Confident PTA Treasurer, Fast
A free, National PTA–aligned starter kit: create your budget, run a clean financial report, and track card use the right way.
Your First 60 Days—Handled
New PTA treasurer? This free kit gives you the exact tools to get organized fast and report with confidence.
What you get (instant download):
- Board-Ready Financial Report Template: cash-basis report + Governance & Amendment Log.
- Budget Confidence Checklist: 10 quick checks to sanity-proof your budget.
- Card Controls: simple checkout log, funds request form, and deposit-only ATM authorization.
- National PTA Finance Guide (with links): practical rules for handling money, approvals, reporting, and audits.
- 60-Day Roadmap (.ics): weekly to-dos added to your calendar.
Results you’ll see:
- Create or tune your budget using Plans of Work in 30 minutes.
- Produce a clean, board-ready report—without last-minute scrambles.
- Track card use the right way and stay aligned with National PTA guidance.