Why CBS?

Unlike most of other Billing or Financial Services companies, all our staff has decades of actual experience working for successful neighborhood boards. That’s what sets us apart from a general accounting or financial services company – we understand the issues you’re dealing with and we can help.

With a professional services firm handling the finances for your community or neighborhood association, Board members and homeowners are much more confident that the money is being handled properly and, more importantly, that the proper procedures and reporting are being followed and filed.

Being able to provide a complete financial reporting system and customized reports for your community is what we do best. We will provide expert direction to ensure proper procedures are in place.

Leveraging the latest in technology advances and drawing from every industry and market, we adopt proven “Best Practices” then modify and develop custom software and processes to achieve best in class platforms for our clients.

With our banking and technology product partners providing robust award-winning systems that are safe, reliable, and secure and lets us provide an interface that is easy to navigate and use.

Our Partnership Process

Intro Call

This 30-minute intro call allows us to get to know each other. We would like you to tell us more about your neighborhood, what is working and what is not, as well as how you manage your current board responsibilities. On the other hand, we will go through who we are, how we work, what we offer and our pricing methodology, etc.

Creating a Tailored Financial Management Strategy

Our second call or in-person meeting involves mapping out the right financial program for your community needs. Based on the services mapped out, we will put together a tailored implementation strategy.

Contract

Once the contract is signed, our team starts working to get everything up and running so your neighborhood will have the tools necessary to run your accounting and billing processes smoothly and stress free.

Need Help With Your Neighborhood?

Drop us a message!