How are your homeschool groups’ records? Scattered, missing, lost? One homeschool group has organized all their important papers in a binder using HomeschoolCPA’s Homeschool Board Member Manual template. In this podcast episode, the leader showed Carol Topp her board binder. It was wonderful to see how helpful this board binder was to the group.
This is the fourth part of a 4-part series on tips for homeschool leaders a workshop given to homeschool leaders in Austin, Texas in February 2020.
In the 4 part podcast series Carol discusses:
- Episode #203 Leader mindset and attitudes
- Episode # 204 What do the duties of care and loyalty look like?
- Episode # 205 The duty of compliance with the laws for nonprofit organizations
- Episode #206 Managing records and finances in you homeschool group
Each episode can be found at HomeschoolCPA.com/Podcast.
Handout of the workshop Tips for Homeschool Leaders
For more information on record keeping for your homeschool group, check out these resources
Board Member Manual
Does your homeschool group need to pay taxes? Could they avoid paying taxes by being a 501c3 tax exempt organization? Do you know the pros and cons of 501c3 status? Do you know what 501c3 status could mean for your homeschool group?
Author and homeschool advisor, Carol Topp, CPA, has created a Homeschool Organization Board Manual. It is a template to create a board member binder. It has:
- A list of important documents to keep in your binder
- Section dividers so you can organize the important papers
- Tools to help you run your meetings smoothly including
- A sample agenda that you can use over and over again
- A calendar of board meetings
Podcasts #109 How to Read a Financial Statement
Podcast #110 Look at Your Balance Sheet
Free webinar recording on creating easy-to-understand financial reports: HomeschoolCPA.com/WebinarFR
Carol Topp, CPA
Helping Homeschool Leaders