Financial Services
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Our company offers the following financial services:
  • Collection of monthly fees by check, electronic withdrawal, e-check or credit card
  • Collection of annual fees
  • Collection of special assessments
  • Deposit payments in Association accounts
  • Correspondence to delinquent homeowners including late fees, pre lien letters and lien letters 
  • File liens and release of liens with assistance of Association attorney if necessary
  • Work with Association attorney to collect past due accounts
  • Review, approve and code Association invoices for payment
  • Process payment of Association expenses
  • Processing of W-9 and 1099 tax forms
  • Send monthly financial reports to Board members by mail, hand delivery or e-mail.  Reports include:
Balance Sheet
Income and Expense Statement
Reserve Statement
General Ledger
Cash Disbursements
Delinquency Report
Pre Paid Report
Copies of Invoices
Bank Statements and Reconciliations
Customized Reports as Needed
  • Filing of annual tax returns
  • Assist with development of reserve studies
  • Monitor reserve budget
  • Prepare and monitor annual operating budget
  • Monitor investment accounts
  • Maintain history of payments and charges of each individual owner
  • Maintain records for completion of audit, review, compilations and tax returns completed by Association's CPA
  • Assist with payroll reporting and tax returns related to payroll


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