Our Team | HOA Accounting Fort Myers

Dedicated Professionals

Experienced Fiduciary Leadership

Every client association is assigned a dedicated senior controller backed by specialized accounts receivable and reconciliation analysts.

Gregory Lawson

Senior HOA Accounting Controller

Leads full-cycle financial operations for Fort Myers community associations, supervising fund segregation, financial statement preparation, and board advisory.

Focus Areas: Executive Reporting, Reserve Modeling, Board Advisory

Claire Underwood

Financial Systems Specialist

Oversees cloud financial platforms, automated payment gateway configurations, lockbox processing, and secure board portal administration.

Focus Areas: Cloud Systems, Payment Portals, Automation

Anthony Sterling

Assessment & AR Coordinator

Manages owner assessment billings, payment distributions, owner inquiries, and timely board-approved delinquency reminder schedules.

Focus Areas: Assessment Billing, Delinquency Tracking, Homeowner Support

Samantha Hayes

Senior Reconciliation Analyst

Conducts multi-tiered monthly bank reconciliations across operating and reserve accounts to guarantee zero-variance financial statements.

Focus Areas: Bank Reconciliations, Variance Audits, Ledger Balancing

Professional Standards

Our Fiduciary Commitment to Fort Myers Boards

Our team operates with unwavering dedication to GAAP principles and transparent board communications. We believe that clean numbers empower strong leadership and protect community property values.

Direct controller responsiveness to treasurer inquiries

Zero hidden transaction markups or maintenance surcharges

On-time financial delivery every calendar month