Financial & Accounting Services
Financial and Accounting Services are vital to an association’s success. From invoicing for regular membership dues, managing accounting payables and receivables and working with your Board of Executive Director, it is imperative to keep this information organized, up to date and secure. At McDonald AMC, we provide financial support and strategy including Bank Account Compliance, Yearly Budgeting, Maintenance of Checking, Savings and Investment Accounts, Financial Reporting, Taxes and Audits and More.
Annual Budgeting
Preparation and development of yearly budgets tailored specifically to your association's needs and goals.
Financial Reports
Monthly financial reporting including specialized reports that highlight your association's key performance indicators.
Tax Preparation
Oversee the preparation of taxes, financial reviews and audits to ensure government compliance in all aspects of your association.
Membership Finances
Establish and maintain membership accounts payables/receivable, sponsors, advertising, events and committees. Review and recommend membership benefits packages and work with the Board or Executive Director on pricing for each level of membership.
Bank and Investment Account Maintenance
Maintenance and management of checking, savings and investment accounts to monitor for fraudulent activity. Oversight of online payment processors, PCI Compliance and reconciliation of online purchases.
GAAP Compliance
Ensure Generally Accepted Accounting Principles (GAAP) are being met to limit association liability and exposure.
McDonald AMC Successes
McDonald AMC manages individual associations with revenues ranging anywhere from $50,000 – $2,000,000
We manage financial services for associations with full- time employees with total salaries close to $1,000,000
Developed new financial reporting that includes reorganization of accounts, financial policies and procedures.
McDonald AMC has several employees that are certified in QuickBooks Desktop as well as Quickbooks Online .
McDonald Association Management Company
Financial And Accounting Services
Accounting and Financial Services including Management of Bank Accounts, Development of Annual Budgets, Maintenance of Investment Accounts, Monthly Reporting and More.
Administration services to provide support, structure and organization to your company. We will handle the day to day so you can focus on your business!
Board Governance support including Board and Committee resources, Corporate Records Management, Strategic Planning, Policies and Procedures, and Mergers/Acquisitions.
Meetings and conference planning are pivotal to the operation of a business. From dealing with the logistics of welcoming attendees, to office and virtual room management, we will ensure your meetings are a success.
Membership recruitment, retention and management services including preparation and distribution of dues statements, payment reminders, final notices, membership materials & more.
Marketing support including marketing materials development, Website Design, Database Membership, Ad support, Press Releases, Social Media Management, Online Publications and More.
Contact Us!
McDonald AMC offers a strong team with a proven background and experience in association management, member services, financial management, event planning, legislative and regulatory advocacy, technical development strategy, and sales and marketing. The team understands the importance of developing tailored solutions and results for each client’s individual needs to ensure quality membership growth, increased value to current and future members, and the overall health and viability of the association.
LOCATION
1540 River Park Drive, Suite 211
Sacramento, CA, 95815-4608
Office Hours
Sat/Sun: Closed
Copyright © 2023 McDonald Association Management (McDonald AMC). All Rights Reserved.