M&A’s client organizations benefit from the in-house financial services we provide. We provide a comprehensive set of financial and accounting services including monthly financial statements and reporting to the Board of Directors to keep the board members informed and able to make timely and effective decisions. Accounting firms routinely praise our financial management practices and procedures, budget development and management, and financial reporting that helps our client organizations enhance their financial stability.
Association and nonprofit organization leaders have a legal responsibility to supervise the financial resources of the organization appropriately. M&A works with the board to help them understand financial reports and encourages their involvement in maintaining the positive financial health of the association. We provide advice and recommendations for managing funds, maximizing revenues, and controlling disbursements. M&A staff has worked with clients and financial advisors to develop and monitor investment policies.
M&A works closely with accounting firms to prepare annual tax returns and conduct routine audits and financial reviews for clients. We have enhanced the financial position of client organizations through strategic planning, managing fundraising activities and events, developing sound fund management practices and policies, responsibly controlling expenses, developing new and expanded revenue sources, and growing membership.