Overview

"Full-Service" Financial Management—Vision Management maintains your financial data in simple, easy-to-read formats providing you with an illustration of the Association's cash position, income, and expense and reserve detail. In doing so, we take our fiduciary accounting responsibilities seriously and utilize a true double-entry accounting system with secure audit trail logging so each transaction can be traced back to the source. This financial control feature is critical for residential properties that need auditable financial statements.

Vision Management:

• Handles the administrative burden of processing Accounts Receivable and Accounts Payable.
• Produces comprehensive financial statements monthly.
• Prepares budgets and monthly cash flow reports.
• Prepares and coordinates tax or audit information for Association's CPA.
• Secures data off-site.

In an effort to tailor a program that best meets your financial services needs, as contracted, we can provide additional services such as capital project budgeting assistance and budget oversight, researching bank loans, and other financial options, as well as a full spectrum of special projects to meet your Association's needs.