 We take not only the more visible side of association management seriously, but we also believe that strong financial management and controls help ensure the gains in long-term value for your community.
Equity Management's extensive financial services are provided by managers and accountants who stay abreast of the latest governmental, operational, and financial management trends in community association management – all designed to keep your association running at its peak.
Not only do we provide significant savings to our clients through unmatched purchasing power, but we also have proven turnkey solutions that give your Board the time and support it needs to succeed without the burdens that can sometimes come with the assignment. Start getting the return your deserve.
Take a look at what financial services we provide to your Association:
- Provide personalized financial service per community
- Present comprehensive financial reports, including balance sheets, income statements, general ledgers, accounts payable, check disbursements, and income and expense budgeting
- Reconcile all accounts, including checking, savings, money market, etc.
- Prepare and release checks
- Monitor investment funds
- Process accounts payable
- Bill all assessments and track accounts receivable
- Perform accelerated collection services where authorized
- Send delinquency notices and violation letters
- Oversee escrow demands
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CONTACT
42430 Winchester Road
Temecula, CA 92590
Tel: 951-296-5640
Fax: 951-296-5524
 Contact Us
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