ACCOUNTING ONLY
Complete Accounting Services for Your HOA Community
Managing financials for your HOA is a big responsibility. Genesis can help. Our team of accounting and financial experts can assist with planning, analysis, reconciliation, budgeting, and forecasting so you’ll have peace of mind that your association’s financials are solid and healthy for years to come.
Our HOA Accounting Services Include:
- Complete financial report preparation
- Engagement letter for year-end tax preparation and review/audit
- Assist the Board of Directors with delinquent account process per legal documents
- Prepare operating budget
- Assist the Board of Directors with investment and cash management
- Assist the Board of Directors with records retention program
- Establish and maintain filing system
- Establish a lockbox service
- Assessment collection
- Disbursement of association funds
- Assist with review of reserve analysis plan
Let us work hard so you don't have to
Learn more about our accounting only service plan for your community. Contact us today!
READ WHAT OUR CLIENTS ARE SAYING!
This team has been great to work with! We have had opportunities to work with hem on numerous projects and they are so good at communicating and making sure that the associations wellbeing is top of mind.
JOSHUA SWISHER
17
Years in Operation
(and counting)
53+
Properties Under Management
30
Years Longest Standing Association
