Monthly Treasurer & Board Reporting Pack

Take the guesswork out of monthly booster club financial reporting.

The Booster Club Monthly Treasurer & Board Reporting Pack gives volunteer treasurers a structured, repeatable system for organizing financial activity and presenting clear financial information to the board.

Instead of rebuilding reports every month—or leaving the next treasurer to figure out how everything works from scratch—this toolkit provides a consistent framework your organization can use month after month and from one treasurer to the next.

This pack includes:

• Editable Excel financial reporting workbook
• Monthly financial reporting tools and templates
• Board-ready reporting structure
• Supporting PDF guide with instructions and recommended workflow
• White Loon Advisory License & Terms

Designed for booster club treasurers, presidents, board members and finance committees who want better financial organization without building an accounting system from scratch.

Easy to customize. Enter your organization's information and financial activity into the editable Excel workbook and use the accompanying guide to implement the reporting process.

Digital download: Microsoft Excel workbook + PDF documents. No physical product will be shipped.

License: Purchase includes a license for use by one organization. Materials may be customized and shared internally with that organization's officers, board members and volunteers. Redistribution, resale and use by unrelated organizations are not permitted.

Important: These materials are educational and organizational resources and do not constitute legal, tax, audit or other regulated professional advice. See the included License & Terms for complete details.

Developed by White Loon Advisory LLC | Financial Management Consulting