FINANCIAL MANAGEMENT

CHMS Financial Management Services offer a level of accounting expertise not often available to non-profit organizations and associations at a cost-effective price. Our in-house Certified Public Accountant leads an elite team of accounting professionals who will provide accurate and timely information to your Board of Directors or Executive Director. Our Senior Accountants are available to provide a strategic analysis of financial information and to offer advice and counsel to your leadership.

CHMS is experienced in successfully serving associations of all sizes and budgets and will tailor its services to meet your organizational and budgetary needs. CHMS financial service models include:

Financial Management for Volunteer Led Organizations

Working with your Treasurer or President, CHMS will perform full service Bookkeeping and Financial Management Services to your volunteer Board of Directors. Our skilled and professional team will provide accurate and timely reporting to ensure that you have a complete understanding of your organization’s finances. CHMS will perform an analysis of your financial information, identifying trends and opportunities. Working with the CHMS team, you will feel confident that all of your fiduciary responsibilities are being met.

Professional Financial Services for Executive Directors

CHMS offers a highly professional, cost-effective alternative to non-profit Executive Directors who are seeking to increase their financial management capacity. CHMS will become your dedicated bookkeeping and financial management professionals. Working with your Executive Director, we will develop a system designed to meet your organizational needs. Arrangements can be made for a CHMS team member to work in your office. We will provide accurate and timely reporting to your Executive Director and Treasurer to ensure that you have a complete understanding of your organization’s finances. Our Senior Financial Professionals will be available to offer advice and assistance as you evaluate new programs and services.

Financial Management Services Include:

    • Accounts receivable
    • Online accounts payable payments
    • Account reconciliation
    • Dues billing
    • Dues collection
    • Grant expenditure tracking
    • Monthly financial reports
    • Financial analysis
    • Annual budgeting
    • Year-end adjustments
    • Tax form 1099 preparation

 

Financial Services FAQs 
Financial Management Services Brochure

 

Professional Network

Association Management Compnaies Institute American Society of Association Executives California Society of Association Executives New York Society of Association ExecutivesAssociation Executives of North CarolinaInternational Association of Travel Agents Network