Financial Management (Bookkeeping/Accounting)
- Billing and Collection
- Monthly disbursements
- Maintain monthly statement of receipts, disbursements, and delinquent accounts. Information submitted monthly to President and/or Treasurer
- Pursue collection of delinquent accounts
- Consult with the Association’s attorney for pursuit of delinquent accounts
- Prepare an annual suggested operating budget
- Prepare, or cause to be prepared, tax returns
- Administer funds accounts
- Prepare monthly & annual financial statements.
- Accept all calls regarding financial matters of the association.
- Maintain current list of unit ownership: names, addresses, etc.