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Banking & Finance Services

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Mutual Of Omaha Bank



Sara Lassila, CPA, Inc.Premium Member

Contact: Sara Lassila
Location: PO Box 202, Excelsior, MN 55331
Phone: 952-474-1631
E-mail: info@saralassila.com
Website: www.saralassila.com

My firm is known for solving client problems associated with accounting assurance (audit and review), financial reeporting, taxes and tax planning, and educating and assisting you to keep compliant with unique financial reports and tax rules and regulations. Clients include individuals, businesses (yes, Homeowners Associations are businesses - for both tax and financial reporting), nonprofit organizations, and contractors. Our client relationships are about "more than just the numbers."

Services Provided:
Accountant/CPAs
Banking & Finance Services
Training/Board Development

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Association Capital Bank, a Division of Texas Capital Bank

Contact: Brook Silvestri
Location: 902 S Randall Road, Suite C200, Saint Charles, Illinois, 60174-1554
Phone: 630-450-0534
E-mail: brook.silvestri@acapbank.com
Website: https://www.acapbank.com
Associations Served in the Last 5 Years: 100+

Whether you manage a single-family HOA, multifamily complex, or other community management company, your financial provider must deliver solutions and insights to help your community reach its goals. And no financial institution does this better than Association Capital Bank. Offering financial solutions customized for the HOA field, we are known for being great to work with and service-obsessed. Association Capital Bank is a division of Texas Capital Bank, one of the strongest independent financial institutions in the country. (Texas Capital Bank® (NASDAQ: TCBI) is a member of the Russell 2000™ Index and the S&P SmallCap 600.) That kind of stability means we’re here for the long haul...and here for you.

Services Provided:
Banking and Finance Services

 

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Community Advantage

Contact: Peter Santangelo
Location: 201 S. Hough St., Barrington, IL 60010
Phone: 847-304-5940
Fax: 847-842-8904
E-mail: service@communityadvantage.com
Website: www.communityadvantage.com
Year Established: 1998
Number of Employees: 11

Community Advantage provides tailored financial services to meet the needs of condominium, townhome, homeowner associations, and residential property management companies throughout the Midwest. Our team of Trusted Industry Experts can offer advice on potential capital projects, reserve investments, and comprehensive treasury management services. Whether the association is facing the need for necessary common area repairs or seeking to invest the association reserve funds, Community Advantage has the resources and experience to assist you. Our professionals can provide sound financial advice to management companies and association boards. Providing the personal touch you would expect from a community bank and the backing of our multi-billion dollar parent company, Wintrust Financial Corp., Community Advantage is uniquely poised to handle your client's financial needs.

Services Provided:
Banking and Finance Services

 

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Flagship Bank Minnesota

Contact: Andy Schornack
Location: 7525 Office Ridge Circle Eden Prairie, MN 55344
Phone: 952-944-6050
E-mail: aschornack@flagshipbanks.com
Website: www.flagshipbanks.com
Year Established: 1875

Flagship Bank Minnesota is a business bank serving clients in several niches - from non-profit organizations and independent schools to real estate investors, manufacturers, retail businesses, homeowner associations and professional firms - through a high level of service, trust, and value. A community banking model that features a full array of financial products and services, an experienced team of bankers, and a slate of advanced technology solutions that nurture the growth of strong healthy businesses.

Services Provided:
Banking & Finance Services
Real Estate Services

 

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HG&K LTD. Certified Public Accountants

Contact: Amy Dullum
Location: 5850 Opus Parkway, Suite 100, Minnetonka, MN 55343
Phone: 952-979-1156
Fax: 952-979-1160
E-mail: adullum@hgkcpa.com
Website: www.hgkcpa.com
Associations Served in the Last 5 Years: 250
Year Established: 1970's
Number of Employees: 17

For 25 years, HG&K has focused on the evolution of tax and compliance needs for common interest communities. We know what boards need to satisfy their fiscal responsibilities and we understand the statutes governing fees, budgeting, reserves and taxes.

Whether you are developing and managing condominiums or single-family homeowners associations, HG&K can advise the board on how to support positive relationships with property managers and members. Some services to consider include financial reporting, audits, reviews, outsourced controller and CFO services, QuickBooks® accounting, cash flow management and tax returns. For example, our experienced accountants can advise on which tax forms apply to your association and the timing of filings.

We can work closely with insurance and legal advisors and also refer you to additional resources as needed. Talk to us about your concerns and learn about our team.

Services Provided:
Accountants/CPAs
Banking & Finance Services
Consulting

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Mutual of Omaha

Contact: Thomas Engblom
Location: 4149 W 97th Street, 2W, Oaklawn, IL 60453
Phone: 312-209-2623
Fax: 602-636-7985
E-mail: thomas.engblom@mutualofomahabank.com
Website: www.condocerts.com

Lockbox, CD's, credit cards, and lending

Services Provided:
Banking & Finance Services

 

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Union Bank Homeowners Association Services (Georgia)

Contact: Mickel Graham
Location: 3320 Holcomb Bridge RD., Norcross GA, 30092
Phone: 866-210-2333
Fax: 866-401-2911
E-mail: mickel.graham@unionbank.com
Website: www.smartstreet.com
Year Established: 1994
Number of Employees: 37

Union Bank's Homeowners Association Services brings strength, stability, commitment, and expertise and innovation to the association industry. Powered by our proprietary Smartstreet technology, we provide fully integrated banking solutions exclusively for community associations and management companies nationwide including online payments, information and support. We integrate with most industry accounting systems to provide seamless collection, processing and posting of homeowner payments. Union Bank can offer you the peace of mind that comes from working with a strong financial partner and a relationship with the personal service and integrated banking solutions you expect. Call us at 866-210-2333 or visit us at HOAbankers.com or smartstreet.com

Services Provided:
Banking & Financing Services

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