Financial Management Services

  • Initial point of contact for (mail / phone /fax) Forward information on to appropriate individuals within organization or chapter.
  • Credit card activity management – Importation of information into Quickbooks format / maintain all files – and advise Treasurer or check signers of checks that need to be signed and distributed.
  • Handle all PayPal transactions and bank transfers.
  • Handle all banking deposits.
  • Complete reconciliation of fundraisers to Excel spreadsheets to bank statements.
  • Marketing / pre and post event print adds, fliers, save the date cards etc.
  • Maintenance of all membership activity.
  • Create and maintain mail lists of organization or chapter in paper form and digital.
  • Web site review, design and coordination with Webmaster