Financial +
Record Keeping

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Exceed Your Goals.

Sound financial management makes anything possible for the future of your organization.

When managing budgets and bank balances, many make do with the financial information their software provides them, but they often don’t have the details they need at their fingertips. Our clients get the financial analysis they need to make effective, well-informed decisions about the financial future of their organization. We also ensure the securing of your financial situation and accurate reporting requirements are maintained.

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We can help to keep you on track by:

  • Developing and maintaining a financial reporting structure to provide the information you need, when you need it

  • Eliminating your cash-management headaches with sound budgeting and monthly financial statements

  • Preparing and monitoring receivables, payables, and annual budget

  • Providing ongoing budget-to-actual comparisons

  • Converting cash-basis statements to accrual-basis at year-end

  • Serving as broker/procurer of goods and/or services of third-party vendors as needed

  • Documenting and organizing records and preparing appropriate and timely reports to local, provincial, or federal agencies and the fiscal condition or obligations due for such entities

  • Ensuring the accounting function is staffed by competent and insured individuals trained to carry out fiscal responsibilities

  • Implementing a financial system with formal accounting policies and procedures based on the appropriate “generally accepted accounting principles” that have been ratified by the association’s boards of directors

  • Working with your auditors for your annual audit or statement review