Our team members bring decades of combined experience in California CID common interest development accounting.
Oversees fund accounting standards, general ledger integrity, and monthly balance sheet reviews for Orange County boards.
Ensures every association packet aligns with fiduciary accounting standards and timely statutory filing deadlines.
Manages homeowner portal access, ACH processing, and delinquency settlement tracking with complete audit trails.
Coordinates digital vendor approvals, Positive Pay safeguards, and 100% FDIC-insured CDARS reserve placements.
Schedule a confidential consultation to review your association’s current books and reserve schedule.
