Financial Management Services
Excellent financial management is the key to successful association management.
The Sherwood Group has CPAs, accountants and bookkeepers on staff. Financial
reports are produced in any format your Treasurer and Board are comfortable
with. The Sherwood Group does not commingle client funds and all checks
require two signatures.
Services include:
- Budget preparation
- Financial planning/management
- Financial statements
- Cash flow projections
- Investment recommendations
- Accounts payable
- Accounts receivable
- Maintain banking relationships
- Coordinate annual audit/review
- Annual 990/990T tax return preparation
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