The Help You Need, the Service You Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Condominium Associations

Your condominium's management and Board of Directors need reliable, timely and easy to understand financial information so they can make good decisions about budgets, fund management and planning for the future. They don't need to spend a lot of time managing day to day finances or worrying about compliance with government tax and reporting rules.

In addition to the required annual compliance services, we can provide condominiums with a wide range of services which can save you time and money by simplifying your tax, accounting and bookkeeping processes.

  • Monthly bookkeeping services, including bank reconciliations, preparation of checks and deposits, and monthly and quarterly reports.
  • Services provided by remote computer access to keep all your data and backups safely on your own computers.
  • Peachtree and QuickBooks installations, upgrades, and training to keep your bookkeeping software up to date.
  • Payroll service and W-2 compliance, including the new health insurance disclosure requirements.
  • Independent contractor filing compliance, including 1099 preparation.
  • Annual budget preparation assistance and ongoing monitoring of budget implementation.
  • Annual Financial Statements for Directors and financing.

With over 25 years experience working for condominiums and homeowner associations, we understand your needs and your concerns.

For a free consultation to discuss how we can assist your condominium, please complete this form.

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