Community Financial Management

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