Welcome!

Congrats and thank you for taking on this important role for your PTA! This guide provides tips and resources to help with the transition of your new PTA Treasurer’s first 30 days, and provide information about budgeting, insurance and liability, handling money, reporting, and conducting the annual audit process.

Key points to remember:

  • Keep PTA funds separate. PTA funds should never be deposited into a personal account, school account, or the account of any other organization or group.
  • Get help. Effective financial management requires support from many leaders and members, including finance, budget, and audit/internal review committees.
  • Put proper financial procedures in place to help protect your PTA from theft and fraud.

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