House & Associates sends statements and/or coupons to owners.  We offer a variety of payment options for the owners; see payment information page for details.  We verify that payments are posted to proper homeowner accounts.  We work with attorneys and collection agencies for the handling of past-due accounts.

House & Associates verifies invoices and processes vendor payments for the Board

House & Associates verifies that the amount invoiced agrees with the contracts/bids before processing for payment.  We verify that all vendor information is on file for year-end reporting.  We also check that the vendor is properly insured, for your communities protection.

House & Associates utilizes Tops software to prepare monthly financial statements and delivers electronically to the Board.  We work with the Board to customize their reporting needs, to include all the associations financial institutions.   Monthly reports may include:

Balance Sheet

Income/Expense Report

General Ledger

Cash Receipts

Aging

New Owner Report

Cash Disbursements

Bank Statement & Reconciliation

House & Associates has a long standing relationship with Community Association Bank, specifically designed for HOAs, but we are capable of working with any financial institution that the association has a preexisting relationship.

We assist the Board with preparation of the annual budget.  House & Associates will prepare year-end financial reporting for the homeowners.

House & Associates is the Board’s liaison with Title Companies for all closing matters.  We provide all new owners with Welcome letters, Governing Documents and any necessary paperwork.  Afterward, owner records are updated in a timely manner and is reported monthly to the Board.

House & Associates will assist the Board as needed with referrals for:

• Maintenance Vendors
• Attorneys
• Tax Preparers
• Other Professionals

House & Associates also offers:

• Notary Services for Members/Owners at No Charge
• Attend Meetings as Requested
• Mass Mailing to all Owners