The Volunteer Treasurer's Year-End Success Kit

No. Each one stands alone. If you're in the middle of closing the books, start with the checklist. If your group's bylaws require an annual review, the audit guide is the one you need. If you're handing the role off, the transition guide covers the full process. Many treasurers use all three across a fiscal year-end cycle.

No. The checklist and audit guide originated in our work with PTOs and PTAs, but the practices apply to any volunteer-led group. The transition guide is written for nonprofits broadly — PTOs, PTAs, booster clubs, HOAs, churches, sports teams, civic clubs, and other 501(c)(3) and similar organizations.

No. All three guides are free, and there's no software lock-in. You can use them with any accounting system, spreadsheet, or paper ledger. They're written for the volunteer treasurer, not for any specific tool.

Yes — please do. The guides are built to be shared. Many treasurers download them once and forward them to the audit committee chair or the incoming treasurer.

Yes. All three guides were refreshed this year with current IRS filing thresholds, updated guidance on digital payment platforms (Venmo, PayPal, Stripe, Square), co-treasurer structure recommendations, and the latest best practices for volunteer-led financial reviews.

The Kit works for any fiscal year. Whether your year ends June 30, September 30, December 31, or somewhere else, the three jobs are the same — they just happen on your calendar instead of someone else's.