Financial Management

Our attention to detail in financial management is best in class.

We tailor our financial accounting and reporting to meet your needs. We offer detailed CPA financial analysis for each of our communities. Our team of accountants reviews each financial statement through the Compass multi-tier process prior to presenting to the board so that there are never any surprises. Our real-time, web based access to financial data on-line ensures the accuracy and pro-active planning necessary to achieve your association objectives:

• Fully integrated accounting systems with instant up to date board reporting through a secure web-login and bank software integration
• Budget analysis, preparation and management
• Detailed monthly board packages with tailored association financials, variance reports and line item analysis for both operating and reserve accounts.
• Banking/Lock Box system allowing integration with bank lock box files and providing community members the ability to pay on-line via auto pay (ACH)