Community Financial Management is made easy with our experience resources and efficient handling of regular and annual accounting tasks.
OUR HOA Community Financial Management is FOR SELF-MANAGED COMMUNITIES:
- AP: Processing of the Association’s bills
- AR: Collecting of assessments through lockbox and other electronic/automated processing
- Assisting the Association’s accountant with the preparation of tax returns 1099 forms and audits
- Budgeting assistance and collaboration
- Monthly financial reporting and reconciliation of all bank accounts
- Late notice processing and assisting the Association’s legal counsel with collection cases
- Board access to the Association’s information through the state-of-art software portal
- Unit Owner portal access for their current account status and other information