Private Professor
The PTO Treasurer's Complete Financial Guide
Managing Other People's Money with Confidence, Clarity, and Zero Surprises
You said yes to being PTO treasurer, and now you're staring at a bank account with $47,000 in it that belongs to hundreds of families who trust you not to mess this up. Your predecessor left you a shoebox of receipts and a vague promise to 'answer questions if you have any.' You have personal finance experience—you balance your own checkbook, you do your own taxes—but this feels completely different. Because it is. This guide will show you exactly why organizational money requires different thinking than personal money, and give you the specific systems to manage it confidently.
Inside this guide
- The Weight of the Role: Why PTO Money Is Different
- Banking Setup and Controls: Building Your Financial Foundation
- QuickBooks for PTO: Your Single Source of Truth
- Financial Reporting: Transparency That Builds Trust
- Fundraiser Accounting: Knowing What Actually Worked
- Tax Filing: Form 990-EZ and Protecting Your Status
- Audit Preparation: Proving You Did It Right
- End-of-Year Transition: Setting Up Your Successor for Success