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Importance of seperating Management from Financials
Transcript of Importance of seperating Management from Financials
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An Internet Based Financial Service & Document Imaging Solution
Designed For Homeowners Associations
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The Business Case For anIndependent
Finance Function
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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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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 ?
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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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“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
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© 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