Accurate from the start. Current throughout the year.

TURNOVERS. A smooth transition starts with accurate accounting. Our goal is to have homeowner payments, vendor payments and the Association’s financial systems operational as quickly as possible. The ability to accept owner payments, write checks and post charges can be established in as little as one day, with the core financial systems typically operational within the first week. Every turnover includes checks and balances to establish an accurate starting point and ensure that the Association moves forward with reliable information.

BUDGETS. Budget preparation begins well before year-end. We review available historical expenses, existing contracts, insurance costs and reserve requirements to develop a realistic budget for the coming year. When historical records are incomplete, expenses are carefully evaluated and estimated rather than overlooked.

FINANCIALS. We maintain the financial side of each property on an ongoing basis throughout the month. Monthly financial reports are prepared following the close of the month, once the necessary bank statements and information are available, providing the Board with an accurate and current picture of the Association’s finances.