- 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
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Client Testimonial
"AMR truly understands how a non-profit and volunteer organization should function, so our dedicated staff excels at helping us pull together at the task force and committee levels, organize our thoughts and spark action at the board level. This is because AMR itself is team-oriented, organized and action-focused."
Della Williamson, program administrator, Texas Employees Retirement System and NAGDCA past president
Della Williamson, program administrator, Texas Employees Retirement System and NAGDCA past president
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.
