Business and Financial Services
"A cornerstone of a successful association is effective governance principles and practices - principles that support communication and practices that delineate responsibilities."
Maintaining complete, accurate, and timely association financials is a cornerstone of our firm. We produce all the necessary financial information your association will need to make sound financial decisions.
From developing Pro-Forma operating budgets to reserve funding, our firm has the resources to protect and maintain the financial health of your association. As part of our services we provide the following financial reports on both an interim and annual basis:
Accounts Receivable Report- Balance Sheet
- Bank Reconciliation of All Accounts
- Budget Comparison Report
- Cash Disbursement Report
- Operating Budget
"Over the last few years I have gotten to know the owners of Pinnacle and find both Frankie and Ron Stevenson very interested and involved in serving their communities at a very personal level. It's that personal touch and being available at anytime by phone to answer a question or to attend a meeting that is very important to our Board of Directors. Our board appreciates such attention to detail on behalf of the residents we serve."
– Richard Cherchio
The Parks Homeowners Association Board Member and Turnberry Towers East Unit-Owners’ Association Board Member
– Richard Cherchio
The Parks Homeowners Association Board Member and Turnberry Towers East Unit-Owners’ Association Board Member
