Financial Services

We maintain complete financial records and produce timely reports that your association will need to make sound decisions

General Financial

Prepare and distribute the annual fiscal budget for the association

Prepare, review, analyze, and distribute monthly financial reports.

Maintain the Association’s operating and reserve funds in separate accounts in the name of the Association.

Mail coupons/statements for the collection of members’ assessments.

Collect and deposit assessments and take follow-up action on all delinquent accounts.

Provide liaison with Association’s attorney on any accounts placed in collection.

Assist CPA with annual audits, reviews, compilations and taxes.

Process and pay all expenses incurred by the Association as provided in the budget or approved by the Board.

Make recommendations to the Board on investing surplus and reserve funds

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7231 Boulder Avenue, #306 Highland, California 92346
Tel: (909) 863-0500 Fax :(909) 864-2264 E-mail:

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