Outsourcing Solutions

Financial Management

At the core of any business relationship, clients must have absolute confidence that management acts soundly and ethically when handling their financial affairs. Without a foundation of fiduciary trust, a true partnership does not exist. After more than 90 years in the association management business, Bostrom is proud to maintain our sterling reputation for quality, honesty and propriety. We welcome you to contact us for all of your questions regarding financial management services.

Financial specialist sitting with client going over financials

Financial services specialist sitting in cafe with happy clients

Our Services in the Area of Financial Management

Maintain financial records in accordance with GAAP and IRS regulations
Assist annual audits, tax filings, and tax return reviews
Accounts payable and accounts receivable
Monthly financial reports
Assist annual budget preparation
Monthly bank, merchant, and investment reconciliations
Maintain bank accounts

Doug Braun-Harvey, AASECT past treasurer

“Bostrom’s strategic guidance coupled with its agile and dedicated staff worked collaboratively with our board to prioritize developing sufficient reserves to weather unexpected future events. Bostrom’s teamwork enabled AASECT to remain steadfast in focusing on our future and adapt to changing dynamics in our field. Our strong financial position postured us well to meet the challenges of the current pandemic.”