & PTA Resources from MoneyMinder
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Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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