Financial Services

Financial Services

  • State of the art fully-integrated software with real-time access for Boards.
  • Assistance with annual budgeting including planning for operating expenses, capital improvements, and replacement reserves.
  • Provide statements or coupon books for member dues. Collect membership assessments, dues, late fees, and user fees.
  • Pay association invoices.
  • Prepare monthly financial reports including balance sheet, income statement with variances, cash disbursement, the general ledger, and detailed member account information.
  • A formalized billing process with dedicated staff to improve the financial soundness of your association by assisting the board with retrieving overdue revenue from delinquent membership accounts.
  • Late fee billing.
  • Auto-draft is available to association members at no charge.
  • Quotes obtained from independent, third-party CPAs for taxes and annual audit.

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