FINANCIAL SOLUTIONS FOR YOUR ASSOCIATION  

We understand that HOA financial management can be a tricky business. That’s why our team of friendly professionals is dedicated to helping your association get the most comprehensive HOA accounting services possible. From efficient collection processes to yearly audits and reporting, we provide a financial management plan tailored to fit the needs of your HOA board members.

Our team is invested in your decisions and dedicated to protecting your financial assets.

RELIABLE & RESOURCEFUL FINANCIAL SERVICES


COLLECTION & DELINQUENCY
Manage the collection process, through the filing of the Notice to Pay or Lien

PAYABLE & RECEIVABLES
Online invoice review and approval process

AUTOMATIC CLEARING HOUSE
Secure auto-debit payment processing 24/7 through online portal or app
with real-time account status 

MONTHLY FINANCIAL REPORTS
Clear and concise yet simple for easy interpretation

OPERATING & RESERVE FUNDS
Secured with FDIC-insured financial institutions

ONLINE TRANSPARENCY TOOLS
Remote Financial Management with CH Connect 

FIDELITY INSURANCE
Additional fraud protection

FINANCIAL CONTROLLER LEADERSHIP
Accurate and timely financial reporting, providing analysis and recommendations, implementation of processes and controls to reduce liability

 

Our associates add value to your association.



Ready for a change?

Professional Affiliations

Building Industry Associaiton of Southern California
Member of Community Associations Institute
California Associations of Community Managers