Getting Started as PTO / PTA Treasurer
A Free Guide from MoneyMinder
You've been elected PTA or PTO Treasurer. Now what?
Parent Teacher Organizations (PTO) and Associations (PTA) depend on volunteer power to keep them going. Many talented and dedicated people send on boards and committees to serve students, teachers and the greater school communities. One of the most significant of these volunteer roles is the PTO and PTA Treasurer.
Overseeing the finances of your parent group can feel daunting. Where do you start?
This free 14-page e-guide gives you a quick, easy read on how to get started as a PTO or PTA Treasurer.
Grab Your Copy!
What's Inside
How do you develop a budget? What is a critical documents binder? What should go in the Treasurer's Report? We've got the basic info you need in this getting started guide!
✓ About the PTO Treasurer Role
✓ Transitioning from the prior Treasurer
✓ Getting Organized
✓ Treasurers Bin Checklist
✓ Critical Documents Binder Checklist
✓ Daily Operations Binder Checklist
✓ Document Retention Checklist
✓ PTO & PTA Budgeting + Sample Budget
✓ Reconciliation
✓ The Monthly Audit
✓ Essential Steps in Your First Year
✓ Reporting to Your Board
About MoneyMinder
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PTO & PTA Resources from MoneyMinder
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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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