Finance Services

Maintaining confidence in association finances is imperative. Association Management Center's finance professionals offer you the knowledge and expertise to achieve optimal financial performance, integrity and accountability. We maintain financial controls that leave no question about the status of our clients' finances.

Working closely with your treasurer and others on your board, AMC's Finance Team, which includes certified public accountants, can help you:

  • Develop and achieve both short- and long-term financial goals
  • Create and manage your annual budget
  • Recommend and implement investment strategies
  • Track revenue and expenses for every aspect of your organization
  • Facilitate an annual audit or review by an independent accounting firm

 

Budgeting

We invest a great deal of effort into preparing each client's budget. We also ensure that financial statements and budget formats match to facilitate comparison. Each month, our finance staff creates a year-end projection based on actual results and remaining budgeted amounts, providing a very useful management tool for the board and staff.

Reporting

AMC creates accurate, understandable client financial information in a timely manner, with monthly statements prepared within 25 days of each month�s end. We work closely with clients to ensure the information we provide satisfies their needs. Common reports include: Snapshot, Balance Sheet, Year-to-Date Income Statement, Annual Forecast, Annual Budget and Budget Detail.