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 specified procedures
• Association 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
• Financial literacy and technical training for property management companies, managers and BODs

Click here for Engagement Request Form