Accounts Receivables

  • Daily processing of the association’s homeowner assessment payments in a secure payment processing facility.

Accounts Payable

  • Daily processing of the association’s vendor invoices and provide a secure on-line review and approval process for your board.

Financial Reporting

  • Monthly association financial financial statements and transnational reporting submitted electronically to your board.

Administrative Support

  • Regularly supporting the board with account statement requests for homeowners and title companies, new homeowner setup and welcome communication, and annual coordination of the CPA preparation of the tax return. Additionally, client associations receive a public community website (with private homeowner account access) as part of their service.

Past Due Account Administration

  • Monthly administration of the association’s delinquency action protocol. If you don’t have one, we can help with that too!

Document Retention

  • Retention of critical association documents (e.g. recorded governing documents, tax returns, insurance policies, meeting minutes, financial reports, invoices, etc.).