Record Keeping for the Volunteer Treasurer... in the Cloud! - NEWS

News

Tue April 30, 2013 - Oaks, PA

Treasurer's Briefcase meets Pennsylvania PTO members

(Oaks, PA) - On April 30th, members of the Treasurer's Briefcase team spent the day meeting and speaking with PTO members from all over Pennsylvania.

PTO Today hosted the 1 day event at the Philadelphia Expo Center in Oaks, PA just outside of Philadelphia. The moms and dads that represent various PTOs in Pennsylvania took time from their busy schedules to learn more about how they can operate their PTO more efficiently through fundraising and sound accounting practices.

Dave Lauer and Kristin Millen from Lauer-Millen CPAs were on hand to discuss non-profit accounting tips with PTO treasurers and presidents.

All booth visitors were eligible for a free subscription to Treasurer's Briefcase.

How Treasurer’s briefcase Works

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.

Store all your important document securely in the cloud. Upload or email your documents to your own private storage locker in the cloud!

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.

Manage all your members, contacts and vendors using our convenient and easy to use contact management feature.

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.

Our plans are designed for clubs of all sizes. Try Treasurer's Briefcase for free to start and upgrade as needed.