acounting & finance

Not only do we manage all financial needs in accordance with GAAP, we make it easy for every director on the Board to meet his or her fiduciary responsibility. Our comprehensive set of proprietary financial reports was developed to be very easy to read by a busy executive (and easy understand for those who don’t necessarily have a financial background).

Meeting Expectations maintains a fully-staffed finance and accounting department, managing over $40MM in client transactions for a diverse client base. We build and manage budgets, deliver well-prepared financial reports and provide sound financial analysis. Your assigned staff accountant will manage everything from payables and receivables through budgeting and year-end reporting. 

Our comprehensive offering of accounting and financial services includes AR, AP, bookkeeping, check preparation, budgeting, financial projections and tax and audit preparation. As a trusted QuickBooks power user, we handle dues, registration fees, sponsor dollars and credit card transactions. Monthly statements are reconciled and coordinated with any third-party investment partners to produce consolidated monthly financials and a balance sheet. What’s more, we make it is easy for Board members to live up to their fiduciary responsibility with a proprietary set of financial reports designed for the very busy executives who may not have a background in finance or accounting.

And while we’re a leading association management company that serves a diverse set of clients, we guarantee that each and every one of one of your transactions is deposited directly into your dedicated account. 

What to expect:

  • Budgeting and forecasting
  • Comprehensive financial reporting
  • AP/AR management
  • Banking and merchant services management
  • Interim reporting, including projections and variance reports
  • Long-term financial planning and growth strategies
  • Revenue growth and diversification planning
  • Accounting solutions for foreign currency transactions
  • 501(c) tax review
  • Annual audit prep and management, including RFP development for auditor selection

Client benefit:

  • Financial management services that adhere to the Generally Accepted Accounting Principles (GAAP)
  • 100% transparency