Financial

Through real time accounting and secure online access, we enable you to review a full range of customized financial reports on demand and in confidence. Our software tracks all collection activity for the entire history, on demand.

On behalf of each association, we file the necessary required tax returns and handle all applicable payroll, social security, workmen’s compensation and other accounting requirements.

High level interaction with our Executive Financial Team is just a phone call away for our clients, as well as attendance at board meetings for Financial Planning Review.

Through our involvement with the Community Associations Institute (CAI) and other related organizations, we keep our associations up to date on all laws, tax rulings and other legislative issues pertaining to association management.

Your board can access all the following online:

  • Monthly financial statements
  • Balance sheet
  • Income and expenses (including
    month to month and YTD variances)
  • Transactions by unit owner
  • Account status
  • Collection activity
  • Payables history
  • Disbursements
  • Reconciliation reports
  • Cash balances
  • Deliquency report in detail
  • Reserve fund statements
  • Full general ledger
  • Budget line item comparisons
    across all years
  • A/P approvals

Learn more about how our Financial Services can serve your needs and requirements. Call 201-947-1001 or email us today.