Financial Management

AMR's financial management service has a proven record of exceptional performance. Our experienced team is poised to help your organization reach new levels of stability through a complete range of long- and short-term planning, reporting and oversight capabilities. In addition, AMR’s Vice President of Finance and Operations is a Certified Public Accountant (CPA), which provides a higher level of oversight and quality assurance.

• Develop and Implement Internal Controls to Safeguard Client Assets
• Budgeting and Planning
• Investment Strategy Development and Implementation
• Long-Term Goal Analysis
• Monthly Financial Statements and Custom Reporting
• IRS Compliance and Reporting
• Annual Audit and Independent Third Party CPA Reviews
• Insurance Policy Oversight