Cadence Services

Accounting-Only Services

Focused financial support for your association.

Structured assessment, payable, budget, reporting, and general-ledger support for self-managed associations and boards that need a focused financial partner.

Board outcomes

Your board keeps control while the financial work stays organized.

Accounting-only support gives self-managed associations a reliable rhythm for assessments, payables, reporting, and planning without taking over the work your board already handles.

  • Reliable records

    Recurring financial activity is organized and easier to review.

  • Clear cash flow

    The board can see what is due, what moved, and why.

  • Decision-ready reporting

    Budgets, reserves, and monthly reports support timely decisions.

Service scope

Focused financial support with a clear handoff.

Keep recurring accounting work organized while your board stays in control of the decisions that matter.

  1. Assessment and receivables

    Recurring owner-account workflows handled with consistency.

    • Assessment posting, payment tracking, and account questions
    • Delinquency information organized for board review and next steps
  2. Payables and cash flow

    Payables organized so the board can see what is due and why.

    • Invoice intake, coding, approvals, and payment coordination
    • Cash activity and recurring obligations kept visible
  3. Monthly reporting

    Financial information translated into a useful board conversation.

    • Monthly financial packages and variance context
    • Questions routed with the supporting records needed to answer them
  4. Budget and reserves

    Planning support that connects approved priorities to the numbers.

    • Annual budget preparation and review coordination
    • Reserve and capital-plan information organized within the agreed scope

How the work moves

Financial work that stays orderly and visible.

  1. 01

    Define the handoff

    We document what the association handles, what Cadence handles, and how information moves between both sides.

  2. 02

    Run the monthly cycle

    Recurring assessment, payable, reconciliation, and reporting tasks follow an agreed calendar.

  3. 03

    Give the board context

    Reports show the numbers, the open questions, and the decisions that need board attention.