Members expect accountability for their association’s finances.  AMP manages all aspects of your organization’s finances, using best practices and technology to provide secure fiscal management.

• Develop the annual budget and maintain mandatory association documentation, including IRS records necessary to retain nonprofit status
• Issue monthly financial statements, including a statement of financial position (balance sheet), profit and loss, and related program budgets and reports
• Make electronic deposits, handle daily bookkeeping, and payables/receivables
• Reconcile bank statements and prepare final reports
• Accept credit card payments online or over the phone, utilizing the software integration with the membership database for most efficient, accurate reporting
• Work with an investment advisor selected by your leadership to manage investments in accordance with set policy
• Coordinate regular reporting meetings with the board or investment committee
• Secure the services of an independent auditor, who typically files the appropriate tax returns