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Services Provided

Engagement Request Form Learn About Condo & HOA Services

We have extensive experience in the following:

  • Preparation of year-end and interim financial statements (Click here for more information about audits, reviews, and compilations)
  • Agreed Upon Procedures ("AUP's) related to review of turnover audits as well as other speciified procedures
  • Turnover Audits
  • Tax planning
  • Condominium conversions
  • Budget consulting
  • Special project consulting (reserves assessments, financing, insurance proceeds)
  • Helping the board fulfill its fiduciary responsibilities by assessing the adequacy of the association's accounting procedures and internal controls  
  • Advising the board on the methods available for funding the association's reserve and deferred maintenance funds
  • Advising the board regarding matters relating to the developer and turnover of control of the association
  • Providing assistance with the adjusting and closing of its books and records
  • Assisting the association with accounting for damages caused by natural disasters, including proceeds from insurance claims and how the funds are spent
  • Assisting the association in maintaining separate accounting records for special assessment proceeds and disbursements
  • Providing a variety of bookkeeping, controllership and other financial management services
  • Financial literacy and technical training for property management companies, managers and BODs

Click here for Engagement Request Form