The Services and Tools You Need to Manage Your Community More Effectively

  • Save Time
  • Convenient Online Tools
  • Fewer Owner Questions
  • Increased Expense Control
  • Fast Board & Homeowner Support
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Comprehensive Financial Services Tailored to Your Needs

Licensed
Insured
EZ 30 day transition

Our Services

Collect

Reduce delinquencies and improve cash flow.

  • Emailed Statements
  • Mailed Statements
  • Coupon books
  • Online payments (ACH & CC)
  • Late Notices
Protect

Reduce risk of fraud by 70%

  • Bill approval by 2 Board Members
  • Improved internal controls
  • Positive pay check protection
Report

Accurate & On-Time monthly reporting.

  • Emailed monthly reports to all board members
  • Actual vs Budget income statement
  • Bank reconciliation flagging variances
Communicate

Responsive Owner & Board Support

  • Phone and email support to answer your questions
  • Video call & screenshare training
  • Access to online tools

We Enable You to Easily Manage Your Community Like a Pro

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Financial
  • Bill & Collect Owner Dues
  • Send Late Notices
  • Work on Delinquent accounts/ Collections
  • Set up & Bill Special Assessments
  • Pay Vendor Bills
  • Produce Financial Reports
  • Online Portal to View Account & Pay
  • Budget Assistance
Administrative
  • Resale & Refinance Administration
  • Mail/Email Community Letters
  • Newsletter Prep & Distribution
Advisory
  • Guidance on Policies & Procedures
  • Guidance on Operational Questions
Physical MGT
  • 24/7 Emergency Ans Service & Dispatch Vendors
What the Board Normally Handles
Administrative
  • Lead Annual Meeting
  • Take Meeting Minutes
Physical MGT
  • Source Vendors & Get Proposals
  • Supervise Work
  • Site Inspections
  • Violations & ARCs
Services Done by Other Advisors
  • Prepare Tax Return
  • Review & Revise Governing Docs
  • Review Insurance Coverage & Bid Out
  • Reserve Studies
  • Project Manager for Capital Improvements

Our Tools

We use industry leading tools to help make your life easier. Browse the features below to see example of the tools and services you will be able to utilize with Community Financials.

Collection Tools

TRANSPARENCY & COMMUNICATION TOOLS

Explore Our Resources

Discover a wealth of knowledge tailored specifically for HOA and condo management. From detailed guides to practical tips, our resources are designed to empower you.

RESOURCE
10 Steps to Self-Manage your HOA/Condo Community
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RESOURCE
Top 11 ways to Avoid Fraud Theft at your HOA Condo Community
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Visit Our Resource Index
Explore our full library for more in-depth articles, helpful templates, and educational videos.
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