Community Association Group

HOA Financial Management

To ensure your association receives all the benefits of the fiduciary responsibilities guaranteed in every Community Association Group client agreement; we have annual 3rd party reviews of each client account & property to insure accurate & concise financial data including:

  • Bank account reconciliation & balancing
  • Homeowners Association Budget preparation & funds disbursement
  • Quarterly collection & delinquency reporting
  • Homeowners Association Balance sheet preparation/ income statements
  • Independent review of Association books & records (up to 5 year review and forecast)
  • Preparation of HOA tax returns and filings
  • Accounts receivable delinquency letters, past statement printing & mailing
  • Accounts Receivable Collection & delinquent assessments reports
  • Management of HOA insurance requirements
  • Billing recordation & tracking of assessments
  • Accounts payable, receivables, & association financial statement preparation (annually)
  • Total Homeowners Association Budget & reserves analysis
  • Proper Online Secure storage of Association records

 
 


community association group
4672 Slater Rd | Eagan, MN 55122
Phone: (651) 882-0400 | Fax: (651) 882-0405
This site is provided by community association group