Treasurer's Briefcase, LLC.
2667 Nottingham Way
Suite 1
Hamilton, NJ 08619
(315) 313-4TBC

Register Today for our Free Record Keeping for Small Nonprofits Webinar!

Date: Monday February 15th, 7:00-7:30pm EST
Time: 7:00pm to 7:30pm EDT
Target Audience: Nonprofit Presidents and Treasurers
Attendee Limit: 30
Signup Deadline: February 14th, 2021
Presenter: Dave Lauer, CPA Five Points Financial

In this FREE webinar we will discuss how to keep your records so you can report financial results in a meaningful and accurate format to the IRS, your board and the general public.

Legally established 501(c)(3) organizations like PTOs, PTAs, Booster Clubs and Youth Sports Organizations must provide their financial results to members, parents, school officials and by law anyone who requests them. Additionally the IRS has a standard format for reporting your financial data.

Whether using a manual process, spreadsheet program, off the shelf accounting package, or the Simple, Fast and Easy solution provided by Treasurers Briefcase, establishing the proper framework for your bookkeeping is imperative.

We will show you how to use the "Bucket Strategy" to create the right financial categories and how they relate to the prescribed IRS format needed for your club’s tax return.

Is there anything specific you want us to try to cover at the webinar? Leave us a comment below.

Thank you for registering for our upcoming Treasurer's Briefcase webinar. You will receive an official online meeting reminder email on the day of the webinar with easy, one click access to the webinar.

See you on-line!


Join us on Monday, February 15th, 7pm EST