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Financial Services

A principal association tenet is to be financially sound. Therefore, principals and procedures based on knowledge and experience need to be in place, which are:

  • Essential to the organization's fiscal soundness
  • Essential to growth, programs, and future planning
  • Essential to your image
  • Essential to your day to day operations, staffing etc

We provide excellent full service association accounting with an in-house staff knowledgeable about non-profit association accounting. Monthly financial reports list all income and expense categories in comparison to budgeted amounts. Financial management and oversight includes maintenance of checking, savings and investment accounts and establishment of accounts receivable/payable systems.

We also work with Board/Executive Committees to establish financial goals and to maintain adequate reserves that assist in affording growth and building reserves.