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Minimize risk and maximize value

Element’s experienced professionals provide their clients with turnkey back-office association and property management accounting services

FINANCIAL INSIGHTS

  • Review and prepare financial statements, budgets and reserve analysis
  • Structural Integrity Reserve Study (SIRS) legislation review and analysis
  • Evaluate financials and develop an operating plan

MODERN TECHNOLOGY

  • Utilize industry-leading software
  • Generate comprehensive customized reports

CUSTOM SERVICES

  • Offer comprehensive association accounting and financial solutions
  • Risk management and financial planning
  • Detailed forecasting analysis for long-term planning

ASSOCIATION SERVICES

  • Guidance with fiduciary responsibilities
  • Navigate developer turnovers and other special circumstances
  • Provide insights into accounting, reserve studies, audits and more

Minimize risk and maximize value

Element’s experienced professionals provide their clients with turnkey back-office association and property management accounting services

FINANCIAL INSIGHTS

  • Review and prepare financial statements, budgets and reserve analysis
  • Structural Integrity Reserve Study (SIRS) legislation review and analysis
  • Evaluate financials and develop an operating plan

MODERN TECHNOLOGY

  • Utilize industry-leading software
  • Generate comprehensive customized reports

CUSTOM SERVICES

  • Offer comprehensive association accounting and financial solutions
  • Risk management and financial planning
  • Detailed forecasting analysis for long-term planning

ASSOCIATION SERVICES

  • Guidance with fiduciary responsibilities
  • Navigate developer turnovers and other special circumstances
  • Provide insights into accounting, reserve studies, audits and more

Your seven keys to success

The financial controls in place exceed the standard industry practice for enhanced protection of our clients

2

Positive pay

Checks are reviewed by an accounting manager to help eliminate the possibility of fraud
3

Written policies & procedures

Adherence to an outlined structure to ensure accuracy, efficiency and security
4

Distribution of financial reports

All bank reconciliations, statements and check copies are included in the client’s monthly financial package
5

Experience/longevity

Over 30 years of experience successfully managing clients’ accounts
6

Crime insurance

Systems, processes and the organization are vetted by an independent insurance company
7

External/internal review

Records, financial statements and internal controls are reviewed annually. Audits may be performed by independent CPA firms
Tailored approach to accounting with Element Financial Solutions - Naples, Fl

A more tailored approach to accounting

The credentialed professionals at Element understand the distinct characteristics of association and property management. Licensures and designations underscore the team’s comprehensive grasp of the regulations and statutes governing associations.

A trusted partnership

Element Financial Solutions offers over three decades of association and property management experience. They are a full-service provider, completely integrated with their client’s on-site team. Their strong foundation is built upon a fully collaborative operating environment, ensuring the most insightful solutions are applied to management of accounts.

  • Privately owned – Relationship Driven
  • In-depth understanding of reserve analysis, rules, accounting, insurance and meeting structure unique to association management
A trusted partnership with Element Financial Solutions - Naples, Florida