fiscal year
Top Challenges School Group Treasurers Face, and How to Overcome Them (PTO, PTA, Booster Clubs)
So, you’ve just become the treasurer for your school’s PTO, PTA, or Booster Club. First of all — thank you! This is one of the most important volunteer roles in any school group. But if you’re feeling a little overwhelmed, you’re not alone. You might be thinking: Where do I find everything?How do I keep…
Nonprofit Best Practices: Fiscal Year Alignment
Many nonprofits find themselves in a situation where their budget period, bylaws and financial software don’t align with their official year as stated with the IRS an their Secretary of State. While it’s possible to manage this with extra effort (and risk), there’s a much simpler solution: fiscal year alignment. Benefits of Fiscal Year Alignment…
Financial / Fiscal Years and How They Impact You
Following is a transcript of this podcast episode, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip Podcast. I’m your host, Cyndi Meuchel, co-owner of MoneyMinder, where we are hoping to make your volunteer life easier. Today I’m answering the following question: What is a financial year? Stacy writes, “I’m a new treasurer and I…
See Strength In Numbers: The Annual PTA or PTO Audit
The annual PTA/PTO financial review (aka audit) is something that often strikes fear into the hearts of many Treasurers and committee members. Many consider this mandatory task a tiresome burden at best or a complete nightmare at worst; but it doesn’t have to be that way. DEVELOP A NETWORK Utilize your local PTA/PTO community to streamline…
Nonprofit Audit Guidelines
Get Started With Non-Profit Your Financial Review or Audit If you do not have a national organization that provides you with Audit guidelines, here are some ideas on how to get started:
Nonprofit Audits & Financial Reviews
Is it an Audit or a Financial Review? The intention is the same, as it is the same process. The difference is in who does it! If a paid tax professional does it, it will probably be called an audit. If unpaid volunteers do it, it will probably be called a financial review. We use…
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Connect your Bank, Square and PayPal 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.
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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