Ready for the audit committee before they ask
A fiscal year, from the last day of it to the signed audit
The fiscal year ends
June thirtieth for most PTAs, and for the next few weeks nobody is quite sure what the year looked like. Your books already know; they just have not been asked in one place.
The audit committee is appointed
Two or three people who did not keep the books, named at a board meeting because your bylaws say so. None of them have seen your ledger before.
You open the Audit Kit
Reports, then Audit Kit. It reads your live books and scopes itself to the fiscal year you are in, so there is nothing to assemble and nothing to wait for.
The year arrives on one page
Assets, liabilities and equity at today's balances. Income and expenses measured across the fiscal year. Every bank connection and when it last synced. Every approved budget against actual. What you paid each vendor, largest first.
It tells you what is missing
How many entries this year carry no receipt. How many have no vendor. Which vendors crossed $2,000 without ever returning a W-9. Those are the three lists a committee asks for, and they are counted rather than estimated.
You chase the handful, while people still remember
Eleven receipts and two W-9s, found in July when the parent who bought the plates can still tell you what they were for. Attach them, refresh the page, and the count comes down.
The committee reads the same page
Give them a viewer login and they open the kit themselves, with links straight through to the balance sheet, the P&L and the trial balance. They are reading your actual books, not a photocopy of them.
The audit is signed off
The ten-item checklist walks the last mile — board minutes, insurance and bonding, cash handling procedures, prior-year findings. The committee signs, and next year's treasurer inherits a year that was closed properly.
An audit is not hard. Preparing for one at the last minute is.
A statement folder, an email thread, the register, a shoebox of receipts, and whatever the last treasurer meant by 'misc'.
Three people at a kitchen table on a Saturday, and the first thing anyone learns is that eleven transactions have no receipt.
The committee made four recommendations in August. Nobody wrote down that three of them were fixed, so they get made again.
PTA accounting that runs itself
Built for school groups. Free for 30 days, no credit card required.
What the Audit Kit puts on one page
Assets, liabilities and equity at today's balances. Income and expenses measured across your fiscal year, with links straight through to the balance sheet, P&L and trial balance.
How many journal entries in the year carry no receipt at all, and how many carry no vendor.
Every connection, the ledger account it feeds, and a red flag on anything that has not synced in thirty days.
Active vendors, who crossed $2,000 this fiscal year, how many of those still owe you a W-9, and your ten largest payees.
Each approved budget against actual, line by line, with a warning where expenses ran past what the membership voted.
The preparation that is not in the software: board minutes, insurance and bonding, cash handling procedures, and last year's findings.
What it checks, and why the numbers hold up
And so much more
Frequently Asked Questions
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AI Assistance
AI reads receipts, matches them to transactions, and proposes a category and vendor for every import. Nothing posts without a human saying yes.
Easy Import
Import your chart of accounts, budget, vendors and full transaction history. Switching mid-year is normal here, and we do the hard part with you.
Support
Our support team does nothing but K-12 school groups. They know what a fiscal year close looks like for a PTA, why your council wants that report, and how to fix the books when it goes wrong.