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Financial Services - Financial Services | Team Strategy Inc.

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Financial Accounting and Budgeting Services
ACCOUNTING/BUDGETING
  • Monthly Reconcilitions
  • Annual Roll Ups
  • GAAP
  • Budget Preparation
  • Reserve Analysis/Planning
  • CPA Liaison
  • Financial Account Management
  • Risk Assessment and Management
  • Membership Record Retention
Budgeting Services
ADMINISTRATIVE
  • Association Record Maintenance
  • Desktop Publishing
  • Electronic E-mailings
  • Electronic Invoicing
  • E-Payment
  • Correspondence Preparation
  • Work Order Issuance
  • Bid Proposals/Solicitations
  • Monthly/Quarterly Meetings
  • Annual Meetings
Colorado Registered Investment Advisors
FINANCIAL
  • Colorado Registered Investment Advisors #113469
  • Bank CD's and Money Market Accounts
  • Money Market Mutual Funds
  • Negotiated CD's
  • Treasury Backed Instruments
  • Tax Exempt Financial Intruments
  • Double Sector Investing
  • Reserve Analysis
  • Time Value Analysis
Individual, Small Business, and Association Management
EDUCATION
  • Financial Budgeting Education
  • Association Financial Education
  • Capital Asset Preservation
  • Individual Budgeting
  • Association Budgeting
  • Small Business Budgeting
  • Financial Planning
  • Financial Links and Information
  • Financial Calculators
  • Financial Classifieds
  • E-Bulletins/Financial

Features and Benefits:

  • Locally Owned and Operated

  • Independently Owned

  • Registered Investment Advisors

  • Bookkeeping/Accounting Services

  • FINRA Members
  • Accounting Liaison Services

  • Capital Asset Management Services

  • Stocks, Bonds, Mutual Funds
  • Real Asset Management (Commercial)

© 2019 Team Strategy Inc. All Rights Reserved
1825 Austin Bluffs Pkwy Ste 201
PO Box 26330
Colorado Springs CO  80936-6330
(719) 594-4003
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