Leadership & Strategy Development

Member & Administrative
Management


Conference, Trade Show &
Event Management


Marketing & Communications

Web & Technology
Management


Financial Management &
Accounting


Educational Programs &
Accreditation


Chapter & Interest Group Support

Government Relations

Advocacy & Public Education


I'm looking for

Financial Management

Excellent financial management is the key to successful association management. The Sherwood Group has CPAs, accountants and bookkeepers who provide world class, full service, in-house accounting and financial services to our not-for-profit organizations, including nine 501(c)(3) and six 501(c)(6) organizations.

Our internal controls and procedures are consistently rated highly by our independent CPA firm. Sherwood provides its clients with monthly financial statements, which includes: journal entries, bank account reconciliation, reconciliation of all other asset and liability accounts, investment oversight and accounting for restricted funds. 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 and cash management
  • Investment recommendations
  • Accounts payable
  • Accounts receivable
  • Maintain banking relationships
  • Coordinate annual audit/review
  • Annual 990/990T tax return preparation