HOA Financial Management Services

It Starts with Careful Configuration

During transition, we will configure your association's account so that it is consistent with your community's rules and map over respective financial information from the previous management company.

• We use our proprietary accounting system called CiraBooks
• We follow Generally Accepted Accounting Principles (GAAP) 
• Online cash reporting features
• In-house accounting and financial services
• Degreed and certified accounting staff
• Market-specific Financial Manager/Controllers
  
  

Complete Access to Information

The HOA board has access to community financial information 24x7 via the Board Portal.  

Reports include:

• Operating Fund Revenue and Expense Summary
• Consolidated Fund Balance Sheet Summary
• Open A/P with Current Cash Balance and Anticipated Cash Balance after payments are made
• Aging Summary
• Expense Detail
• Delinquency Reports