Fiscal Services
We are dedicated to providing the highest caliber of customer service while providing a personal and professional hands-on approach with your Board and community members.
We provide the following:
Members Roster
Assessment Collection
Delinquency Follow up
Invoice Approval
Issue Purchase Orders When Applicable
Accounts Payable
Monthly Check Register
Payroll Management For On-Site Personnel
Monthly Financial Statements
Coordinate Tax Return Preparation
Year-End Financial Report
Coordinate Year End Compilation, Review, or Audit
Annual Operating Budget
Reserve Analysis and Reserve Budget Preparation
Investment of Reserve Fund
Year-End Annual Published Audit