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Community Association Institute


Book Condominium Concept

    Condominium Concepts


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Condominium Act:
Florida Statute 718

Condo Owner Rights

Condo Living
In Florida

Community Living

Insurance Guide

Budget & Reserve
Self Study

Official Condo Records

The Board Member

Board Members Basics Education Program

Board Code of Ethics

Blog: Condominium Management


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FINANCIAL
Management Services

The data is maintained in the QuickBooks Pro accounting program and spreadsheets.

Generate simple to read financial reports that can easily be shared via the internet.

Monthly financial report includes the bank statement, check register, reconciliation worksheet compare budget to actual income/expenses.

Provide Board with list of delinquent owners.

Send late notices and take action per the Board’s delinquent collection policy.

Process Association Member payments of maintenance fees.

Provide Association Members with record of their maintenance fee payments.

Collect and process Association Member payments of special assessments.

Review and pay the Association’s bills.

Complete all state forms and pay annual state fees.

Administer the payroll.

Prepare for the annual audit of Workers Compensation Insurance.

Assist in preparation of the annual budget and reserve budget.

Provide records to accountant for filing of year-end tax returns.

Assist with insurance matters.

Annual financial statement is made available to members.

Carry out cost-saving procedures.