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Services

We have developed an excellent reputation with taking care of the accounting needs for a wide variety of community associations. Whether you need assistance with your own recordkeeping endeavors or need someone to do it for you, you can count on us for professional service. We have a wealth of information and are looking forward to working with you.

Making Notes

Individualized Services

Our experts provide individualized services to help alleviate your financial uncertainty and stress. We tailor our services to your needs.  With many years of experience, we have the knowledge and expertise to handle any association, large or small.

Bookkeeping Done For You

We can take over the bookkeeping tasks to free up your time for more important things.  We can collect and deposit your funds, apply late fees & mail delinquency statements, handle owner communications and work with collection specialists.  We can also receive vendor invoices, process payments, handle vendor communications and complete year end 1099 tax reporting requirements.  We will reconcile bank accounts and provide monthly financial statements.  With us handling these tasks for your association you will have more time to devote to more important things.

Data on a Touch Pad
Notepad on Desk

Re-Create Your Financial Records

Our experts can assist with re-creating your financial records.  If your association does not have any financial reports (due to recordkeeper turnover, software issues, data loss, etc.), we can re-create your data and provide the reports you need in order to fulfill internal reporting requirements and for you to provide them to a professional to have your association's tax return completed.

Assist With Your Recordkeeping

 If you don't need anyone to take over your recordkeeping but every now and then need some assistance with accounting entries, we can help.  Our experts have the knowledge to assist you with your accounting entries.  

Conference Room
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