Financial Management

SBI Management Services, Inc. also offers nonprofit associations assistance in managing the financial side of their organizations. Keeping the financial integrity and strength of a group will ensure the overall vitality and stability of the group. SBI provides support in the following areas:

• Working with treasurer to oversee association finances
• Creating and preparing realistic budgets
• Developing committee budgets
• Suggesting creative ways to generate revenue
• Using proven methods to monitor and control costs
• Preparing monthly financial reports
• Coordinating with accountants for annual tax filings
• Recommending pricing policies for dues, conferences and member services
• Performing daily bookkeeping of income and expenses
• Preparing tax forms