Financial Management

Managing client finances with clear and accurate monthly reporting is most important to members and particularly boards and committees.  IMI policy dictates that we follow and surpass standard accounting procedures as well as client expectations.  We know that an efficient and transparent financial process allows for better understanding of the association financial health that can assist in strategic planning, budgeting and program development.  IMI has experience with both struggling and financially healthy organizations.

Included in our internal controls is to ensure all payments are accurate and approved; monthly budget comparison and clear, transparent monthly reporting. We fully support the Treasurer, Board, and Committees and are always mindful of your budget.   IMI has a history of assisting clients to efficiently maintain solvency. IMI will assist with the development of financial goals and facilitate necessary annual tax reporting by an independent accounting firm; pay strict attention to the budget and work with the treasurer to orient them to our financial procedures.

IMI works to ensure long term fiscal health for the organization.

  • Managing daily accounts payable and accounts receivable functions
  • Logging and making bank deposits
  • Preparing monthly, customized financial statements
  • Implementing investment management strategies
  • Preparing annual budgets
  • Maintaining all financial records
  • IRS filings
  • Asset reconciliation and management
  • Fundraising program implementation and management
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