Expert Financial Management for Your Association

Dedicated, precise, and transparent financial services for self-managed communities or associations seeking specialized oversight. We bring clarity and confidence to your most critical assets.

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A Flexible Solution for Better Financials

Some communities require a specialized approach. Our Association Financials service is the perfect solution for boards that have the capacity to manage, but demand a higher level of financial precision and professionalism.

This service is ideal for:

Self-Managed Communities

Gain professional bookkeeping, reporting, and financial guidance.

Communities with On-Site Staff

Entrust the complex financial tasks to our dedicated experts.

Developers in Transition

Ease transition with meticulous & transparent accounting.

Our Financial Management Services

Accounts Receivable

  • Assessment billing and statement distribution
  • Secure payment processing
  • Timely posting and application of owner payments
  • Late fee processing
  • Management of homeowner payment inquiries
  • Coordinated and respectful collections support

Accounts Payable

  • Secure online invoice review and board approval
  • Timely payment of all vendor bills
  • Vendor setup, W-9 collection, and 1099 processing
  • Management of all vendor payment inquiries
  • Track vendor insurance compliance

Financial Reporting & Support

  • Monthly financial report preparation
  • Reconciliation of every bank account
  • Strategic annual budget preparation
  • Audit and tax return coordination
  • Respond to board accounting inquiries

Oversight from a Financial Strategist

Our approach to financial management goes beyond standard bookkeeping. It’s rooted in the strategic discipline and high-stakes oversight of professional contract management. With an MBA and a background managing complex, large-scale budgets, our founder, Rodney Lewis, provides a level of financial acumen that ensures your association's assets are not just recorded, but protected.

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Gain Confidence in Your Community's Finances

Let us bring clarity, precision, and peace of mind to your association's financial operations. Contact us today to discuss your specific needs.

Get a Financial Services Quote