THE PTA/PTO TREASURER’S SUCCESS KIT
Because being Treasurer shouldn’t be a full time job!
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!
WHAT WOULD IT BE LIKE IF
You could create monthly Treasurer Reports in mere minutes?
You had a perfectly organized binder at the ready instead of a hot mess where you can’t quickly find what you’re looking for?
You had a system so you didn’t have to waste time begging for receipts or chasing down details like who to make the check out to?
You had all the forms and templates at the ready to avoid spending hours figuring out timing or the best wording or formatting?
You had a monthly checklist of what to do so there’s no chance of making a mistake that’ll cost your group fines or reinstatement fees?
You had total confidence you were well organized and completely prepared for any question at the next PTA/PTO meeting?
MEET THE TREASURER’S SUCCESS KIT
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!
WHAT’S INCLUDED IN THE TREASURER’S FINANCE MANAGER?
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. This sheet autofills the year-to-date income and expense totals from the register entries to easily track to your budget. Easy to print for 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 functions.
Activity Report
The Activity Report makes it easy to give committee chairs to stay on budget with a snapshot look at how much money they’ve spent and how much remains in their budget.
Monthly Treasurer’s Reports
Gone are the days of cutting and pasting information to create your monthly reports. Simple navigate to the report tab, hit print and move on to the next task on your to do list!
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 report.
TAKE A PEEK INSIDE THE TREASURER’S FINANCE MANAGER
WHAT’S INCLUDED IN THE TREASURER’S PLANNER KIT?
Set Up Instructions
Detailed instructions on how to set up this fabulous planner in mere minutes
Covers + Divider Pages
Front and back Covers
Spine labels
Section dividers to help you find exactly what you need in a jiffy and keep the binder uber organized.
Forms + Lists
Deposit Slips
Payment Request
Funds Request
Cash Box Request + Start Up
Cash Counting
Check Logging
Planner Pages
Account and Password Tracker
Bank Account Signers Tracker
Templates
Bounced Check Letter
Donation Acknowledgement Letters
Monthly Report Template
Guidance
Insider Secrets: Treasurer Edition (40 pages of what you need to know!)
Monthly Reminders
Record Retention Guidelines
TAKE A PEEK INSIDE THE PLANNER KIT
You deserve to have everything you need for your term right at your fingertips.
Get your copy of the Treasurer’s Success Kit now!
SO 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!
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!
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!
FREE BONUS: PTO INSIDER’S GUIDE
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 11 Essential Forms Treasurers Need
($10 value)
ABOUT PTO ANSWERS
Christina Hidek is a PTA nerd with a mission to make life easier for all PTA/PTO volunteers and leaders. She knows what it takes to run wildly successful groups and uses her over decade of PTA volunteer and leadership experience to craft the best resources for PTA/PTOs!
