Transaction Services
We’ll handle all the daily accounting functions associated with Member dues and non-Member dues revenues, and the related reporting. We can also seamlessly manage all finances related to your events and conferences.
Budgeting & Forecasting
As part of our Strategic Counsel services, we’ll work with you to chart the financial roadmap that supports your association’s short and long term goals. Different scenarios and outcomes will be considered, always with a focused and balanced eye on macro objectives.
Monthly Analytics
Each month we will deliver a comprehensive report on your association’s Key Performance Indicators (KPIs), showing our progress on established outcomes. We’ll readily know when benchmarks are being achieved, or if anything is off track.
Year End Report & Audit
Your timely year end reporting package provides a comprehensive look at your association’s performance and we’ll help coordinate the preparation of your audited financial statements. Once completed, we’ll collaborate on an Annual Report publication that showcases significant accomplishments and reinforces your Mission.
