Wrapping Up as PTO / PTA Treasurer
A Free Guide from MoneyMinder
Actionable Steps to Close Out Your Term
Congratulations on a successful term as Parent Teacher Organization (PTO) or Association (PTA) Treasurer! Parent groups often experience turnover, with new treasurers stepping in as children graduate to older grades. So, what steps do you need to take to wrap up your year or tenure as treasurer?
This free e-guide will help you with the steps you need to take before the new treasurer comes in, and how you can make that transition a success for the greater good of your group. It's a must-read!
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What's Inside
Did you know that the National PTA requires that you complete an Annual Audit before you give the new treasurer the checkbook? Whether you are a PTO or PTA, this set of downloads will be invaluable to wrapping up your year as Treasurer.
✓ The Annual Financial Review (aka Audit)
✓ Financial Review Checklist
✓ Sample Financial Review Findings Letter
✓ Annual Report Sample
✓ IRS Reporting Requirements
✓ Treasurer's Year-End Checklist
✓ Guide to a Smooth Treasurer Transition
✓ Setting Up Your New Board for Success (Listen)
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