Amanda’s been secretary of her homeschool group, Heartland Homeschool Association in southeast Missouri. But she agreed to a new role as treasurer.
In this short podcast episode (12 minutes) Carol Topp, the HomeschoolCPA, and Amanda will discuss:
- Keeping a master file of important papers
- Having a calendar at every board meeting
- What a homeschool organization’s treasurer does
- A really good policy for new treasurers
- How often a treasurer should give a report
- Possible software systems for homeschool groups
- How to get a free copy of Quickbooks online. Use Quickbooks online for free
In the podcast Carol mentioned …
Does your homeschool board know and understand its duties?
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
But this is more than just a few cover sheets for your binder. It is also a 55-page board training manual with helpful articles on:
- Suggested Board Meeting Topic List
- Board Duties
- Job Descriptions for Board of Directors
- What Belongs in the Bylaws?
- Compensation and Benefits for Board Members
- Best Financial Practices Checklist
- How to Read and Understand Financial Statements
- Developing a Child Protection Policy
Read more about the Homeschool Organization Board Manual
Carol Topp, CPA
