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You Volunteered to Help Kids, Not Become a Banking Expert

Get the exact 30-day roadmap that shows you what to do (and when) so you can manage PTA finances confidently—without becoming an accountant.

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PTA Treasurer 30-Day Transition Guide

Stop Feeling Overwhelmed by PTA Finances Your Complete 30-Day Transition Guide

Never Miss Another Compliance Deadline

Step-by-step timeline for IRS filings, insurance renewals, and financial reviews so you'll never panic about missing something important.

Handle Bank Forms & Signature Cards Like a Pro

Exact scripts and document checklists for bank visits, dual approvals, and access changes that actually work in the real world.

Cut Reconciliation Time from Hours to Minutes

Simple systems and templates that make monthly bookkeeping manageable, even when you inherit a complete mess from your predecessor.

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From Parents Who've Been in Your Shoes: The Transition Guide That Actually Makes Sense

Unlock the confidence you need to excel as PTA treasurer!

30-Day Action Plan
Bank Visit Scripts
Deadline Calendar

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