Our staff and expertise distinguishes us as leaders in Association Management. With experience in all facets of community management, our services are customized to meet the needs of each association.

Clifton Financial Services offers community management

Clifton Financial Services is a professional service firm that provides experienced staff, proven practices and shared infrastructure resources to help volunteer leaders achieve their goals to better lead and serve their associations. In serving clients, Clifton Financial Services can draw upon and benchmark against experience with many current and former clients to provide associations with fresh thinking for new business models.
 
By leveraging our expertise and experience, we offer association leaders the ability to obtain customized, high quality and cost-effective solutions to solve short-term problems, seize emerging opportunities, and improve effectiveness in critical programs or functions. Our services are customized to the needs of each association and could include an array of activities, such as:  
 

  • Manages, operates, maintains, and supervises the common properties of the association
  • Maintains association records, reports, and files in accordance with generally accepted accounting principles
  • Prepares monthly financial statements indicating customer balances, summary of income and expense, and ending balances for each account for the preceding month
  • Monitors expenses and pays invoices
  • Collects and maintains record of monthly/quarterly fees and maintains record of each individual unit.
  • Organizes and coordinates annual meeting of owners
  • And much more!

Please contact us to learn how our association management capabilities can benefit your association. To download the eProspectus, click here. We look forward to working with and serving your organization.

Clifton Management, Inc. has the following Associations under management (representing over $75M in managed assets):

© Clifton Financial Services. All rights reserved. | Site design: Z to A Creative