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Treasurer's Handbook
— by Howard B. Levy
If you are the treasurer of a not-for-profit organization, ask yourself:
  • Does your organization know where it wants to be in five years, and does it have a plan to get there?
  • Is your organization preparing and using its budget as an effective planning tool and a control device?
  • Does the Board effectively meet its financial oversight responsibility?
  • Does the organization have adequate controls over the approval and processing of transactions and efficient, productive use of its resources?
  • What happened at United Way in 1992 and how is it affecting your organization today?

If you're not sure your answers to these or similar questions are the right answers then read this book!

This HANDBOOK was prepared primarily to help busy volunteer treasurers (of local, regional and small national charities and other not-for-profit organizations) do their jobs better. However, while it speaks directly to treasurers, reading it would benefit board chairpersons, presidents, all finance, budget, investment, and audit committee members and selected staff.

This HANDBOOK is a brief summary of many fundamental principles of financial management, as they apply to typical local not-for-profit organizations (including chapters or other affiliates of larger organizations) principles that every treasurer should know something about and presented in clear, non-technical, concise, and practical terms. The text is less than 100 pages long and can be read in less than two hours. Therefore, it is readable and quickly.

This HANDBOOK does not purport to cover the subject matter in an exhaustive or even comprehensive fashion. It is not an accounting textbook and it will not make an accountant or even a bookkeeper out of the untrained and inexperienced. It will not eliminate the need for expert advice on the application of generally accepted accounting principles or how to complete required government forms or for bookkeeping training or assistance from someone experienced. But it covers a lot of topics quite satisfactorily. Just click here to take a look at the extensive table of contents. And if you want to see what readers/reviewers have said about the TREASURER'S HANDBOOK, click here.

This HANDBOOK will help you, as the treasurer, to understand and meet your formidable responsibilities to perform or oversee your organization's accounting and other financial management functions effectively maximizing the trust placed in your organization by its constituents and possibly most importantly, it will help you recognize when you need help.


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