Thanks Barb-

Here is a link to the Treasurer's Toolkit that Barb referred to:

www.ptotoday.com/treasurers-toolkit

Plus members get it as part of their membership, or anyone can purchase it for $39.


~Lisa


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The PTO Today Treasurer handbook (available on the site for paying members) have a form and rough outline that our parent auditor recently found VERY helpful!

Thanks Lisa!

Here's an article that you may find helpful:
www.ptotoday.com/pto-today-articles/arti...al-audit-how-and-why

~Lisa



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Is there something available if your not a PTA, but a PTO?

If you're a PTA, you should be using the financial management checklist in "Money Matters." There's also a step by step audit procedure in there.