An Ensemblo Kit
The First-Time Treasurer Kit
Everything you need for your first ninety days as a volunteer treasurer.
You said yes to being treasurer, and what showed up was a login you can’t use and a bank account someone else is still the only signer on. Nobody handed you a manual. You are quietly teaching yourself the job while the board assumes you already know it.
This kit is a coordinated set of 7 parts: the handover binder, the first 90 days, and the verification checklist for everything that depends on your bylaws. Fill them in, print them, use them.
Sold by Lemon Squeezy as authorized reseller.
Instant download (PDF) · 57 pages · A4 + US Letter
This is for you if…
- You were just elected or appointed treasurer of a small, all-volunteer organization.
- Think community association, school parent group, or small nonprofit, with no paid finance staff.
- Nobody handed you a manual, and the board assumes you already know the job.
Not for: paid bookkeepers and finance directors, organizations large enough to have a finance department, founders setting up a brand-new organization, or your own personal finances.
What’s inside (instant download, print & carry)
Before you start, the kit says what it covers and what it deliberately does not: no printed deadlines, no dollar thresholds, no form numbers. Those depend on your bylaws, and they go to Part 6.
- Part 1: The Handover Binder
- the forms and the signed record of the handover itself
- Part 2: The First 90 Days
- the action sequence from week 1 through day 90
- Part 3: Your First Treasurer’s Report
- a one-page report format a non-financial board can read
- Part 4: The Monthly Oversight Checklist
- what a working board checks every month
- Part 5: The Obligations Calendar
- blank on purpose, for your own organization’s dates
- Part 6: The Verification Checklist
- every rule, date and threshold in this kit routes here, answered with a source and a date instead of a printed number
- Part 7: Handing It On
- the successor folder, built from day 90, not your last day
Why it works
The Handover Binder opens it, the Verification Checklist backs every rule in it, and the successor folder closes it. That is what makes it a kit and not seven downloads.
Format & delivery
Instant PDF download, 57 pages. Print-ready in A4 and US Letter. No app, no login, no expiry.
FAQ
No. There is nothing to watch and nothing to hand in. You fill it in and use it.
No, on purpose. Those depend on your country, your state, your organization’s legal form and your own bylaws, and they change. Part 6 is where you write down what yours actually are, with a source and a date.
It was built for a small, all-volunteer organization with no paid finance staff (a community association, a school parent group, a small nonprofit). If your organization already has paid finance staff, you already have this.
Either way. Every blank is a real PDF form field, so you can type your answers in any PDF reader and save the file. Or print the parts you need and write on them by hand.
No. It’s educational material for organizing the handover and the first months. It does not replace your bylaws, a qualified professional, or the authorities your organization answers to.
Everything you need for your first ninety days as a volunteer treasurer.
Sold by Lemon Squeezy as authorized reseller.