US coins and paper money on PTO's Treasurer's desk with white iPad and gold binder clips

The Ultimate Guide to Being PTO Treasurer

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 crucial to understand the details and know what’s involved 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 PTO Treasurer to have the best term ever!

Top Treasurer Posts

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!

How to be the Best PTO Treasurer – This post walks you step-by-step through everything you need to do to get started as Treasurer with confidence.

3 Ways PTO Treasurers Waste Time– Ready to level up your workflow as Treasurer and minimize busy work? In this post, we give you three quick win ideas for how to do just that.

How to Give PTO Treasurer’s Report – Learn the ins and outs of giving a concise and informative report that’ll leave fellow officers and committee chairs with no questions!

What to Look for in PTO Treasurer’s Software – Ready to upgrade to a simple to use program to streamline management of your PTO’s money? Learn what features are important to have and which ones are a waste.

11 Essentials PTO Treasurer Forms You Gotta Have – Fun fact, forms are not sexy, but will make your life as Treasurer immeasurably easier. This post lays out the exacts forms and templates you’ll need.

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.

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.

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.

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.

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.

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.

Treasurer Resources

If you didn’t know, we also offer all the resources you’ll need to be a wildly successful Treasurer!

Huzzah to simplicity and not having to figure it out on your own.

The Treasurer’s Finance Manager is the answer to easy management of your group’s money that works well for even the math challenged. You will absolutely love how the system makes it ridiculously easy to not only track every penny, and also pull together monthly Treasurer reports in just a few minutes!

pto treasurers planner and organizing kit

The Treasurer’s Planner is available in both a ready to print or editable format and comes fully stoked with all the forms, templates and binder structure you’ll need for an organized term as Treasurer. With this resource in hand, you’ll spend less time on mundane tasks and have more time for everything else on your to do list!

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