Financial Services & Accounting
Wanner Associates will utilize its Financial Officer to perform most of the following services.
- Membership dues and accounts receivable billing, collection and recording
- Payment of bills
- Financial statement preparation
- Cash flow analysis
- Budget preparation
The Financial Officer currently handles financial management and accounting for all the firm's full management clients. Reports are tailored to each client's needs. Wanner Associates currently utilizes the Peachtree accounting system.
Often times financial statements and other accounting reports can be difficult to interpret or can include too much or too little information. The Financial Officer will work with the Treasurer to determine the information desired by the Board. Reports will be produced in an accurate, detailed, and professional format.