True Professionals

Providing superior HOA management services to customers with a qualified team of professionals, using the latest technology and best practices.

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Financial Services ––

Led by our founder Tom Albert, our financial services are the finest in the industry.  Our team can provide:

  • Facilitation of all assessment collection (regular and special)
  • Oversight of collection efforts on delinquent assessments
  • Twice monthly check runs scheduled for accounts payable, special checks available as needed
  • Production of financial statement available by the 15th of each month including
    • Executive Summary
    • Balance Sheet
    • Income / Expense Statement
    • Reserve Statement
    • Bank Reconciliation(s)
    • Operating Account bank statement
    • Cash Disbursements
    • Reserve Account Statement(s)
    • Aged Accounts Receivable
    • General Ledger Trial Balance
    • General Journal Edit List (if any)
  • Preparation of all necessary information for the annual audit; and
  • Consultation on the reserve study update and analysis.

As an Albert Management customer, board members will have online access to the accounting details for their community including operating and reserve account balances, accounts payable, accounts receivable and homeowner account balances.