Financial Services​

Transparent reporting, accurate budgeting, and expert oversight to keep your community’s finances strong and secure.

Community Financial Management

At Castle Community Management, we believe financial transparency is the foundation of a successful community. Our accounting and financial services provide HOA boards with clear insight, reliable reporting, and complete confidence in every transaction.

Our financial management includes:

Accounts Receivable

Accurate tracking and collection of homeowner assessments to maintain consistent cash flow.

Accounts Payable

Timely vendor payments and expense management to ensure smooth operations.

Budget Planning

Strategic annual budget creation and forecasting aligned with your community’s goals.

Operating & Reserve Funds

Proper allocation, tracking, and reporting for long-term financial stability and planning.

Financial Reporting

Detailed monthly statements, variance reports, and transparent financial summaries for board review.

Annual Tax Returns & Audits

Professional coordination and preparation to ensure compliance and financial accuracy.