Specialized Financial Management Services for HOAs, Condos, and Coops

Welcome to Financials Plus+

Helping HOAs Overcome Financial Management Challenges

At FinancialsPlus+, we focus exclusively on providing tailored financial management services for Homeowners' Associations (HOAs), Condominiums, and Cooperatives. Our dedicated team understands the unique financial needs and challenges faced by these communities and is here to streamline your financial management processes, ensuring smooth and stress-free operations.

Our Exclusive Financial Services

• Accounting Services We ensure your association's financial records are accurate and up to date, covering bookkeeping, budgeting, and comprehensive financial reporting.
• Billing and Collections Our billing team manages assessments and dues, tracks payments, and handles collections for any outstanding balances.
• Financial Reporting Receive regular, clear financial reports like income statements, balance sheets, and cash flow summaries, so your board of directors or members always stay informed.
• Budget Preparation We assist in the creation of your annual budget, considering all relevant expenses, reserves, and projected income for the year.
• Vendor Payment Management With meticulous attention to detail, we handle payments to vendors and service providers on your association's behalf, ensuring timely and accurate processing.
• Bank Account Management Your HOA's bank accounts will be carefully managed with reconciled statements and seamless financial transactions.
• Tax Preparation and Filing Our team ensures compliance with federal, state, and local tax obligations through expert preparation and filing of returns.
• Financial Consultation From reserve funding to investment strategies, our advisors offer strategic guidance to safeguard your HOA's financial health.
• Audit Support We coordinate and prepare financial audits or reviews, collaborating with independent auditors to meet requirements.
• Compliance and Governance We guarantee your financial practices align with applicable laws, regulations, and governing documents.

Contact Us

Ready to enhance your HOA's financial management? Contact us today to discuss how FinancialsPlus+ can be your trusted partner in overcoming common financial challenges.

Phone: (888) 296-1440
Email: contact@financials-plus.com
Visit Us: www.financials-plus.com