Financial resources are the lifeblood of a community association and require strategic forward planning and sound management in order to effectively allocate funds. Action Financial Services provides comprehensive in-house CPA overview to help ensure accurate and sound accounting practices.

Action offers more than 20 years of experience in pre-management consultation, and in assisting builders with DRE Budget planning. Working with leading developers and builders throughout California in both Operating and Reserve Account Management, the Action Team can establish realistic component costs for the DRE Budget, and develop reliable ongoing accounting for ensuing budgets.

Action's extensive knowledge of construction and environmental issues enables us to leverage our capabilities efficiently and accurately. Action's DRE Budget planning experience serves:

• Master Planned Communities
• Single Family Communities
• Condominium Communities
• High-Rise Developments
• Urban Developments
• Mixed-Use Developments
• Specialty and Resort
• Active Adult Communities

Action Team members hold the highest levels of industry accreditation and are committed to proactive accountability. We pledge to exceed the expectations of our developer clients by simplifying the process and endeavoring to help make their vision a reality.