Financial Service Only
• Prepare and Recommend an Annual Budget for Board Consideration and Approval
• Provide an Accurate Monthly Financial Report for Every Director
• Process Accurately all Accounts Payable for Association Business
• Prepare and Send Billing and Collect all Association Dues and Assessments Required (Accounts Receivable)
• Bank Account Reconciliation and Balancing
• Manage the Collection Process on Delinquencies
• Annual preparation of 1099 Forms for all required contractors
• Facilitate and Coordinate Annual State and Federal Tax Returns with Tax Preparer
• Interpret and Predict Financial Issues based on Trends and Suggest Solutions
• Analyze and Advise on Reserve Fund Issues
• Maintain Accurate Homeowner Records