Accounting & Insurance Services
Financial Stewardship.
Engineered for Premium Communities.
Precedent is built around the financial precision that premium communities depend on. We pair a leading association accounting platform with a senior team that understands what’s underneath each line item so your board sees the full picture, not just the totals.
INSURANCE SERVICES
Right-Sized Coverage. Calibrated to Premium Properties.
Securing the right insurance is one of the most consequential — and most misread — responsibilities a board carries. Through a partnership with a leading Florida community insurance specialist, Precedent helps boards secure well-matched, competitively priced coverage from carriers that perform when something happens.
Our partner, Palm Insurance Management, sits directly with the board, walks through a complete coverage review, and prioritizes proper protection — not box-checking.
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FULL-SERVICE PLATFORM
Everything your community needs, engineered into one platform.
From financial reporting to homeowner engagement, Precedent runs every layer of community operations through a connected platform — powered by CINC Systems and backed by a team that treats your property the way they’d treat their own.
Flexible payments
lockbox, e-check, credit, or online with same-day credit
Daily bank reconciliation
with real-time, accurate financial reporting
Online invoice approval
review and approve directly from the board portal
Real-time violation visibility
maintenance, and architectural review
Performance tracking
on manager activity at the property
Two-way communication
homeowners respond to violations and work orders through the portal
Community website
with documents, portal access, and communication tools in one place
Photo documentation
of violations and work orders, auto-uploaded
Direct financial access
reports and receivables published to the community site
Complete communication log
calls, letters, and correspondence with homeowners
Monthly board packages
delivered electronically before every meeting
Recurring payments
automated ACH or credit card processing
Property inspection
full documentation of the existing state before onboarding
Data transfer / Systems Check
we lift and load everything from the previous firm and stand up the new systems before we go live
HURRICANE & DISASTER PREPAREDNESS
You should never have to guess whether you’re covered.
Florida communities operate inside a risk profile that most of the country doesn’t see. Every association should enter storm season with a documented Hurricane Preparedness Plan, reviewed and approved by the board before June 1st. Our insurance partner helps communities build, refine, and execute these plans — and verifies the right coverage is in place before a system forms.
Ready to talk through your community's financial foundation?
Whether you’re evaluating a new management partner, exploring accounting as a standalone service, or want a senior second opinion on your association’s current insurance posture, Precedent is ready to walk through it with you.