PTA & PTO Treasurer Toolkit
Build a monthly money check and a clear plan for your first 30 days.
Created by Apex Leadership Co.Where should a new PTA or PTO treasurer start?
Start with a documented handoff, a clear understanding of the board’s financial procedures, and a regular schedule for reviewing and reporting activity. Use the first month to identify missing records and agree on responsibilities.
What’s included
- Monthly money check
- Print-and-use forms
- First-30-days plan
How to get started
- Arrange the outgoing treasurer’s handoff.
- Review the monthly money-check process with your board.
- Assign owners and dates for the first month.