The New Veterans Post Treasurer

About this book

The members voted. Now there’s a checkbook, a canteen register, a bingo license, and a trustees’ audit coming up next quarter.

Most finance officers and quartermasters take the job with no training at all, often from someone who kept half the system in their head. This course walks you through your first year in six practical sessions, built around a fictional post you’ll get to know along the way.

• How to take over from the last officer, and what to collect before they go
• Closing out bartender drawers, counting inventory, and watching pour cost
• Bingo, pull-tabs, and raffles: separate accounts and state reports
• Relief funds, per-capita dues, hall deposits, and money that isn’t the post’s
• Payroll for bartenders, monthly reports, budgets, and the right 990 return
• Simple controls and bonding that protect the post’s money and your good name

Each session ends with discussion questions to work through with your outgoing officer, your trustees, or a mentor from another post. A companion workbook with practice exercises and reproducible forms is available separately.

The treasurer books are general education for volunteers. They are not individual tax, legal or accounting advice; for your organization's specific situation, consult a qualified professional.