Services > Financial Management

Financial Management

- Provide personalized financial service per community
- Present comprehensive financial reports including balance sheets, income statements, general ledgers, accounts payable
  reports, check disbursement reports, and income and expense budget comparison
- Prepare Preliminary Operating Budget
- Reconcile all accounts, including checking, savings, money market, etc.
- Monitor investment funds
- Process accounts payable, prepare and release checks
- Bill all assessments and track accounts receivable
- Present accounts receivable reports
- Send delinquency notices
- Perform accelerated collection services where authorized
- Attend court if collections are pursued in Small Claims Court
- Coordinate Tax Return and Audit Preparation
- Insurance Renewal
- Protest property tax valuations and attend hearings

Home | About | Services | Testimonials | Request | Community Portfolio | Helpful Links | FAQ | Contact