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Providing Financial Piece Of Mind

The Crest commitment is to provide timely, accurate, and transparent financial reporting to allow the board to make fully informed decisions. The monthly financial package will be published to the secure Board Portal by the 15th of the month, which includes a balance sheet, income statement, general ledger, accounts receivable report, and bank statements. A budget worksheet will be provided in the fall including a draft budget, historical comparisons, and recommendations based on current market and industry trends. Our internal CPA reviews each association’s financials on a quarterly basis.

Our team of Community Accountants are trained not only to mail assessment statements and post payments, but to communicate with homeowners and treat them with respect. Our assessment notices include an automatic 3 month payment plan option at no charge to the homeowner or association. Our proactive approach with an emphasis on customer service leads to higher collections for the community.


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  • Key Point 1: Timely and Accurate Financial Reporting
  • Key Point 2: Payment Processing Through Bank Lockbox
  • Key Point 3: Customer Service in Collections
  • Key Point 4: Budget Preparation and Monitoring
  • Key Point 5: Internal Financial Review
  • Key Point 6: Easy, Automatic Payment Plan Offers

Financial Partnerships

We use an automated accounts payable system, Strongroom Solutions, to receive and pay invoices electronically. With a few clicks, board members can login to review and pay invoices. Even invoices that are paid by ACH are loaded into Strongroom for board member reference. Our accounting software is integrated with Strongroom so that each time an invoice is received or a payment is made, the appropriate accounting entries are automatically created.

Our banking relationship with Mutual of Omaha, brings custom products and services designed for the unique needs of community associations. From interest bearing checking accounts to free lockbox service to multiple options for increased FDIC coverage, there is a solution for every situation and budget. Association funds are always maintained in separate accounts and are never intermingled with other association or Crest Management funds.

Interested in partnering with us?

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