THE PTA/PTO TREASURER’S PLANNER

Because being PTA/PTO 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 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?

pta members working together

MEET THE TREASURER’S PLANNER!

PTA/PTO Treasurer's Planner

Instant Organization

There’s a place for everything with this thoughtful kit.  More more mess of papers- you’ll have everything in order in minutes!

Save Time

No need to re-create the wheel.  All the formatting and wording has been taken care of for you.  Relax knowing you have it all covered!

Everything You Need

This system give you the confidence to handle your job knowing you have all of the essential tools and resources right at your fingertips.

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

Get your copy of the Treasurer’s Planner for $30 now!

printable pto treasurer's planner

WHAT’S INCLUDED IN THE TREASURER’S PLANNER?

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

Monthly Reminders
Record Retention Guidelines

PTA/PTO Treasurer's Planner

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!

Christina Hidek, PTO Nerd of PTO Answers

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!

PTA/PTO Treasurer's Planner

GET ALL THE FORMS YOU’LL NEED TO ROCK YOUR TERM!

Get your copy of the Treasurer’s Planner now! Printable + Digital kit $30 or Fully editable kit $45