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.
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.