Services

Man reviewing financial graphs

National Services

Database/Records Management

  • Maintenance of National/Chapter Membership Records

Accounting

  • Preparation of customized financial statements
  • Assistance in budget preparation
  • Reconciliation of bank accounts
  • Consultation of problem areas
  • Preparation of Form 990 and/or 990-T
  • Consultations with house corporation members

Accounts Receivable

  • Billing chapters and colonies dues on behalf of the organization
  • Receive donations/contributions on behalf of the organization
  • Connection to client portal for accounts receivable reports

Accounts Payable

  • Timely payments to vendors
  • Maintain relationships with vendors
  • Preparation and mailing of checks
  • Preparation of Form 1099

Payroll

  • Maintenance of employees earnings records
  • Quarterly tax returns
  • W-2 forms
  • Timely tax deposits
  • Correspondence with IRS
  • Timely garnishment remittances

Cash Management System

  • Encourages fiscal responsibility
  • Accounting services
  • Maintenance of checking accounts
  • Accounts payable disbursements
  • Payroll disbursements

Property Management

  • Lease/Contract Management
    • Damage Deposit Management
    • Resident Move-In/Move-Out Inspections
    • Property/Resident Security
  • Consulting/Special Project Management
    • Renovations
    • General Repairs
    • Improvements
    • Additions
  • Develop/Perform Property Specific Maintenance Schedule(s)
    • Weekly, Monthly, Quarterly, Semi-Annually, Annually
  • Coordinate and Monitor Facility Lockdown(s)
    • Holidays, Summer Break/Vacation