The Volunteer Treasurer Survival Kit

You volunteered to be treasurer. Nobody gave you a manual. Now you have one.

The Volunteer Treasurer Survival Kit is a practical, plain-English system for the person who suddenly finds themselves responsible for the money.

Built for volunteer treasurers of clubs, posts, associations, membership organizations, community groups, and small nonprofits, this 22-page printable kit helps you get organized, understand what needs attention, keep useful financial records, prepare monthly reports, and eventually hand the job to the next person without leaving them a mess.

Inside you'll find tools for:

• Your first 30 days as treasurer

• Questions to ask the previous treasurer

• Financial accounts and access

• Recurring bills and obligations

• Income and deposits

• Cash-event reconciliation

• Expenses and reimbursements

• Transaction tracking

• Monthly bank reconciliation

• Monthly treasurer reports

• Budget vs. actual tracking

• Designated/restricted funds

• Month-end and year-end close

• Audit/review preparation

• Records organization

• Outstanding-item follow-up

• Treasurer handoff and successor briefing

22-page printable PDF • Instant digital download

No accounting degree required. No complicated software. Just useful tools designed to make a real-world volunteer job easier.

AmoebaThings — Useful little things for big real-life challenges.

Please note: This is an educational and organizational resource and does not constitute legal, tax, accounting, investment, audit, or regulatory advice.