The C.O.R.E Approach To

HOA Accounting

Our Approach

C.O.R.E. approaches financial management as if we are your contract employees. The Association is your business and we are the agents. 

Our Goal

Our main goal at CORE is to ensure the financial strength and stability of your condo community. Having this stability and understanding your financial position are both vital and critical to overall success.

C.O.R.E. is focused on helping you run an effective business for your Association.

We believe that all accounts and contracts should be in the name of the Association. We do not use trust accounts for the Association’s banking, we manage your Association’s bank account.

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Preparation & Documentation | condo financial management

Preparation & Documentation

Our approach to accounting and condo financial management is focused on ensuring the necessary steps to detect and prevent fraud are followed every day.

It starts with preparation. We document the steps that are essential to preventing and detecting fraud and then ensure they are followed. We require documented approvals by appropriate board members and ensure that all spending is authorized and necessary for the association.

Our focus is on protecting assets. This means always ensuring that vendors are performing the work they were hired to do and that the amount charged met expectation. It means meeting with the board and committees to ensure that all spending is planned and within the scope of the budget.

The C.O.R.E. Promise

C.O.R.E. provides the comprehensive accounting and fiscal management dedicated to detecting and preventing fraud. We work closely with your designated manager: In-house or contracted management company with the goal of ensuring that all expenditures are in the best interest of your association.By developing effective controls and transparent documentation boards work better, smarter and are more focused on their Association’s needs.

All supporting documents should be stored in a manner which allows unrestricted access by authorized parties.  This approach allows everyone to view vital information whenever and wherever is convenient.

C.O.R.E. is ideally suited for Associations who want a partner dedicated to protecting the Associations’ assets through fraud detection and prevention.  Our focus is on your needs as board members, managers and stakeholders, in rooting out the risks of fraud and theft.Our goal is to make your involvement as simple as we can so you can focus on your mission while working hard to prevent and detect fraud.


What C.O.R.E. Offers

C.O.R.E. Services focuses on protecting and maximizing the long-term value of your Association’s assets – your owners dues and the common and limited common elements.

C.O.R.E. Services protects your Association’s assets through highly effective processes around collecting and spending dues and assessments.

C.O.R.E. Services focuses on being there when we are needed most. Whenever there is an issue effecting the community’s property, we are ready to respond 24 hours a day 7 days a week.