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Current MoneyMinder Customers! Claim your free copy of the Ultimate Guide by emailing [email protected].

The Ultimate Guide to Being Treasurer

A Complete Handbook for Small Nonprofits

Become treasurer with confidence! The new Ultimate Guide to Being a Nonprofit Treasurer is your comprehensive handbook for managing your club's finances effectively. Essential knowledge, practical tips and actionable duties await.

Grab Your Copy!

With 87 pages of digital or printable material, your new role just got easier. Now available for $24.95.

Get it Now on Etsy

MoneyMinder subscribers get the guide free.

Getting Lost in Research for Your New Role?

Take the guesswork out of what it takes to be a PTA Treasurer with a roadmap to success. From mastering budgeting to managing finances, this guide covers it all. Inside, you'll discover essential tips for budgeting, banking, donations, payment processors, tax filing, compliance, risk management and auditing.

Cash-Count-Worksheet
Sample-Treasurer's-Report-PTAs
Sample-PTA-Treasurers-Report-Annual

What's Inside

Unlock the secrets of successful nonprofit bookkeeping when you get the Ultimate Guide! Whether you're stepping into this position for the first time or you're looking for a refresher, ensure smooth financial operations where every "i" is dotted and every "t" is crossed.

✓ How to Get Started

✓ Getting Organized

✓ Budgeting Best Practices

✓ Banking & Reconciliation

✓ Handling Cash & Donations

✓ Using Payment Processors

✓ 990 & Filing Tax Forms

✓ Compliance, Risk Management & Audits

PLUS, get over 20 sample treasurer documents, forms, checklists, templates, agendas, letters, reports and more!

Ultimate Guide for Nonprofit Treasurers

Who We Are

MoneyMinder-for-PTAs

Over 20 Years of Financial Bliss for Small Nonprofits

MoneyMinder has been the trusted choice for thousands of nonprofits, clubs and associations for over two decades. MoneyMinder's three pillars—Security, Ease of Use and Affordability—have garnered it industry awards, customer praise and unprecedented loyalty through the years.

More Treasurer Resources

Treasurer's-Compass

Treasurer How To's

Nonprofit Bank Reconciliation

Bank Reconciliation

Treasurer Transitions

Treasurer Transitions

Sample Treasurer Letters

Sample Letters

Budgeting Help for Nonprofits Treasurers

Budgeting Help

Nonprofit-Forms-for-Treasurers

Sample Forms

Nonprofit Federal Tax Guide

Federal Tax Guide

Guide to Nonprofit Banks & Insurance

Banks & Insurance

Give-the-Treasurer's-Report

The Treasurer's Report

Sample-Treasurer-Reports-for-Nonprofits

Sample Reports

Nonprofit Board Meetings

Productive Meetings

New HOA Treasurer Guide

New HOA Treasurers

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SquareConnect 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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Included in the MoneyMinder Bank Integration add-on for $59/year.

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PaypalConnect 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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Included in the MoneyMinder Bank Integration add-on for $59/year.

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JoinItJoin It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.

Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.

There is no additional charge for this integration.

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