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Financial Management

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The AMI Team is proud to have many accountants, tax-preparers, auditors, and other financial professionals review and approve our financial management procedures and client reporting. Each client receives a financial management report which provides full disclosure of financial transactions.



With complete transparency, AMI manages and maintains all financial records, develops the annual budget, prepares monthly financial statements, and works with your tax accountant and/ or auditors. We will invoice, receive, and collect dues, conference and sponsor fees, and other revenue. AMI will manage the accounts payable.

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  • Bookkeeping Services

  • Financial Reports & Executive Summaries

  • Budget Development

  • Accounts Receivable & Accounts Payable

  • Credit Card Processing

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Client Testimonial

“Our organization has been utilizing AMI’s financial management services for over three years now and it has been a true game changer. As a small statewide association, we have limited capacity to manage this aspect of our work given the size of our staff. AMI’s team not only has the expertise, but the business and financial acumen to support and meet our needs. We are very happy with the services provided and will continue to contract with AMI to support in the management of our finances.”

-Ashley Heath Dietz

President & CEO, Florida Philanthropic Network

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