Financial Management
Financial management for nonprofit associations
Finances are at the heart of any organization and security is our first and primary concern. SBI’s financial management for nonprofit associations provides reliable and compliant day-to-day bookkeeping activities. SBI also maintains on retainer a certified public accountant to oversee financial procedures, transitions, provide spot audits of SBI’s work, and all tax reporting. As an accredited AMC, we have demonstrated our expertise in individual client fund management, security, and checks, and balances of systems.
SBI also has a stellar group of association executives who, in their work with multiple clients, regularly participate in long-term strategic fiscal planning, budget development, and identifying new revenue streams to support fiscal sustainability and growth. We also support association treasurers and boards of directors in understanding and carrying out their fiduciary duties with transparency and integrity.
SBI can help your organization with:
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