FINANCIAL SERVICES

  • Monthly AICPA Financial Statements

  • Customized Financial Schedules

  • Preparation of yearly budget for income and expenses

  • Monthly analysis of cash flow to forecast future financial position

  • Monthly analysis of expenses vs. budget for quick problem resolution

  • Billing and collection of all dues and/or special assessments

  • Review and disbursement of payables

  • Problem collection resolution

  • Simplified tax preparation

  • Invest & track reserve investments per Board direction

  • ACH dues payment, on-line payment via check or credit card