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Because Expertise Matters

An Internet Based Financial Service & Document Imaging Solution

Designed For Homeowners Associations

Delivered By:

The Business Case For anIndependent

Finance Function

© Haney Accountants, Inc. - All rights reserved

Because Expertise Matters

Three Governance Strategies

Totally Self Managed

Totally Outsourced

Hybrid

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Because Expertise Matters

Why Separate Finance

Check & Balance Over Management

Access to High Level Finance Expertise

Acquire “Best in Class” Technology

The Finance Function remains Stable as Managers & Management Come and Go.

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Because Expertise Matters

Why Select ?

Transparent 24/7 access to all financial information & supporting documentation

Professional malpractice & fidelity bond Compliance with all required financial

disclosures & standards Minimize operating costs & loss risks

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Because Expertise Matters

Why Select ?

© Haney Accountants, Inc. - All rights reserved

Because Expertise Matters

Why Select ?

Director oversight & control to select & approve to pay all vendor expenditures anytime anywhere

Actionable, understandable, timely, and accurate financial operating & planning information

CPA level industry specific finance advice & counsel when you want or need it

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Because Expertise Matters

“The biggest benefits for me are being able

to manage my time as a volunteer Treasurer

more efficiently and transparency to the

members.”

Why Select ?

Raving Fans…

- Treasurer

4,212 Home Community

© Haney Accountants, Inc. - All rights reserved

Because Expertise Matters

An Internet Based Financial Service & Document Imaging Solution

Designed For Homeowners Associations

Delivered By:

Question and Answer Session