We tailor our services for your unique needs.



Managing association finances requires expertise in budget management, cost accounting, e-commerce and merchant accounts, and the ability to partner with CPA firms and comply with federal, state and international tax authority regulations. CGO Consultants provides the entire suite of accounting and financial management services, including:

  • Meetings w/ team/management
  • Transaction posting (bank, credit card, other receipts)
  • Account reconciliation (bank, credit card, loan, etc)
  • Dynamic financial dashboard report
  • Financial reporting
  • software access and subscriptions
  • Budgeting & forecasting
  • Payroll
  • Invoicing/billing
  • Bill pay
  • Sales tax
  • Tax planning and returns


Often, the smaller the staff the bigger the challenge managing HR functions and obtaining high-quality affordable benefits. CGO Consultants provides a comprehensive suite of HR management services in tandem with some of the leading partners in cloud HR software, including:

  • Job Analysis & Job Descriptions
  • Coaching
  • Organization & Employee Surveys
  • Policies & Procedures
  • Interview Guides
  • Employee On-boarding
  • Orientation Programs
  • Background Checks
  • Digital Filing/documentation systems


As the leader of an association you probably never imagined you’d be wearing the hat of a Chief Technology Officer. In the digital age, most of your connections with your board, members and sponsors are electronic. Let CGO Consultants keep you current with software and hardware solutions that provide efficient back office technology management, member collaboration and social engagement. CGO Consultants can provide:

  • I.T. Consulting
  • Managed Services and Outsourcing
  • Data and Voice
  • Cloud Services
  • Office 365 Migration
  • Virtualization
  • Email & Spam Protection
  • Hosted Solutions
  • Mobility Solutions
  • Managed Security Services