Setup

Transitioning to the Condo Financials service is easy. We typically take 45 days from start to finish. Our condominium and community association financial team handles all the details and data entry – taking over from the previous month’s reporting.

Just provide us with the following reports:

  • Community association unit owner roster
  • Current charges
  • Aged delinquencies
  • Vendor list
  • Current condominium or community association budget
  • Last month’s income & expense report
  • Last month’s balance sheet

Training: Since we do the work, in just 30 minutes you’ll understand our tools. We’ll help you implement our simple and effective system for managing your condominium’s finances.