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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What Others Say

"Your firm has done much more for us than put the numbers in order; you have eased our minds for the future and allowed us to gear ourselves to thrive in the upcoming years. We feel comfortable asking questions, we truly believe that you want us to succeed, and we can focus on our business because of that."

"Many thanks for all the fine work you did on my tax returns. I am very grateful."

"Now that the dust has settled with the sale of my business, I wanted to take a minute to truly THANK YOU. You cared beyond what is required, and I will not forget that. Of all the business relationships that I have built, I am so fortunate to have you in my corner."

"Neil and his firm have been instrumental in helping several of my clients get their financial house in order. He is a consummate professional and an asset to the lending community."