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
Whitepaper

Top 10 Risks for Associations – Risks That Should Be Discussed in Your Board Rooms

Associations today face more challenges than ever. You’re under extreme pressure to stay relevant... more
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

Sage Intacct Best Practices – Recommendations for your Remote Finance Team

General recommendations Cross-train users and make sure everyone has a backup. If someone must... 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
Blog

Top 10 Security Controls and Practices Routinely Exploited for Initial Access to Victim Networks

A joint security advisory issued by multiple national cybersecurity authorities reveals the top 10... more
May 23, 2022
Blog

New HSA Contribution Limits Released for 2023

The IRS recently released Revenue Procedure 2022-24 with the 2023 annual contribution limits for... more
May 2, 2022
Blog

Secure Act 2.0 passed by the House of Representatives

Much like last year at this time, retirement legislation is gaining steam In Washington. The... more
April 25, 2022