Need Audit Form/Procedures for PTA

Lisa @ PTO Today
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14 years 4 days ago #156554 by Lisa @ PTO Today

Replied by Lisa @ PTO Today on topic Re:Need Audit Form/Procedures for PTA

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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barb_r
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Senior Member

14 years 4 days ago - 14 years 4 days ago #156550 by barb_r

Replied by barb_r on topic Re:Need Audit Form/Procedures for PTA

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!

Last edit: 14 years 4 days ago by barb_r.

Daddio044
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Premium Member

14 years 4 days ago #156546 by Daddio044

Replied by Daddio044 on topic Re:Need Audit Form/Procedures for PTA

Thanks Lisa!

Lisa @ PTO Today
Visitor

14 years 6 days ago #156532 by Lisa @ PTO Today

Replied by Lisa @ PTO Today on topic Re:Need Audit Form/Procedures for PTA

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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Daddio044
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Premium Member

14 years 1 week ago #156515 by Daddio044

Replied by Daddio044 on topic Re:Need Audit Form/Procedures for PTA

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

mum24kids
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Premium Member

14 years 1 week ago #156500 by mum24kids

Replied by mum24kids on topic Re:Need Audit Form/Procedures for PTA

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.

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