Fri March 08, 2013 - Long Branch, NJ

Treasurer's Briefcase in the news...
Treasurer's Briefcase to attend the 2013 NJ PTA convention
(Long Branch, NJ) - The staff of Treasurer's Briefcase was in attendance as the New Jersey delegation of PTAs hosted their annual convention at the Ocean Place Spa and Resort in Long Branch, NJ.

Our staff spent time talking to local and national PTA representatives as well as treasurers and presidents. Treasurers and presidents across the state are looking for ways to help make sure they are complying with all chapter and national requirements. Treasurer's Briefcase was well received as a way to help current and future treasurers save time and comply with all requirements.

During a breakout session on 501(c)(3) status, Dave Lauer of Treasurer's Briefcase was able to contribute a CPAs view to the group on the pitfalls of IFAs (Individual Funded Accounts) and other nuances of non-profit status in the eyes of the IRS.

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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