Association Management - Pinnacle Consulting Group, Inc.

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Association Management

General Correspondence:	Newsletters, Welcome Letters, ARC Information
Constituent Communication:	Phone Call, E-Mail, Letter tracking
Board Meeting:	Preparation, Postings, Packets, Attendance, Minutes and Follow up
Record Management:	Files, Records, Title Information, Property Closing Support, Research, Website
Fee Billings:	Utility Billing, O&M Fee, Development Fee
Payables:	Review and Approve Invoices, Draft Payables Listing, Banking
Reporting:	Monthly Memos, Action Plan, Budget Tracking
Compliance:	Filing, Reporting and Mapping
Audit:	Audit Preparation and Work Papers
Budget:	Preparation and Monitoring of annual budget
Insurance:	Board and Facilities
Agreements:	Contracts, Agreements, IGA
Site Observation:
ARC Admin:	Design Review, Acceptance, Fee Collection, Record Management
ARC Enforcement:	Inspection, Violation Letter, Management

Finance and Accounting

Monthly Prep:	Accounting, Financial Statement
Audit:	Audit Preparation and Work Papers
Audit Exemption:
Board Meeting:	Preparation, Attendance
Budget:	Preparation and Monitoring
Compliance:	Filing and Reporting
Receivables:	Revenue Billing
Payables:	Invoice Approval, Payables, Banking
Cash Management:	Cash Flow and Investing

“Pinnacle has been a champion of SERVE6.8 since the start. Each year our relationship grows deeper. Joining alongside our Thanksgiving, Christmas, and Resource Center ministries, Pinnacle has had an amazing impact on SERVE6.8 and helped us support over 20,000 families in 2022.”

Krista AckermanVolunteers, Special Events, & Care DirectorServe 6.8

"The new home kits that we receive from Pinnacle help our youth exiting foster care and our single parents with necessary items to start making a home. Most of these folks move in with nothing… these kits give them a head start. They cannot buy these items with food stamps so it often takes months to acquire the essential supplies. We are lucky to partner with a company like Pinnacle who supports local non profits."

GeriAnna EchelbergerNavigator, VIP Program at The Edge CommunityLoveland Housing Authority

"Pinnacle has been a reliable and consistent partner of The Matthews House for many years now! They have provided many dinners (with fun activities!) to families that work with The Matthews House from all over Larimer County. Countless hamburgers and hot dogs have been grilled, and the friendly faces of Pinnacle staff have made our participants feel welcome and included. In recent years, Pinnacle has increased their engagement with The Matthews House to support our clients and staff all throughout the year. Pinnacle volunteers have helped with our annual fundraising gala, gathered school supplies for our high school students who don't have as many resources, run bingo night for families, served turkey and mashed potatoes at our annual Thanksgiving dinner, and collected non-perishable food to deliver with frozen turkeys to families across Larimer County right before Thanksgiving. Their commitment to The Matthews House's mission and to the families needing more support in Larimer County has helped us to serve the needs of families in many different ways. We would not be able to do all the events we have done without the support of Pinnacle staff and funds. They are committed to giving back to the community, and we always know we can contact Pinnacle when dreaming up a new project or another way to help families!"

Lise Harwell, M.Ed.Education and Enrichment DirectorThe Matthews House

"Pinnacle has been a strong partner as we have seen our own organization grow and evolve. Thanks to their solid performance we have expanded the services they provide, knowing we can count on them to deliver. We’ve appreciated the relationship we’ve built and confidently recommend them for your agency."

David WolfFire ChiefEstes Valley Fire Protection District

"Pinnacle Consulting Group, Inc. has been an invaluable partner for our regional 9-1-1 funding authority for several years. They have helped us to restructure and simplify our funding model, streamline our accounting procedures, and provide timely financial statements each month to keep our board of directors fully informed of our financial status. The team we work with is very responsive to our needs and quickly provides assistance to any inquiries."

Jeff IrvinExecutive DirectorJefferson County Emergency Communications Authority (JCECA)