Our Team | HOA Accounting Cape Coral

Fiduciary Experts

Dedicated to Association Excellence

Each client is assigned a dedicated senior controller backed by our specialized accounts receivable and reconciliation analysts.

David Vance

Senior HOA Accounting Controller

Directs complex community association financial operations, overseeing fund segregation, annual audit prep, and executive board reporting for Cape Coral communities.

Focus Areas: Executive Reporting, Reserve Modeling, Board Advisory

Elena Rostova

Financial Systems Specialist

Specializes in secure cloud ledger architecture, owner payment gateway integrations, automated lockbox syncing, and multi-bank reconciliation workflows.

Focus Areas: Cloud Software, Payment Portals, System Automation

Marcus Reynolds

Assessment & AR Coordinator

Manages owner assessment schedules, electronic billing distributions, payment allocations, and timely board-approved delinquency reminder communications.

Focus Areas: Assessment Billing, Delinquency Tracking, Owner Inquiries

Sarah Jenkins

Senior Reconciliation Analyst

Conducts multi-tiered monthly bank reconciliations across operating, reserve, and special assessment accounts to guarantee absolute zero-variance books.

Focus Areas: Bank Reconciliations, Variance Audits, Ledger Balancing

Professional Standards

Our Fiduciary Pledge to Cape Coral Association Boards

Our team operates with unwavering dedication to GAAP principles and transparent board communications. We believe that clear numbers empower strong leadership and safeguard long-term community value.

Direct, prompt controller responsiveness to treasurer questions

Zero hidden transaction surcharges or vendor kickbacks

Timely financial delivery every calendar month