Financial Management
If your Association is self-managed (and you want to keep it that way) but you would like some assistance with handling the financial aspects of management we have a solution that you will be interested in. In keeping with the highest standards that are our tradition, we provide financial management that is budget-friendly and limits our involvement.
Our services may include the following and can, of-course, be tailored to meet your needs:
- Return all phone calls to Homeowners and Board Members in a timely manner
- Licensed managers that are accessible and available
- Provide financial reports to the Board of Directors
- Regularly mail statements to homeowners with unpaid assessments or fines
- Collect all revenues and disburse payments to vendors in accordance with the Board of Directors decisions and guidance
- Monitor delinquency and work with Homeowners to bring accounts current
- Initiate collections for delinquent accounts in accordance with the Association’s established policies and procedures and the Board’s guidance
- Serve as the custodian of the Association’s financial records
- Act as Resident Agent for the Association
- Assist the Board in preparation of the annual budget
- Coordinate the preparation of CPA Audits and Tax Returns for the Association
