treasurer tips
End-of-Year Checklist for PTO & PTA Treasurers
As the end of the school year approaches, many Parent Teacher Organizations (PTOs) and Associations (PTAs) have concluded the year’s major fundraising efforts. Many have even allocated all of the funds for the year, as the school shifts its focus toward year-end tasks for the last month or more. As the PTA or PTO Treasurer,…
How to Make your Treasurer Reports So Sexy People Will Look (and Listen)
Following is a transcript from this episode of MoneyMinder’s Two Minute Treasurer’s Tip Podcast. Welcome to the Two Minute Treasurer’s Tip podcast. I’m Cyndi Meuchel, and today we’re talking about how to make your financial reports so sexy, people will read them. So, truth be told, I Googled that topic before I started this podcast,…
5 Ways to Set Your Booster Club Up for Success This New Year
As the calendar turns and the new year unfolds, booster clubs find themselves in a key time to set the stage for the remaining months of the school year. While most boosters have their financial start date on July 1st, the post-holiday period offers a unique opportunity to re-evaluate your plan, reinvigorate the group and…
How MoneyMinder Supports a Paperless Workflow for 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…
5 Benefits of Using a Budget
Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below. Welcome to the Two-Minute Treasurer’s Tip Podcast. I’m Cyndi Meuchel, and today we’re talking about the benefits of using a budget. So, we sometimes hear from groups that they don’t have a budget or don’t really want to…
Getting Started as Treasurer [Video]
So, you’ve just become the new treasurer for your nonprofit. Way to go! But now what? Here are a few tips to help get you started. Ideally, you’ll work with the outgoing treasurer to learn what you need to do in the treasurer’s role and how to do it. If possible, you’ll want to meet…
Pickleball Management: Building Financial Transparency and Trust in Your Club
If you aren’t already familiar with the sport of pickeball, you are missing out on a nationwide craze. What started back in 1965 has quickly grown from a niche sports to a popular pastime, captivating players of all ages. Last year, the sport of pickleball was the fastest-growing sport in the nation for the second…
5 Must-Have Features When Choosing Parent Group Treasurer Software (PTA, PTO, Boosters)
As the new school year approaches, parent groups such as PTAs, PTOs and Booster Clubs are gearing up for a fresh start. Excitement fills the air as parents, teachers and administrators collaborate to create an enriching experience for students. In all of the excitement, one aspect that is often overlooked is the financial management of…
Can the Treasurer Serve on the Audit Committee?
Following is a transcript of this episode of the Two Minute Treasurer’s Tip Podcast from MoneyMinder, with audio/video below. Welcome to the Two Minute Treasurer’s Tip Podcast. I am your host Cyndi Meuchel and today’s topic is the annual audit, sometimes referred to as a financial review. Elija writes: I’m the treasurer of my PTA and am…
Celebrate Champions of Good on National Nonprofit Day
From donuts to cats, there seems to be a holiday for everything these days. While some holidays have emerged as marketing opportunities for businesses to promote their products, others are an opportunity to pause, recognize and learn about different cultures, causes and aspects of life. One of those such days is National Nonprofit Day. What…
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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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