Financial Services

CalculatorThe Financial Services Department handles the day-to-day financial operations of AJJ clients. This includes:

  • Processing accounts payable
  • Preparing weekly deposits
  • Reconciling bank statements
  • Preparing reports for board members
  • Working with association staff to coordinate management of client investments
  • Working with association staff to develop operational and conference budgets

The department also makes tax deposits, transfers funds into and out of various accounts, as well as prepares information for staff payroll. In addition, our team will mail checks, file paid bills and paperwork, and prepare the annual 1099 tax forms to all non-employees for all of our clients.

Meet Our Team

  • Patricia A. Fortney, Controller
  • Alicia Fortney, Bookkeeper
  • Megan Golle, Bookkeeper

Our Financial Services Clients