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