Financial and Business Management

Our objective is to manage solid finances for our homeowners’ associations (HOA). To do that we need to plan effectively and guarantee that the budget covers all essential community services, such as maintaining shared spaces and preserving property values.

To help our HOA’s achieve their financial goals, we provide:

Annual Budgeting and coordination for annual meetings.

Full-service accounts receivable and accounts payable

Online board portal provides access to the following in real-time:

• Comprehensive aging report
• Collections reports
• Financial documents

Detailed monthly financials are delivered to the board portal; these include a Balance Sheet, Income Statement, a full General Ledger (GL) along with bank statements.

Assistance with interpretation of reserve studies

Managing delinquencies and coordinating collections with the HOA attorneys.