Services
Your club's complete
finance department
Strategic leadership, hands-on execution, and deep institutional knowledge — delivered as a fractional engagement that scales with your club.
Financial Management & Reporting
Monthly Financial Close
Complete month-end close process with financial statement preparation, variance analysis, and executive-level narrative reporting tailored for your board and finance committees.
Budget Development & Forecasting
Annual operating and capital budgets, rolling forecasts, scenario modeling, and long-range financial planning aligned with your club's strategic direction.
Board & Committee Presentations
Finance committee reports, board packages, and member-facing financial communications that translate complex data into clear, actionable insights.
A/R & Collections Management
Member billing oversight, aging analysis, collections workflows, and delinquency reporting across multiple entities and assessment types.
HR, Compliance & Operations
California Employment Compliance
CFRA/FMLA leave management, wage and hour compliance, separation agreements, workforce restructuring, and employment law advisory.
Payroll & Benefits
Payroll oversight, benefits administration, workers' compensation, tip allocation, and seasonal staffing management.
Audit & Tax Coordination
Audit preparation, external auditor coordination, tax planning support, Form 990 preparation, and regulatory response letters.
Policy Development
Employee handbooks, operational procedures, governance documents, and compliance frameworks specific to private club structures.
Strategic Advisory
Capital Planning & Reserves
Reserve study analysis, capital improvement planning, assessment strategies, and funding models for major infrastructure projects.
Dues & Pricing Strategy
Dues structure analysis, initiation fee modeling, F&B pricing, and competitive positioning to optimize member value.
Multi-Entity Management
Complex club structures with homeowners associations, golf associations, estates, and shared cost allocation across entities.
Operational Analysis
Department-level profitability, labor cost optimization, vendor contract review, and efficiency improvements across all amenities.