Tips for a New Homeschool Group Treasurer


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



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