Treasurer Pro Tips

Treasurers may change, but the job stays the same.

A "shorts" series with Cyndi Meuchel, serial volunteer and co-founder of MoneyMinder.

Cyndi Meuchel

The things you wish someone had told you when you volunteered treasurer.

Every year, thousands of people say yes to a job they've never done before. Treasurer of the PTO, booster club, scout troop, HOA, Kiwanis, church group or youth sports organization. Nobody hands you a manual, the last person moved away, and the first bank statement shows up in three weeks.

Cyndi has been that person. She's volunteered as a treasurer, sat on boards, and spent decades listening to treasurers tell us where they got stuck. These are her answers — short, plain, and free. No login, no pitch. Just the things we wish someone had told us.

Each tip is 3 minutes or less, usually under 60 seconds.

Getting started

What should I do first as treasurer?
What should I get from the outgoing treasurer?
How much should our group carry over?
Should our group share an email?

Banking

What should we look for in a bank?
How many bank signers should we have?
Should our group use a debit or credit card?
Where do we buy checks?

Want more?
Accepting checks

Budgets

Who gets a say in the budget?
Where should our budget live?
Do we budget for income, too?

Want more?
The budget formula

How do I keep track of our budget?

Want more?
Free budget tool

Can we change our budget?

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Budget analysis

Payments & Donations

When do we give a donor receipt?

Want more?
Donation receipts

What goes on a donation receipt?
Should we keep cash on hand?

Want more?
Dealing with cash

Reports & Meetings

When is the best time for a board meeting?
What should go in the treasurer's report?
How do I present the treasurer's report?

Taxes & Compliance

Does our org have to file a tax return?

Want more?
File a 990-N or EZ

When does our org file a return?

Want more?
Form 990 due date

Do we need a financial review / audit?
Who does the audit?

Got a question Cyndi hasn't answered?

Ask it here. It might just become the next tip.

New tips, as they're recorded

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The tips are free. So is the trial.