Financial Services
To ensure the financial strength of your HOA we:
- Collect on delinquent accounts.
- Maintain financial statements.
- Produce assessment statements and past due notices.
- Receive, deposit, disperse and account for all funds.
- Produce timely monthly financial statements.
- Pro-actively manage additional funds to obtain maximum returns for you.
- Ensure your funds are deposited with an FDIC insured bank with $250,000 cover.
- Coordinate the annual audit through an independent CPA.
- Complete all Federal and State tax forms.
- Assist the board in annual budget preparation.