Finance
Sound financial management with stringent internal controls provides the basis for your Board in making solid business decisions. We pride ourselves on providing our partner associations with up-to-date, timely and easy-to-understand financial statements with the level of detail you expect.
Our services include:
- Budget development and monitoring
- Internal accounting system development
- Internal controls and cash management
- Timely monthly financial reports
- Project Accounting
- Tax return coordination & preparation
- Coordination with outside auditors, banks and investment firms
Business Planning
Should your organization expand, downsize or outsource? Your Board and staff can use our expertise to:
- Analyze your association's structure
- Develop a Strategic Plan
- Re-organize
- Create a new association or foundation
- Plan a merger
- Add income by developing and implementing a Member Benefits Program
Depending on the needs of your organization, your leadership may require some of our specialized services:
- Leadership Training
- Strategic Planning
- Branding Seminar


