Financial Management & Reporting
- Budgeting, forecasting, and financial planning
- Custom reporting for board meetings
- Monthly and annual financial statements
Bookkeeping & Dues Collection
- Automated assessment collection & tracking
- Vendor payments and expense management
- Bank reconciliation & financial oversight
Payroll & Vendor Payments
- Full payroll services for association employees
- Contractor/vendor payment processing
- W-2 and 1099 tax compliance
Tax Compliance & Audits
- IRS tax filings (1099s, Form 1120-H, etc.)
- Audit preparation & internal controls
- Legal and regulatory financial compliance
Reserve Fund & Capital Planning
- Reserve study analysis & capital expenditure planning
- Loan assistance & investment strategy
