Silver Plan
Silver Plan
Financial Management Essentials
Smart, transparent & efficient financial management, built for smaller communities that deserve big-firm reliability.
Financial Management
Accounts Payable & Receivable
Dedicated Bank Account
Bank Reconciliations & Fraud Prevention
Reporting & Transparency
Monthly Financial Statements
Annual Financial Statements
Annual Disclosure Packe
Payment & Collections
Online Payments
Past Due Collections
Administrative Support
Document Storage
Tax Support & 1099 Filings
Silver Plan – Financial Management Essentials
Accounts Payable
We take care of vendor invoices and bills on time, such as water, landscaping, and utilities, so nothing slips through the cracks.
Online Payments
Homeowners can pay securely online in different ways, which makes it easier for everyone and helps reduce late payments.
Past Due Collections
If someone falls behind, we handle the process professionally and in compliance with the law.
Annual Disclosure Packet
We prepare the legally required HOA disclosure documents and send them to homeowners on time.
Document Storage
We store all important records, such as contracts, minutes, and governing documents securely so you can get to them whenever you need.
Tax Support & 1099 Generation
We prepare financials for your CPA or help you file taxes directly. We also generate 1099 forms for vendors.
Accounts Receivable
HOA dues are collected and deposited directly into your bank account. We make sure financial transactions are smooth, accurate and transparent.
Monthly & Annual Financial Statements
Clear reports for the board every month and year, so you can always see where things stand.
Bank Reconciliations & Fraud Prevention
We review and reconcile bank accounts regularly to keep everything accurate and safe.
Monthly Financial Reports
Delivered proactively around the 15th or 16th of each month, so you don’t have to chase us for updates. Board members can check the financial live reports on the Online portal at any time.
HOA Escrow Demands
Low escrow prices - $100
Dedicated Bank Account & Monitoring
We open an FDIC-insured HOA account under your HOA’s name at Enterprise Bank and Trust, where your board members can get access and remain signatories for full transparency.