Financial Services

Resort Management is a proven leader in the Condominium and Homeowner’s Association Management industry and since 1982 we have proudly served clients of Southwest Florida. Our management team consists of over 30 Community Association Managers who have over 400 years of collective local and industry experience. We have countless successful long term relationships with our employees, industry service providers, and clientele.

Communities large and small require accurate record keeping and quality financial management. You can count on Resort to provide timely financial reporting, invoice and collect maintenance fees, collect on delinquent accounts, pay vendors on a daily basis, prepare annual budget and reserve plan, provide year-end financial statements, and provide consultation on investing Association assets.

Why Clients Value the Resort Way

  • Financial Reports – Provide Board of Directors with a monthly statements
  • Invoice and collect maintenance fees
  • Vendor Payments – Invoice Approval and check signature can be processed through an online portal. Accounts payable records are integrated with the financial reporting and bank accounts are reconciled monthly.
  • Begin collection procedures against delinquent accounts and have liens filed as necessary
  • Prepare annual budget and reserve plan
  • Provide year-end financial statements
  • Prepare and post meeting agendas: mailings to owners as required
  • Process all required forms for sales and lease approvals

Request a Consultation

Our experienced team will design a complete solution for your management needs.

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