Financial Management

  • Provide professional management for all aspects of billing, collection, and record keeping using accrual based accounting.
  • Employ a full-time Financial Manager, who assists owners with any property or association related financial issues.
  • Online payment of assessment options and member website access to property and community information, etc.
  • Maintain a complete and accurate set of financial records such as balance sheet, income statement, and general ledger.
  • Provide payment billing statements for assessments/rent on a monthly, quarterly or yearly basis, as required, as well as collections processing of delinquent accounts.
  • Prepare financial reports for Owners, Investors, and Board of Directors; provide information, as required.
  • Respond to all inquiries regarding account status, fees, and related financial matters in a timely manner.
  • Assist the Certified Public Accountant, engaged by the owner or association, with the annual review, compilation or full audit, as needed, and preparation of state and federal taxes.

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