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Exceptional Financial Team
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I just wanted to let you know how impressed I am with your financial team of Elvira, Albert, and Kelly. Since our financials were such a mess and memory of our history was vital to straightening them out, I have had to work closely with them. It is wonderful
to know we are in such good hands! I will finally be able to stop "managing" the HOA. Kelly helped me with a difficult homeowner who kept insisting she owed less than she did. Come to find out, she actually owed more because our previous management company
had neglected to charge her late fees and interest. Albert has been assisting in making sure all our vendors have supplied their tax and insurance information so we can pay old invoices and is working on clarifying the "true" balance due for a couple of them.
Lately, I have been working with Elvira on the budget, which was a heavy lift, considering our prior company’s record keeping. I know both of us are looking forward to next year when all the figures will be coming from Ross Morgan's accounting team. Elvira
also attended our budget meeting last evening and was a wonderful support for me in getting the budget I proposed passed by the board. For the first time, there were no unreasonable objections or arguments. I know the board members liked Elvira and were pleased
that she was able to offer guidance on the budget. It looks like we definitely made the right decision in selecting Ross Morgan as our management company! I hope you enjoy the upcoming holidays! Lisi Brown, President McCambridge Townhomes HOA Board of Directors
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