Services
Managing an Association can be challenging. Here are just a few of the things we'll take off your plate.
Accounting & Bookkeeping
Financial Support
Management Consulting
Financial Management
Know where your money is
- Financial statement preparation
- Assessment receivable: billing options include coupon, invoice, or email
- Delinquency and Demand letters
- Accounts payable
- Payroll preparation and Taxes, including direct deposit
- Project financial reports
- Special assessment calculations
- Budgeting & Forecasting Support
- Guidance through the complicated foreclosure process
management & administrative services
Administrative services
- Meeting notice preparation
- Experienced recommendations
- Implementation of board policy
- Timely correspondence with unit owners
- Communication with residents
- Reserve study financial coordination
online services
Online tools & resources
Online portal for board members and owners
- Owners can pay assessments online
- Owners can submit work order requests online
Consulting
Extra services - only when needed
- Profit & Loss Analysis
- Balance Sheet evaluations
- Reserve Analysis
- Systems Evaluations
- Personnel File audits
- Systems & Procedures
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