Wed April 30, 2014 - Oaks, PA

Treasurer's Briefcase greets Shoemaker PTO at the PTO Today Convention in Oaks, PA.
Treasurers and Presidents Love Treasurer's Briefcase
(Oaks, PA) - Here's what our users are saying...

Dear Rob,

It was so nice to see you again at the PTO Today Expo this past week.

In the last year, our PTO has really taken advantage of using all of Treasurer’s Briefcase’s functions. It has certainly been an asset to our organization. Prior to using your online software, we used just a standard check register and LOTS of Excel spreadsheets. It made it difficult to track category spending and transferring of data could lead to errors. When we started with the online service this year, budget preparation for monthly meetings was a breeze! We just had to transfer category totals to one spreadsheet that we used for our budget presentation. Also, it is helpful to have 24/7 access to our accounts whenever we need to—even from a smartphone or tablet. It makes it very difficult to “fudge” numbers and so I feel more comfortable about our records for future board members.
Starting in the fall, we are looking forward to using the budgeting portion of the software. It will be so easy to prepare for our meetings next year! It is great that it will take the previous year’s data and allow you to evaluate it for preparing for the next year.

Thanks again, to both you and your company, for your outstanding product and service over the past year. We are looking forward to so many more years of working with Treasurer’s Briefcase.


Jennifer Cicconetti
​ President 2013-2014
Treasurer 2014-2015

How Treasurer’s briefcase Works

Tour video
Enter checks, deposits and other transactions. You can split checks and deposits into multiple categories. Print checks and use our approval workflow to allow your board to authorize payment.
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Store all your important document securely in the cloud. Upload or email your documents to your own private storage locker in the cloud!
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All the reports you need to keep your board and stakeholders informed about the financial state of your organization. You can produce all of the reports in either PDF or Excel format.
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Manage all your members, contacts and vendors using our convenient and easy to use contact management feature.
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Trudy's BudgetMaker is the easiest way to create your yearly budget. You last year's data as a starting point and then create your budget variance reports to show how you are tracking toward your goals.
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Our plans are designed for clubs of all sizes. Try Treasurer's Briefcase for free to start and upgrade as needed.
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