Our Financial Team
Leigh Lemieux, Accounts Receivable, Work Order Billing and Special Claims
Aaron Bateman, Senior Manager
Briana Muller, Accounts Payable
Maria Wood, Accounting Manager
Maintaining complete and accurate financial reports is a critical aspect of Phoenix Management Services. We produce the necessary financial information your property association needs to help you make sound financial decisions. From developing operating budgets to reserve funding, Phoenix has the resources to protect and maintain the financial health of your property association.
Accounting services include:
- Maintaining and reconciling operating and reserve accounts
- Maintaining account ledgers and history of each homeowner or tenant
- Collection of delinquent fees or rents
- Preparing monthly and year-end financial statements
- Preparing supporting financial reports, including general ledger, cash receipts, and disbursements registers
- Providing payment coupons
- Managing budgets and performing ongoing analysis
- Reviewing billing for accuracy in costs; and obtaining discounts where possible
- Daily deposits and timely payment of bills
- Preparing year-end financial reports for income tax preparation