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FINANCIAL MANAGEMENT
Maintaining confidence in association finances is imperative. Working closely with an organization’s treasurer and others on the board, Penman & Winton can help:
- Develop and achieve both short- and long-term financial goals
- Track revenue and expenses
- Prepare monthly financial statements and tracking reports
- Comply with IRS reporting standards
- Maintain historical financial records
- Provide oversight and administration of board approved annual budget
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