Administration

Accounting

  • Accounting services executed with accuracy

  • Notification of members dues and renewals

  • Collection of dues and other accounts receivable/payable functions

  • Bank reconciliation

  • Cash management

  • Monthly and annual financial statements

  • Financial compilation report

  • Execution of sound fiscal policy and protocols


Fund Raising

  • Executive board meetings and/or appropriate committees

  • Event planning and development

  • Budget preparation and monetary goal setting

  • Site selection and options

  • Mailings and announcements

  • Professional event management


Taxation

  • Filing of all federal, state, and local tax returns

  • Provide members with analysis and articles on changing sections of the federal and state tax laws.

  • Assistance of individual tax situations needs to members, available on a fee basis


Dedicated Phone Line/Receptionist

  • Live phone answering/message service with the name of your organization

  • Weekly mail forwarding to officers


Membership File Management

  • Database listing of members, addresses, telephone numbers and geographic locations

  • Records of members' participation in the organization - marketing analysis for future membership service needs

  • Computer-generated form letters


Budget Analysis and Preparation

  • Assist finance and budget committees

  • Develop realistic financial organizational goals

  • Implementation and execution of board-approved budgets

 

Executive Management

  • Direct responsibility of association operations

  • Direct contact with officers and board

  • Organization and implementation of policies and procedures