Who this is for
Treasurers of booster clubs, band and music boosters, PTOs, youth sports leagues and Friends-of groups, many of whom took the job because nobody else would. Our clients' families live in Easton, Brockton, Stoughton, Taunton, Bridgewater, Sharon, Mansfield and nearby towns; if you are further away, ask us.
You do not need to arrive organized. A shoebox of receipts and three bank statements is a normal starting point.
What we do
- Monthly or quarterly bookkeeping, set up by program and event
- Catch-up bookkeeping for a year (or several) that fell behind during a treasurer change
- Bank and payment-app reconciliation
- Checking which IRS return applies, using gross receipts before expenses
- Form 990-EZ and Form 990 preparation
- Gathering and checking the eight items for the 990-N e-Postcard; the submission runs through a Login.gov or ID.me account, so we agree who submits it when we scope the work
- Massachusetts Form PC preparation, including catch-up years
- Raffle bookkeeping and the figures and schedules for the clerk report
- Lists of the 1099 and W-2G forms your payments and prizes call for
- A treasurer handover package and annual compliance calendar
What we do not do
We want to be plain about this, because it matters for your club's filings.
- We do not perform audits or reviews. When the Attorney General requires reviewed or audited statements (gross support and revenue over $500,000), they must come from an independent CPA. We prepare the books and records that engagement needs.
- We do not give legal opinions on raffles, 50/50 drawings, online sales, incorporation or dissolution. Those go to an attorney.
- We do not promise outcomes from the IRS or the Attorney General. Officers sign the club's filings, and the agencies decide.
Almost no booster club is near the $500,000 line, so for most clubs the question of a review or audit never comes up.
How it works
- 1.A short call or visit to understand the club, its year-end and what is behind.
- 2.You share bank statements, the current books or spreadsheet, and any prior filings.
- 3.We give you a scope and a price in writing before anything starts.
- 4.We do the bookkeeping or clean-up and send you questions in one batch, not a drip.
- 5.We prepare the returns for an officer to review and sign.
- 6.We leave you with a calendar and a folder the next treasurer can use.
Before you call
It helps to know your fiscal year-end, roughly how much came in last year (before expenses), whether the club has an IRS determination letter, and whether it is registered with the Attorney General. If you are not sure about any of those, that is fine; finding out is part of the first conversation.
- Fiscal year-end
- Rough gross receipts last year
- IRS determination letter, if any
- AG account number, if any
- Raffle permit, if any
Figures on this page were checked against the IRS and Massachusetts sources listed alongside on 28 Sep 2026. They change — confirm the current amount before relying on one.
General information for owner-led businesses, not advice for your specific situation. Tax and accounting rules change, and how they apply depends on facts particular to your business. Talk to us — or to another qualified professional — before acting on anything here.
