HOA

We work to strengthen your associations impact on the communities they wish to serve through our active relationships with a variety of neighborhood vendors and contractors. We take a very simple yet aggressive approach to getting things done in your community. We pride ourselves on being able to provide superior client service in a timely manner. With our expertise in public relations, we work to give our clients recognition for their hard work when appropriate and desired. With our financial expertise, we work with your association to manage a stable yearly budget. We abide by a strict code of confidentiality, and work to make the business of homeowner association management a manageable a rewarding pursuit.

Financial Management

Preparation of monthly financial statements, including:
Narrative Cover Letter
Balance Sheet
Income Statement
Income Statement Budget Variance
Detailed Check Register
Delinquent Accounts Receivable
Assist in opening and maintaining bank accounts as directed by the Board of Directors.
Perform ongoing budget analysis and continually monitor cost trends in the area to avail the Association of the most economical operational practices.
Maintain a computerized corporate ledger, which includes all receipt and disbursement information.
Review billing for accuracy in costs and goods received, making out checks for approved invoices.
Maintain a check register and payable journal while performing regular bank reconciliations.
Prepare and submit to the Board, a proposed annual budget and assist in the preparation and dissemination of the final budget.
Dues and Assessments:
Maintain account ledgers and history for each homeowner.
If required by the Board, secure the printing and mailing of billing coupons / statements to all owners.
Upon request, provide individual Homeowners with the status of their own account and coordinate the solution of any discrepancies that may occur between the official record and a Homeowner's record.
Generate and mail out the correspondence necessary to bring delinquent accounts up to date and if unsuccessful in collecting, recommend the appropriate legal action.
Taxes and Audits
Review and maintain copies of annual financial statements.
Assist and cooperate with any outside auditing firm that may be retained by the Association.
Prepare, process, and distribute IRS Form 1099's at the end of each calendar year for tax purposes.