treasurer tips
PTO & PTA Treasurer’s Summer Checklist
PTO & PTA Treasurer Summer Checklist (2026): Year-End, Audit, Transition & All New Guides As a busy parent volunteer, we know how busy the school year can be, and how quickly it can fly by. We hope you’re enjoying a well-deserved summer break filled with sunshine, relaxation, and quality time with loved ones. Savor those…
PTO, PTA & Booster Club Treasurer Transitions (Free Guide & Year-End Checklist)
15 Tips for a Smooth Treasurer Transition For PTOs, PTAs, and other parent groups, treasurer transitions are inevitable. Kids graduate or move on to different activities, terms come to a close, and the time comes to pass the torch. A new treasurer can bring fresh perspective and energy to the PTO. But there’s no denying…
How to Find the EIN Number for Your School Group (PTA, PTO, Boosters)
If you’re serving in a leadership role for a PTO, PTA, booster club, or some other school group, you’ll likely need your group’s EIN at some point. But with everything involved with running a school group, it’s common for that number to get lost somewhere along the way. The good news is that finding it…
Going Digital: How MoneyMinder Supports a Paperless Workflow for Volunteer Treasurers
As Treasurer for your group, you play a critical role in managing finances and keeping track of all of the important files and information that comes with the territory. Traditionally, that involved a considerable amount of paperwork, from keeping track of receipts to filing away important documents. However, in the digital age, the need for…
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…
13 Questions to Ask the Outgoing Treasurer of Your School or Parent Group
Taking over as treasurer for your school PTO, PTA, or booster club? One of the smartest things you can do is schedule a meeting with the outgoing treasurer. Whether you’re brand new to nonprofit finances or stepping into a familiar role, a thoughtful handoff conversation can prevent confusion and set you up for success. Here…
The Volunteer Treasurer’s Guide to Nonprofit Financial Reports
What, Why and When to Use 25 Different Nonprofit Reports Managing finances for a volunteer-run nonprofit can feel overwhelming at times—especially when you open your accounting software to find a long list of unfamiliar reports. What’s the difference between a Balance Sheet and an Income Statement? When should you use a Reconciliation Report? Do you…
Do I Need Nonprofit-Specific Accounting Software?
For many volunteer treasurers, the choice of accounting software is often inherited rather than chosen. In other words, they use whatever is passed down to them. Unfortunately, this often comes with little to no training, and sometimes, the treasurer has no accounting experience at all. One of the unique challenges of nonprofit organizations-especially those run…
How to Deal with Nonprofit Board Decisions that You Don’t Agree With
In the nonprofit world, many factors go into board decisions—budgets, strategy, stakeholder interests and more. It’s inevitable that, at some point, you’ll find yourself in disagreement with a board decision. In this week’s Two-Minute Treasurer Tip Podcast, Cyndi shares some tips for navigating these waters and turning moments of tension into an opportunity for growth.…
50+ Restaurants that do Fundraisers without a Middleman in 2025
Looking to host a fundraiser for your local nonprofit, school, sports team or community group? Why not try a restaurant fundraiser? It’s truly a win-win-win: you raise money for your group, you support a local restaurant, and everyone gets to eat. And who doesn’t love to eat? Of course, many groups use a middleman for…