Donaldson delivers a full range of Financial Management and Accounting services. We pride ourselves in keeping our clients well-informed on the current and projected financial positions of each of their assets. Our sophisticated custom reports enable us to evaluate and manage cash on a real-time basis, make cash flow projections, and update our clients on upcoming contributions to and/or distributions from their assets.
Donaldson consistently explores ways to improve our Financial Management and Accounting Services to our clients through ongoing operational review and innovation. We understand the strategic importance of well-designed financial systems, accurate reporting, and timely financial data and strive to give you peace of mind through rigorous and transparent accounting and bookkeeping processes. We offer flexible financial reporting capabilities and tailor our services to meet your needs and goals.
Services Include:
- Financial Analysis
- Cash and Accrual Financial Reporting
- GAAP and Income Tax Accounting Solutions
- Tax and Partnership Reporting (with Client’s Tax Accountant’s Collaboration)
- Monthly and Annual Cash Flow Projections
- Cash Management Solutions
- Resident Payments Solutions including On-site Check Scanning, On-Line Credit and Debit Card Transactions, and ACH Payments (all at no additional cost to the client)
- Vendor Payment Solutions including Electronic Invoice Submission and e-Checks
- Payroll Solutions
