colorful pto Treasurer resources and iMac desktop computer screen with text overlay atop blue shape

Ready to lead your PTO/PTA Treasurer role with complete confidence and no overwhelm?

Meet the Treasurer’s Success Kit: A toolbox stuffed with all the resources needed for a fantastic term!

THE TREASURER ROLE IS ONE OF MOST TIME CONSUMING IN ANY PTA/PTO

… and then there’s the added stress of being the sole keeper of the funds.

… plus you’re constantly dealing with a bunch of records and receipts you’re not sure how to keep organized.

… not to mention the fact that you’ve got important deadlines that can’t be blown, or else your group could be in major trouble with the tax man!

Imagine this…

thought bubbles with treasurer's success kit benefits listed in them

Essentially a Treasurer’s Happily Ever After, Right?

Choose your best option:

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  • Instant organization with the gorgeous printable binder kit
  • Loads of forms and guidance to keep you on track throughout your term
  • Secret spilling Insider’s Guide (avoid embarrassing mistakes)

Value: $170

$49 TODAY!

treasurer success kit.001

EVERYTHING in the printable version AND:

  • Fully editable forms and templates
  • Plug and play systems to organize your entire group

 

Value: $286

$79 TODAY!

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Best Value: EVERYTHING in the Printable and Editable versions AND:

  • The Treasurer’s Finance Manager complete money management system
  • Zero annual software costs
  • Two click Treasurer Reports
  • Auto-updating budget
  • Zero experience needed
  • No math skills required

Value: $535

Just $178 TODAY!

MEET THE TREASURER’S SUCCESS KIT

The only complete money management and finance system designed specifically for all parent groups, no matter their name.

1. Treasurer’s Binder and Planner Kit

images of colorful planner pages splayed apt blue asymmetrical shape

  • Guidance

    Plug and play customizable system with detailed monthly reminders and record retention guidelines.

  • Covers + Divider Pages

    Customizable cover and spine labels with section dividers to help you find exactly what you need in a jiffy.

  • Forms + Lists

    Ready to print forms to handle deposits, member reimbursements and vendor payments.

  • Planner Pages

    Track the most important information to manage and safeguard your group’s money.

  • Templates

    A monthly report template, pre-worded and formatted letters for bounced checks, donations and more!

  • Set Up Instructions

    Detailed instructions for setting up the binder and all of the systems in mere minutes!

treasurer forms atop of navy blue gingham background surrounded by decorative office supplies

How Does the Treasurer’s Planner Work?

Use in paper format…

  • DOWLOAD

    Click to download the 50 pages of resources.  The PDFs come in a compressed ZIP file for faster downloading.  Files are immediately available.  No need to wait for delivery by snail mail!

  • CUSTOMIZE, THEN PRINT

    Use a PDF program like Adobe Reader to pre-fill forms as you wish, then print the planner kit at home or send to your local print shop.

  • LOAD

    Next, it’s time to assemble your planner!  Using the set up directions as a guide, load everything right into a 3 ring binder.  In about 30 minutes, you’ll have a fully organized Treasurer’s resource goldmine!

treasurer forms atop of navy blue gingham background surrounded by decorative office supplies

or save the fillable forms to your group’s drive…

  • SAVE

    Save the forms, pre-formatted to be digitally filled using Adobe Reader or similar program, in your group’s cloud storage system.

  • SHARE

    Let fellow officer and committee chairs know about the forms which they can fill and print, or email straight to you for a 100% paperless system!

treasurer templates atop of navy blue gingham background surrounded by decorative office supplies

Or opt for the 100% editable and customizable version!

  • CUSTOMIZE

    Complete customize every aspect of the form and letter templates using Google Sheets or Docs.  Or download to your computer and edit using Word.  It’s up to you!

  • ENDLESS OPTIONS

    Once everything’s been customized to your liking, either print and use or share with officer and committee chairs.  Everyone is sure to love this new, streamlined system!

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2. Insider’s Guide: Treasurer’s Edition

treasurer's inside guide pages splayed atop blue shape

This 40 page guide will take you from overwhelmed and without a plan to a clear headed Treasurer, knowing exactly what to do!

Skip over common mistakes and get on the right track from the start!

  • First Steps to Take as Treasurer
  • How to be the Best Treasurer
  • Budgets Made Simple
  • Treasurer Reports Made Simple
  • Getting Organized with Savvy Systems
  • A list of Essential Forms Treasurers Need

3. Treasurer’s Finance Manager

screenshots of finance management program with image displaying program name with pig icon and text overlay

A simple + straightforward way to create a budget, track income, expenses + profits. No math required!

  • Easy Set Up

    Open the program, then watch the set up video.  You’ll be ready to go and customizing your finance manager in 20 minutes or less!

  • Minimize Time

    The simplified money management system slashes how much time you’ll have to spend keeping tabs on your group’s finances.  Create custom reports with a few clicks.  Works for groups with budgets of all sizes.

  • Save Money

    Keep more money in your group’s piggy bank so you can spend it on fun programs and events and not administrative overhead.  Use year after year without an additional investment!

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  • Works Everywhere

    The program is based in Google Sheets, meaning you can access it from anywhere with an internet connection. This version allows other officers to access your group’s latest financial information with view only or editing privileges- you choose!

  • Budget Tracker

    Quickly create a budget with up to 50 expense and 50 income categories. Autofills the year-to-date income and expense totals from the register entries to easily track to your budget. Easy print Monthly Treasurer’s Reports!

  • Transaction Register

    Keep track of each and every transaction and every penny for up to three different accounts. Baked in reconciliation, cleared balance and receipt tracking.

  • Activity Report

    Activity Reports make it easy to keep committee chairs on budget with a snapshot look at year to date expenses and remaining allowance.

  • Monthly Treasurer’s Reports

    Gone are the days of cutting and pasting information to create your monthly reports.  Simple navigate to the report tab, select the start and end dates and watch as the report auto populates.

  • End of Year Statements

    Easily see the big financial picture and income statements for your group for up to three different accounts.  The reports are autogenerated as the Registers are updated for a no-fuss, print ready year end report.

Take a Peek Inside the Treasurer’s Finance Manager

white notecard graphic with text and 5 gold stars and washi tape strip at top

You deserve to have everything you need for your term right at your fingertips.

Get your copy of the Treasurer’s Success Kit now!

Hi, I’m Christina, PTO Volunteer Nerd!

With over 15 years of PTA volunteer experience (including 5 terms as President), I know what it takes to run wildly successful school parent groups, no matter their name.

As a recovering litigation attorney and current Professional Organizer, I love systems and organization and use my career and volunteer experience to craft the best resources for school parent group volunteers.

I’m on a mission to make life easier for all PTO/PTA volunteers because giving back to your school community should be enjoyable and fun, not stress inducing or overwhelming!

Christina Hidek, PTO nerd, in a denim shirt standing in front of aqua wall
white notecard graphic with text and 5 gold stars and washi tape strip at top

EVERYTHING YOU’LL NEED TO ROCK YOUR TERM!

Choose your best option:

images of PDFs and computer featuring resource name atop a blue blob shape

 

  • Instant organization with the gorgeous printable binder kit
  • Loads of forms and guidance to keep you on track throughout your term
  • Secret spilling Insider’s Guide (avoid embarrassing mistakes)

Value: $170

$49 TODAY!

treasurer success kit.001

EVERYTHING in the printable version AND:

  • Fully editable forms and templates
  • Plug and play systems to organize your entire group

 

Value: $286

$79 TODAY!

treasurer success kit.2

Best Value: EVERYTHING in the Printable and Editable versions AND:

  • The Treasurer’s Finance Manager complete money management system
  • Zero annual software costs
  • Two click Treasurer Reports
  • Auto-updating budget
  • Zero experience needed
  • No math skills required

Value: $535

Just $178 TODAY!