Balance your books with fiscal and financial expertise.

What Our Financial and Accounting Services Provide

Full-Service Financial Management

  • Handling all aspects of your association’s financial health, from budgeting to reporting
  • Using efficient procedures to streamline financial tasks and ensure accuracy
  • Providing forecasts and custom reports that help you make informed financial decisions
  • Optimizing cash flow, aiding you in having the funds necessary to pursue your goals

Accredited Financial and Accounting Procedures

  • Adhering to the highest industry-specific accounting standards and best practices
  • Following accredited accounting methods to produce verifiable, reliable records
  • Conducting annual audits (upon board approval) that assess your financial health
  • Minimizing risk and maximizing security with rigorous financial security protocols

Your members are your association’s lifeblood, but your finances are what make that blood pump.
Our association managers and financial assistants are painstaking in their processes. With our services, your association is ready to harness its financial assets and drive your mission forward.

Would you like to learn more about our financial and accounting procedures?

How Financial and Accounting Services Offer Peace of Mind

We’re adamant about providing expert financial services that prioritize your association’s finances. But we’re not simply serious about the process — we’re bound to accredited procedures. Our team crunches the numbers with established practices and standards. 

Pair those practices with tailored reporting and board-approved annual audits, and you have an engine that powers your mission. Meanwhile, you breathe easy — your finances are in good hands.

Our financial and accounting services bring you benefits beyond peace of mind:

  • Transparency and trust with your board and stakeholders
  • Data-driven decision-making
  • Clear, association-wide financial oversight
  • Fiscal mastery per your industry
  • Competitive edge regarding what efforts attract and retain members

Why CM Services Makes the Grade

You already have a laundry list of leadership duties. Settling for subpar financial and accounting services shouldn’t be on it.

CM Services has a lengthy track record of vibrant client partnerships — nearly five decades. Our team gets to know you, your association and your financial goals as closely as possible. We know that distinctive, compliant financial and accounting services are nothing to leave to chance.

Get to know us and our attentive partnership process.

Are You Ready?

Align, track and protect your financial resources.

Our 90-Day Guarantee

We promise to prove that CM Services is the best association management company (AMC) for your association. If at any time in the first 90 days of partnership you’re not happy with our work, we will refund 50% of your fees and help you find a new AMC.