FINANCIAL MANAGEMENT
Complete Financial Management Services — Fiduciary Oversight & Forecasting
Financial success is critical to the growth of an association. Our in-house team of qualified, dedicated financial professionals consistently help our associations achieve goals and exceed financial benchmarks. We provide timely and transparent fiduciary oversight and forecasting strategies. This is accomplished by developing, analyzing and monitoring daily activities, formulating strategic, long-term business plans, studying market trends and minimizing potential risk. We work with the leadership team to develop sound budgeting strategies that aid in fiscal solvency and cost savings.
Financial Management with Security in Mind
Security is our top priority to ensure information remains protected and confidential. We work with one of the world’s leading digital security companies to make sure our and your financial information is secure.
Paragon Events Financial Services Includes
- Accounts payable and receivable expertise
- Oversight of policy and Support of the Board of Directors
- Bank, credit card, and merchant account reconciliation
- Annual budget preparation, assessment, and strategy
- Full-scale support (in conjunction with CPA) to complete financial reviews, audits, and tax preparation
- Administration of new signature forms during board transitions
- Expense management and oversight of payment approvals
- Follow up on collection of membership dues and outstanding invoices, with necessary notice provided
- Negotiation of discount rates and credit card fees
- Monthly, yearly, and ad hoc reporting and analysis