Our Team | HOA Accounting Jacksonville

Dedicated Professionals

Experienced Fiduciary Leadership

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

Brian Caldwell

Senior HOA Accounting Controller

Directs complex community association financial operations, overseeing fund segregation, annual audit prep, and executive board reporting for First Coast communities.

Focus Areas: Executive Reporting, Reserve Modeling, Board Advisory

Melissa Vaughn

Financial Systems Specialist

Specializes in secure cloud ledger architecture, owner payment gateway integrations, automated lockbox syncing, and multi-bank reconciliation workflows.

Focus Areas: Cloud Software, Payment Portals, System Automation

Derek Mercer

Assessment & AR Coordinator

Manages owner assessment schedules, electronic billing distributions, payment allocations, and timely board-approved delinquency reminder communications.

Focus Areas: Assessment Billing, Delinquency Tracking, Owner Inquiries

Victoria Sterling

Senior Reconciliation Analyst

Conducts multi-tiered monthly bank reconciliations across operating, reserve, and special assessment accounts to guarantee absolute zero-variance books.

Focus Areas: Bank Reconciliations, Variance Audits, Ledger Balancing

Professional Standards

Our Fiduciary Commitment to Jacksonville 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