Serving Tampa Bay, Florida · Mon–Fri, 9AM–5PM
Services
Clean books, on-time reporting, and disciplined collections. Boards should be able to answer 'where do we stand?' in under a minute, at any point in the year.
Every month you receive a consistent package: balance sheet, income statement with budget comparison, cash and reserve balances, aged delinquency detail, and a general ledger. No reformatting, no waiting until the annual meeting.
Assessments are billed on schedule with online payment options and automated reminders. Delinquencies follow the board's adopted policy — consistent notices, documented timelines, and coordinated attorney escalation when required.
We build draft budgets from actual history rather than last year's copy, model assessment scenarios, and present the tradeoffs plainly so the board can adopt with confidence and explain the result to owners.
Association funds stay in association accounts with documented approval workflows for disbursements. Records are organized so your CPA's review, compilation, or audit is straightforward and inexpensive.
How it works
Every ClearPath PMC engagement starts with a scoped written proposal, moves through a structured onboarding, and settles into a steady rhythm of reporting and communication.
We review your documents, budget, and pain points, then quote scope and pricing in writing.
Records, vendors, banking, and portal access transition on a documented 30-day plan.
Consistent reporting, responsive service, and a dedicated manager who knows your property.
Tell us about your community and we'll put together a straightforward proposal — scope, service levels, and pricing in writing.