All Parent Teacher Organization (PTO) volunteers want to do the best job that they can in their volunteer role, and leaders wanting to know how to be a good PTO Treasurer is no different.
Being a PTO Treasurer is one of the essential positions every PTA/PTO must have and there’s many things that Treasurers have to be aware of.
It’s so important to understand the details and know what’s involved being this crucial leadership role so you can keep your group on the up and up both legally and financially.
Because Treasurer such an important role, we have a ton of resources out there to help you get to know the role, duties and responsibilities.
So enjoy this ultimate guide to being a good PTO Treasurer to have the best term ever!
Getting Started as PTO Treasurer
PTO Treasurer Job Description
We have a bunch of blog posts that are all about being a PTA / PTO Treasurer. Anyone from a brand new, beginner Treasurer to more experienced Treasurer, looking to ensure they’re not missing anything will find these articles helpful!
PTO Treasurer Duties and Responsibilities: What to Expect – This post walks you step-by-step through everything you need to do to get started as Treasurer with confidence.
Preparing and Presenting the Monthly Treasurer Report
How to Prepare and Present a PTO Treasurer Report – Learn the ins and outs of giving a concise and informative report that’ll leave fellow officers and committee chairs with no questions!
PTO Budget Creation 101
The Easier Way to Create a PTO Budget – Putting a budget together doesn’t have to be an overwhelming process. Follow this step-by-step guide to developing a plan for how you’ll allocate funds for the upcoming year.
Spending PTO Money
What Can PTO Funds Be Used For– Money raised by your PTO cannot pay for anything the PTO or school wants. There are some strict guidelines that need to be followed. Luckily, once you know the rules, you’l be good to go.
Protect Your PTO’s Funds
Keep your PTO out of the news with these smart ideas to prevent theft and embezzlement.
How to Prevent Theft from your PTO – Learn some basic, but often overlooked strategies to secure your group’s money from being stolen and avoid a financial and legal disaster.
Getting Organized as PTO Treasurer
Taking time to put some organizational systems into place will help you in your Treasurer term. Here are some best practices for getting and staying organized:
Organization Tips
How to Get Organized as PTO Treasurer – Getting all your ducks in a row as Treasurer is a smart way to not only save time and reduce headache, but also makes it easier to pass off the job to the next Treasurer. Read this post to discover shortcuts to getting everything organized as PTO Treasurer.
Binder Organization
How to Organized a PTO Treasurer Binder is the ultimate guide to organizing your receipts, paperwork and documentation into a system to reduce your workload and prevent headaches!
Tools for PTO Treasurers
Being a good PTO Treasurer is easier when you have the right tools and resources for the job.
Here’s are some recommendations for the best Treasurer tools, templates and software:
PTO Treasurer Templates
11 Essentials PTO Treasurer Templates You Gotta Have – Fun fact, templates and forms are not sexy, but will make your life as Treasurer so much easier. This post lays out the exacts forms and templates you’ll need.
Accounting and Money Management Program
The Best PTO Software You’re Not Using – There’s an easier (and inexpensive) solution for managing your PTO’s money and generate the reports you’ll need to keep everyone in the loop and satisfy the auditor too. Give this post a read to discover how you can save your Treasurer’s sanity and your PTO big bucks all at the same time.
Debit Cards
Debit cards can be a useful tool for PTOs if used correctly, but they come with a huge risk. Watch to determine if it’s worth the risk for you and your PTO:
Digital Payments; PayPal, Venmo, Cash App
The good news is that PTOs can safely use digital payment platforms to accept electronic payments with PayPal, Venmo and CashApp. But only if the account is set up properly. All the details are in this video:
Treasurer Money Management Best Practices
Gift Cards
Can PTOs Legally Give Gift Cards? – Get the answer to this perennial question about whether it’s ok to buy and give gift cards to teachers, school staff or volunteers.
How to Handle Bounced Checks
Communicating with parents, or worse yet, a teacher, about a check returned for insufficient funs can be tricky.
Learn the best way to handle the situation:
How Much Money to Keep in Bank from one School Year to the Next
This video covers how much money your PTO should be reserving in the bank at the end of the year for the new school year:
Is PTO Financial Information Secret or Public Record?
Watch this video to discover how tightly your PTO should be guarding the financial information of your group:
Annual Financial Audits of PTO Books and Records
Annual financial audits of your PTO’s books are mandatory.
Anyone hesitating to open the PTO’s books and records for this annual should raise red flags.
Annual audits are necessary for the financial health and transparency of the school parent group.
Watch more on this topic:
Financial Relationship with the School
Exploring the PTO’s Financial Donations to the School
PTO Money Management: How to Avoid Being a Piggy Bank – Tired of being bombarded with requests for money from your Principal and school staff? This post will walk you through the simple process of setting up a structured program to manage your group’s money to ensure your PTO’s priorities aren’t getting hijacked by school funding requests.
Managing School Financial Requests
The school asks the PTO to pay for something. Does the PTO have to pay?
Teacher Mini Grant Program
Although not strictly aa Treasurer task, the PTO Treasurer should be involved in the budgeting process for teacher mini-grants.
Top PTO Treasurer Resources
As a PTO/PTA or Booster Club Treasurer, you’ve got enough on your plate and don’t need another full time job.
Stop spending precious volunteer hours battling confusing spreadsheets and struggling to make sense of your group’s finances.
The Treasurer’s Finance Manager is your all-in-one solution, designed with your unique needs in mind.
Imagine: auto-magically generated reports, budgets that update themselves, and complete financial transparency without having to do any math.
Finally, a user-friendly tool that saves you time, reduces stress, and delivers exactly what you need to easily manage your group’s money.
No fluff or confusing features, it’s all been distilled down to a streamlined, low learning curve experience that anyone can do.
Purchase once, use forever!
Empower Your Role as Treasurer. Effective financial management shouldn’t be stressful. Instead of piecing together systems on the fly, imagine having a proven framework at your fingertips.
The Treasurer’s Success Kit provides that framework. This expertly designed system empowers you to manage your group’s finances with confidence and ease, saving you valuable time and eliminating unnecessary stress.
Experience the difference:
- Certainty and Peace of Mind: Know you’re covering all your bases, every time.
- Clear, Actionable Roadmaps: Follow a simple monthly plan for consistent success.
- Streamlined Organization: Enjoy a perfectly organized system that keeps everything in its place.
- Increased Confidence: Feel in control and prepared for any financial task.
- Simplified Record Keeping: Effortlessly manage past and present records.
- Instant Organization: Get set up and running in minutes.
Transform your treasurer experience!
Over to you!
Now you have the information needed to be a good PTO Treasurer.
Take the information and run with it for a fantastic term as a volunteer in your school’s parent group.
