Maintaining complete, accurate, and timely association financials is a cornerstone of our firm. We produce all the necessary financial information your association will need to make sound financial decisions.
Below is a brief overview of our financial services offered:
Establish and maintain homeowners association's funds.
HOA Assessment invoicing.
Collection of HOA assessments and monitoring of delinquencies.
Oversee and process payments for homeowners association's services.
Prepare monthly financial statement, providing an accurate detail of monthly transactions
Prepare annual year end financial report.
Maintain HOA records in accordance with generally accepted accounting practices.
Preparation of the HOA annual budget.
Assistance in complying with state audit requirements. (Auditor fees not included)
Respond to title company demand letters.
Assistance with HOA annual tax preparation. (CPA fees not included)
Serving Central, Southern and Western Oregon
Portland, Bend, Salem, Eugene, Medford and all surrounding areas.
Mailing Address: 855 SW Yates Drive Bend, OR 97702 VISITORS BY APPT. ONLY