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