Finance & Accounting

Financial security you can rely upon.

The strength and stability of financial reporting for a community association is vital to its success. At Associa, we offer financial management expertise that is focused on building long-term value, with your financial security always top of mind. As a organization committed to an on-going regimen of Service Organization Control 1 (SOC 1) reporting, we’re proud to maintain the highest security measures, the tightest financial standards, and the broadest array of financial and accounting services in the industry.

  • Comprehensive financial reports, including balance sheets, income statements, budget analysis, general ledgers, accounts payable, check disbursements and income and expense projections
  • Electronic funds management via secured transfer
  • Accounts payable management
  • Invoice scanning and vendor portal
  • Checking, savings, money market and other account reconciliations
  • Investment fund and rollover date monitoring
  • Billing and collections of community association assessments
  • Delinquency notices, breach notices and HOA violation letters
  • Overseeing escrow demands
  • Check preparation and distribution
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