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