We treat your association’s money like our own. You maintain complete financial control, while we provide you with all the financial details you need to make good decisions. Using QuickBooks and agreed upon reporting formats, we provide you with clear, concise and completely transparent information as you need it and when you need it. We are backstopped by a professional CPA accounting firm that handles tax reporting, reviews and audits.
Our goal is to spend against an agreed upon annual budget. This gives us clear direction and provides you with clear and measurable expectations. If there’s a need to move outside of the budget, we work together to decide on the what, why, and how much of any changes. This is especially true with capital or long-term investments. We believe that trade associations exist to serve the membership, not to create huge cash reserves.