Financial Management for Atlanta Communities

Heritage Property Management handles all financial aspects of the community. Our financial analysis staff is highly qualified to reconcile, review and manage your communities assets.  We work directly with treasurers to ensure that they have the tools they need to make the decisions necessary regarding association funds.

• Assist the client in the development and preparation of the annual operating budget.
• Prepare and deliver a year-to-date budgeted versus actual income and expense analysis on a monthly basis as part of the monthly financial statements.
• Prepare and maintain books and records necessary to produce financial statements.
• Prepare and deliver monthly financial summary of all receipts and disbursements.
• Receive, review and approve vendor invoices and other bills, and prepare checks for payment and subsequent mailing.
• Collect all assessments as they become due and payable and deposit all cask receipts in the clients back accounts, maintained at an FDIC-insured banking institution.  For associations with monthly assessments, we offer payment coupons for dues which are collected at our automated lockbox account.  In addition, many of our homeowners take advantage of our direct debit options, eliminating the need to write a check or pay for postage.  Homeowners can also choose to utilize the online payment system and pay with a credit or debit card.
• Maintain a record of homeowners dues and receipts and provide the client with a monthly delinquency listing.