Bashor & Legendre, serving associations across Florida, is a full-service accounting, tax, and consulting firm that focuses on community association accounting. For over thirty years, B&L has provided auditing, reviews, compilations, tax, budgeting, reserve, and other consulting services to more than 500 condominium and homeowners associations across Florida.
Managing Partner Percy Legendre is a member of the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA), and the FICPA section for Common Interest Realty Associations (CIRAs), as well as Past President and current Board Member of the Suncoast Chapter of the Community Associations Institute.
Our parent company, Merit Management, has partnered with American Momentum Bank for years and has never been more pleased with a bank partnership.
American Momentum Bank (AMB) provides the tools necessary to streamline association banking processes, allowing property management companies, community association managers, and HOA / condominium board members to manage accounts payable and accounts receivable processing with ease. The AMB banking managers that our associations work with are extremely knowledgeable, helpful, and efficient, and are always available for our clients.
In addition, AMB’s banking authorization and signature card processes are among the most straightforward in the banking industry, making adoption easy for our association members.
Managers appreciate Vantaca as the comprehensive software that powers community association management, providing a suite of fully integrated tools that simplify and streamline processes, ensuring efficiency, transparency, and performance.
Board members value Vantaca because it offers a completely centralized governance experience, increased financial visibility, and better transparency and control over what’s happening in their community.
For homeowners, Vantaca offers a secure portal and mobile app with account and document access, communication tools, convenient digital payment options, and self-service capability to make ARC requests, amenity reservations, and more.
We are pleased to partner with AvidXchange, the leading provider of accounts payable (AP) and payment automation solutions for the community management industry. AvidXchange provides our association members the ability to approve and electronically authorize bill payment through a fully automated digital AP platform. With AvidXchange, ultimate control of invoice payment is back in the board’s hands!
The process is simple: First, board members receive an email when an invoice requires approval. Upon login, you’ll see the list of invoices needing approval, as well as an image of each invoice, with data, notes, and history. After review and once all final approvals have been granted, invoices are either paid instantly or scheduled for future pay dates. The default payment method is generally by check, unless vendors opt for electronic payment via ACH or virtual cards.
HomeWiseDocs has one of the industry’s best programs for simplifying the complex and time-consuming tasks of disclosing the information necessary for the sale or refinance of properties within our managed communities. The HomeWiseDocs system provides efficiency and responsiveness that helps Sunshine deliver unparalleled value to the homeowners we serve.
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