Financial Management

financial-management-resized2If 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

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