W&K offers the following financial services for clients:

  • Billing and collecting Association Fees and Assessments
  • Depositing Association monies
  • Reconciling bank accounts daily
  • Creating and administering a collection policy
  • Providing detailed Monthly financial reports
  • Coordinating preparation of tax return and reviews/audits
  • Archiving and storing Association financial records
  • Maintaining current list of all association owners
  • Coordinating property resales and requests from realtors, lenders, and escrow and title companies
  • Providing community websites with access to legal documents, online payments and more
  • Sending introductory letter to new owners
  • Responding to homeowner account inquiries
  • Completing realtor and lender information forms
  • Assisting with preparation of the annual operating budget
  • Working in conjunction with professional reserve study advisors