fbpx
  • Monday - Friday: 8:00 - 4:30
  • 120 Prospect Street, Reading, PA 19606
Follow us on Social Media:

Finance

As part of the Management Services Agreement, Apis supports the Constellation by performing many financial functions on behalf of the individual Affiliates.

Some notable areas include:

  • General ledger and financial reporting on a monthly, quarterly and annual basis
  • Preparation of monthly and annual financial statements
  • Maintenance of bank accounts and credit cards
  • Monthly, quarterly and annual budget planning and forecast
  • Preparation of annual audits
  • Preparation of annual filings necessary to comply with all licensing bodies
  • All tax filings (990s, 1099s to vendors, W-2s to employees)
  • Assistance with purchasing and vendor contracts

What Can You Expect From Us?

At a high level, the finance department plans and manages company money, making sure a business can access cash in sustainable ways. We look forward to assisting your agency carve out a fiscally prudent solution to all your financial needs. – Joe Leone

Joe Leone | Chief Financial Officer
Translate »