Financial Reporting2018-08-10T17:28:57+00:00

FINANCIAL REPORTING

Merit Management is dedicated to providing accurate and timely financial reports to your Association from experts in the field. Merit partners with Bashor & Legendre, LLP, who are certified public accountants (CPAs) specializing in community association accounting.  Your monthly financials will be reviewed every month by a CPA prior to being presented to the Board of Directors.  Few others in our industry provide CPA-reviewed financials on a monthly basis. Financial statements are emailed directly to all Board members and can also be posted to the community’s web portal if requested. Monthly financial report includes:

  • Statement of Financial Position (Balance Sheet)
  • Statement of Activities (Income Statement)
  • Detailed General Ledger
  • Detailed Accounts Receivable Reports
  • Disbursement Register (Check Register)
  • Aged Open Items Report (Accounts Payable Report)
  • Bank Reconciliations
  • Bank Statements

Ready to take the next step?

call us at

(813) 381-5435

or send us a message