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Documentation and recordkeeping for first responder organizations

Essential Financial Documents

Welcome to the Essential Documentation and Record Keeping Guide for First Responder Organizations.

Over the years, Anew Advisors has observed a common challenge faced by many unions nationwide: maintaining comprehensive and up-to-date records of their foundational and operational documents. This challenge, while seemingly administrative, is critical to the seamless operation, legal compliance, and historical preservation of these esteemed organizations.

The Importance of Proper Documentation

•    Operational Efficiency: It ensures smooth day-to-day operations and facilitates decision-making processes.

•    Compliance and Legal Integrity: It guarantees adherence to ever-evolving legal and regulatory requirements.

•    Historical Preservation: It preserves the rich history and legacy of your organization for future generations.

To Download the Guide, Click Here

For questions and guidance, email or call:

Michael Bongiorno - Director of Business Development - Fire Services

Email: MichaelB@anewadvisors.com

Phone: (414)520-8589

Glen Colwell - Managing Member

Email: GlenC@anewadvisors.com

Phone: (414)704-2875

Nick Schneider - Director of Investment Strategy

Email: NickS@anewadvisors.com

Phone: (920)676-7274

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