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Financial Services

It all comes down to the bottom line.

EDI’s experienced financial team successfully manages more than 25 clients with annual budgets ranging from $100,000 to more than $10 million.

Each EDI client undergoes an annual independent audit. In 2010, all of our associations received unqualified audits—the highest level of assurance that an organization’s financial condition and operations are represented fairly. This is a testament to EDI’s focus on internal controls and adherence to Generally Accepted Accounting Principles (GAAP).

With that kind of peace of mind, clients can focus on the other details of leading their associations.

Commitment to security

A breach of your customer credit card records can destroy the trust that associations have built with their members. That is why EDI is working to become 100 percent compliant with the PCI Data Security Standard. As part of our efforts to meet that standard, we require that all of the credit card information received by our clients is processed and stored securely to minimize risk.

Planning for your future

Clients can expand their programs with confidence knowing a team of experts is handling their financial future. We offer in-depth budgeting and forecasting, as well as expense analysis.

Daily oversight of accounts

Our financial team helps our clients understand and monitor their association finances by managing accounts payable/receivable, preparing monthly financial statements and coordinating tax preparation and independent year-end audits.