We take great care in the accounting and management of the Association’s assets.
19 Years of Industry Experience
13 Years with CIMS
6 Years of Industry Experience
6 Years with CIMS
20 Years of Industry Experience
20 Years with CIMS
As part of the onboarding process, we look at the accuracy of current financial reporting and compliance
with civil code, governing documents and best practices.
Real-time access to financial and homeowner data, including account histories and collections
Workflows to ensure financial statements are prioritized based on board meeting schedules
Electronic notification and access to financial statements immediately upon completion
Customized accounting cover letter highlighting activity and items for review each month
Integration with banking partners for quicker access and automatic download of bank statements
Online check signing and real time access to all invoices, including status and images
The budget is one of the most important aspects of HOA management. It is the foundation for annual planning, maintenance, capital improvements, and the overall protection of HOA assets and homeowner property values. The budget approval process should not feel rushed or incomplete. We focus on the budget throughout the year and help the Board feel prepared to make prudent, timely and pressure-free decisions.
Evaluate and plan for major projects in the current year. Obtain proposals and approve the annual reserve study for the next fiscal year.
Evaluate the current budget for significant variances. Obtain and review the preliminary reserve study draft.
Mailing of budget package in accordance with civil code and CC&R requirements.
Provide draft budget (with reserve study) to Board 5 months prior to fiscal year end. Board meeting(s) to review draft budget and planning for next fiscal year.
Evaluate and plan for major projects in the current year.
Obtain proposals and approve the annual reserve study for the next fiscal year.
Evaluate the current budget for significant variances.
Obtain and review the preliminary reserve study draft.
Provide draft budget (with reserve study) to Board 5 months prior to fiscal year end.
Board meeting(s) to review draft budget and planning for next fiscal year.
Mailing of budget package in accordance with civil code and CC&R requirements (30-90 days prior to fiscal year end).
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All Common Interest offices will be closed on Friday, September 20th.
They will re-open on Monday September 23rd.
For Homeowners/HOAs currently managed by Common Interest in need of customer service support please call: