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.
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
“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.”
Doug Braun-Harvey, LMFT, CGP, CST
AASECT Past Treasurer & Finance Committee Member
Our Finance Team
Teams dedicated to your mission.
Get to know the dynamic people you’ll be working with!
John Dee, CPA, CGMA
Chief Financial Officer & Chief Operating Officer