Our attention to detail in financial management is key to your success.
Financial Management is core to every business engagement. We manage your most important assets and it is the appreciation of those assets that is our daily pursuit. Our CPA’s and team of degreed accountants offer detailed financial analysis for each of our communities - we tailor your financial reporting to meet your needs. Our internal audit and control procedures ensure your investments are protected through the Compass Multi-Tier analytical process. Our real-time, web based access to financial data ensures the accuracy and pro-active planning necessary to achieve your association objectives:
Annual Budget analysis, preparation and management
CPA prepared and reviewed monthly financial statements
Monthly Financial Reporting:
Cash flow
Income and expense
Balance sheet
Delinquency management process
Violation procedures
Variance reporting
Fully integrated accounting systems with instant up to date board reporting through a secure web-login and bank software integration
Secure Lock Box banking system allowing integration with bank lock box files
On-line bill approval for board members: scanning and audit of vendor invoices with on-line check preparation
Risk Management / Insurance Analysis
Reserve Study Analysis
Billing and Collections
Member secure on-line payment via ACH, e-check, coupon or credit card
