• colorful documents and book cover with iMac displaying resource name atop blue blob shape with iMac displaying resource name
  • colorful documents and book cover with iMac displaying resource name atop blue blob shape
  • video of Christina Hidek with turtle picture in background
  • colorful documents and book cover with iMac displaying resource name atop blue blob shape with iMac displaying resource name
  • colorful documents and book cover with iMac displaying resource name atop blue blob shape with text underneath
  • colorful documents and book cover with iMac displaying resource name atop blue blob shape with text underneath
  • 'amazing template that were a huge asset. thanks- Monica on the Treasurer's success kit'
  • colorful documents and book cover with iMac displaying resource name atop blue blob shape with iMac displaying resource name
  • video showing screenshots of finance manager program
  • 'this has completely changed treasury for me and makes me feel much more secure and that everything is being recorded properly . Amanda on the Treasurer's Finance Manager'
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Treasurer's Success Kit: Planner and Form Kit for PTO PTA Leaders

Treasurer's Success Kit: Planner and Form Kit for PTO PTA Leaders

$49.00 USD
$170.00 USD $49.00 USD
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Ready to lead your PTO/PTA Treasurer role with complete confidence and no overwhelm?

You can get organized and eliminate all of the stress and overwhelm that comes with being Treasurer!

Imagine...

... Plug and play systems with tons of forms and templates
... Following a detailed officer duties checklist
... Creating reports with a few simple clicks
... Having a gorgeously organized binder
... No more begging for receipts!

Essentially, a Treasurer's Happily Ever After, right?

The Treasurer's Success Kit will help you make all of your stress and uncertainty about tracking your PTO finances disappear! 

3 Options to choose from:

  • Printable Forms and Planner Kit ($170 value)

  • Editable Forms and Planner Kit ($286 value) 

  • Editable Forms, Planner Kit and Treasurer's Finance Manager Bundle ($535 value and the best deal since it gives you all the tools to manage every aspect of the Treasurer role!)

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Frequently Asked Questions

Will I get a printed copy?

For printable resources, nothing will be mailed to you as this resource is a digital download. Within about an hour of your purchase, you'll get an email with a download link.

Learn more here: How to download and print our resources

Can I edit or customize the printable version?

The printable version of the kit isn’t editable (no moving around columns, changing colors or graphics, etc.).

Some fields can be customized with your preferred wording using Adobe Reader if you have a PC (usually preinstalled), or Apple Preview if you have a Mac.

Use Google Sheets for the Treasurer's Finance Manager.

How do I customize the editable version?

Use Adobe Reader if you have a PC (usually preinstalled), or Apple Preview if you have a Mac, to customize the fields before printing.

Use Google Docs, Word or Pages to customize the planner templates.

Use Google Sheets for the Treasurer's Finance Manager.

Are refunds available?

Due to the digital nature of the resources and that they can't be returned, refunds are not offered. Please reach out with questions before purchasing this item.

Can I pay by check?

Yep! Learn more here.