Operations

An association’s day-to-day operations are critical to allowing its successful membership engagement: relationship-building, membership development, events, education, and advocacy.

Grau & Associates’ Operations services include legal, tax and risk management; governance; board management; finance and budgeting; and human resources.

FINANCE & BUDGETING

For associations just getting started, as well as those wishing to recalibrate or maintain their existing operations, finance and budgeting is vital. Regardless of your association’s status, establishing clear financial goals and aligning your annual budget, dues schedule, and membership structure to achieve sustainable success, can feel overwhelming.

How We Can Help

Grau & Associates is well-experienced in creating and redesigning a membership structure that is broad enough to capture maximum revenue from a diverse audience while assuring industry focus and adherence to the association’s core mission.  For new associations, as we work to create a membership structure that best serves your organization’s goals, we can also help you establish an equitable and manageable dues schedule that limits variables to ensure streamlined accounting processes. By creating a reliable membership and dues structure and assessing the contributions of different membership levels, Grau & Associates can generate a reasonable annual budget by reverse engineering what its members should pay based on what activities will cost.  With anticipated numbers of members, forecasted non-dues income, Grau & Associates can help your association accurately anticipate its monthly, quarterly, and annual revenue. For established associations, our team also provides year-round bookkeeping services that allow your association leadership to view real-time financial statements, such as profit-and-loss statements and balance sheets.  For all clients, we remain an accessible, knowledgeable, and adaptable part of your financial team.  In collaboration with your association’s board and finance committee, we watch over your association’s budget, assessing revenue vs. costs, providing meaningful data at any time.  Grau & Associates provides routine reports to your organization’s finance staff, along with an annual budget report to the full membership. We keep the finance and budgeting process streamlined, clear, and regular enough to guarantee alignment between organizational goals and concrete financial outcomes. If your association is seeking to establish or optimize its membership structure, dues schedule, or simply to employ new budgetary oversight, please contact us today.

“Grau & Associates not only helpedestablish APPS, it has also been instrumental in growing the association.”

Greg Gbur
Association of Professional Pipeline Surveyors

“When Grau & Associates began workingwith our association its first order of business was evaluating our finances and immediately finding ways to strengthen our fiscal position.”

Steve Strnisha
Invest in the United States of America

“Grau & Associates expertly walked us(and continues to shepherd IoTEA) through (these) requirements, record keeping, and compliance. G&A is an invaluable resource.”

Greg Puschnigg
Internet of Things Energy Association

“We were so satisfied with G&A’s ability tohelp us (do so), Aaron is now a member of the LRC board! We highly recommend his services.”

Shad Henderson
Neighborhood Allies

Our Services

Operations

Engagement

“Grau & Associates not only helpedestablish APPS, it has also been instrumental in growing the association.”

Greg Gbur
Association of Professional Pipeline Surveyors

“When Grau & Associates began workingwith our association its first order of business was evaluating our finances and immediately finding ways to strengthen our fiscal position.”

Steve Strnisha
Invest in the United States of America

“Grau & Associates expertly walked us(and continues to shepherd IoTEA) through (these) requirements, record keeping, and compliance. G&A is an invaluable resource.”

Greg Puschnigg
Internet of Things Energy Association

“We were so satisfied with G&A’s ability tohelp us (do so), Aaron is now a member of the LRC board! We highly recommend his services.”

Shad Henderson
Neighborhood Allies

Our Process is Different

We are here for you every part of your association's journey. Learn more about our process.

Let’s Collaborate

We embrace each new opportunity to collaborate, prioritizing your association’s needs, values, aspirations, and vision. Contact us today to let us know how we can help.