Financial Services

Any organization of dedicated volunteers needs solid financial data in order to make sound business decisions. Our financial management team will provide you timely, accurate information that is easily understood.

We give your organization peace of mind by providing the following financial services:

  • Budget preparation.
  • Maintenance of association books and financial records.
  • Billing and collection.
  • Bank deposits and statement reconciliation.
  • Receive, verify and prepare checks in payment of bills.
  • Prepare monthly or quarterly financial reports to Board of Directors.
  • Assist auditor in preparation of annual audit.
  • Prepare annual personal property tax return.
  • Supervise preparation of annual form 990 and provide information to IRS audits.
  • Bonded personnel and cash flow controls.
  • Maintain insurance including general liability, Directors' and Officers' liability, bonding, etc., as required.