Financial Management Services

We handle all of the day to day financial needs of an Association while providing detailed reports to the Trustees on a Monthly basis.

Financial Services

Monthly financial statements to Trustees
Monthly statement of account to each unit owner
Annual Budget Preparation
Segregated accounts for maximum protection while obtaining an optimal return on funds held
Administration of on-site employee payroll
Prompt attention to delinquent accounts
Knowledgeable cash management, ensuring that available cash flow will meet daily requirements
Accounts Payable (A/P) and Accounts Receivable (A/R) management
Maintenance of all tax records
Assistance with audit/review, if needed