Welcome!

We help Executive Directors and boards understand event risk, sponsorship dependence, and where their revenue is actually coming from — so they can make confident decisions.

Most associations look financially stable — until they’re not.

On paper:

• Membership is steady
• The annual conference performs well
• Sponsorship revenue looks strong

But behind the scenes:

• No one knows the true conference break-even point
• Sponsor revenue is masking weak program margins
• Hiring decisions depend on “how the event goes”
• Board conversations focus on reports, not decisions

And when one event drives a large portion of revenue, that uncertainty becomes risk.

We help association leadership teams see the full picture.

Daniels Business Solutions provides fractional CFO services specifically for membership organizations with:

• Annual conferences
• Sponsorship and exhibitor revenue
• Multiple programs (membership, events, education, certification)

We don’t replace your bookkeeper (we even offer those services).

We sit between them — helping you understand what the numbers actually mean and what to do next.

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Financial Leadership for Associations

We help you answer the questions that matter most:

• What attendance do we need to break even at our conference?
• Which programs are funding the mission — and which are being subsidized?
• How dependent are we on sponsors?
• When is it safe to hire?
• How much reserve do we actually have?

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SERVICES

How do we help Executive Directors and Boards of Associations?

Conference Financial Modeling

• Break-even attendance and margin analysis
• Sponsor dependency and exhibitor contribution
• Pricing and attendance sensitivity
• Post-event financial clarity

Program Profitability & Revenue Clarity

• Contribution margin by program
• Identification of hidden subsidies
• Alignment of financial reporting with operations

Cash Flow & Reserve Planning

• Rolling 12-month cash forecasting
• Event-driven cash timing analysis
• Reserve target and risk alignment

Board Financial Clarity

• One-page financial dashboards
• Decision-focused reporting
• Support for board and finance committee discussions

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Most financial support for associations falls into two categories:

Accounting

• Keeps the books accurate
• Focuses on compliance

Advisory

• High-level guidance
• Often disconnected from actual numbers

We connect both.

That means:

• Your data is accurate
• Your insights are relevant
• Your decisions are grounded in reality

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When financial clarity is in place:

• Leadership understands where revenue is truly coming from
• Conference risk is known before the event, not after
• Board conversations become more strategic
• Hiring and investment decisions feel confident
• The organization becomes more stable and predictable

You don’t need more reports.

You need clarity.

Schedule a 15-Minute Financial Debrief → HERE