Vantaca provides a comprehensive suite of accounting services tailored to support community management companies in their financial operations. These services can assist customers who:
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Need temporary accounting support due to staffing changes.
- Wish to permanently outsource certain accounting responsibilities.
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Require specialized accounting assistance during initial implementation or when onboarding new associations.
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Seek to enhance their financial processes with expert guidance.
Contents
Packages
Vantaca offers the following packages:
Note: To talk about pricing or subscribe, please reach out to your Vantaca CSM.
| Package |
Description |
| Accounting Essentials |
Financial Production services, including bank reconciliation, financial summary reviews, and comprehensive financial packet preparation.
|
| Accounting Plus |
Financial Production services plus Accounts Payable services for a more complete solution, including invoice processing, payroll, and accrual management.
|
| New Association Setup |
Set up new associations quickly with beginning balance entries,
bank accounts, and initial financial data. |
Onboarding
The Accounting Services onboarding process is comprised of an initial interview and then an initial database review.
Initial Interview
This phase includes meeting with your Vantaca Accounting Services specialist to discuss your expectations and the information that Vantaca needs to move forward:
- Expectations of service
- Review of financial production packets and steps
- Contact person for questions
- Accounts Payable Contact
- Cash or accrual reports and funds
- Discussions about suspense, prior period posting, and closed monthly periods
- Client report date deadlines
- Production order and priority associations
- Determine meeting schedule
Initial Database Review
Your Vantaca Accounting Services specialist reviews your database:
- Financial outs
- Financial packet steps
- Outstanding banking items
- Service contract reviews
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