Associations

Associations today face more challenges than ever. You’re under extreme pressure to stay relevant to your members while simultaneously navigating new financial and operational complexities.

Our Experience

We provide assurance, tax, and consulting services to a diverse cross section of trade and professional associations like yours. Our clients range from newly established 501(c)(6) organizations dealing with innovative technologies to well-known associations with long histories and deep membership rosters.

Our Services

Our experienced team is here to help you achieve your mission. We can help you address common accounting and operational issues impacting your organization such as:

  • Internal controls
  • Board governance matters
  • Enterprise risk management
  • Corporate structure analysis
  • Unrelated business income issues
  • IT issues/risks
  • GDPR compliance
  • International tax compliance
  • State and local tax compliance
Blog

Forming a PAC: The Relationship Between Associations and Politics

Advocacy work is an important part of most associations. Executive leaders and staff members of... more
March 28, 2018
Blog

Insights on Fraud – COVID Impact

The Association of Certified Fraud Examiners (ACFE) recently released its Occupational Fraud 2022:... more
August 24, 2022
Blog

Bi-Annual Survey Reports on Occupational Fraud Statistics and the Success of Internal Controls, Among Many Other Findings

The Association of Certified Fraud Examiners (ACFE) publishes a bi-annual survey on corporate... more
August 17, 2022
Blog

Substantial Employee Retention Tax Credits Remain At Large

In response to the pandemic, the employee retention tax credit (ERTC) was created under the CARES... more
July 15, 2022
Blog

Sage Intacct Best Practices – Recommendations for your Remote Finance Team

With the recent transition to remote work for many employees, it is more important than ever to... more
June 17, 2022
Blog

Accounting Made Easy: 5 Steps to Fast, Easy, and Accurate Bank Reconciliations

One of the more fundamental and important processes in the monthly close is the reconciliation of... more
June 10, 2022
Blog

SMBs are the Perfect Candidates (for Hackers to Exploit)

A report by the U.S. National Cyber Security Alliance estimated that 60% of all small to... more
May 23, 2022