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Service Providers

We work with businesses that offer critical services to property owners, including plumbing, electric, handyman, and others who support property management. Our comprehensive accounting services enable service providers to spend more time handling other duties that are critical to their businesses.

Our comprehensive accounting services enable property managers to better meet their financial needs.

Services Include:

ACCOUNTING ASSISTANCE

Our professional accounting assistance helps you prepare and maintain complete, accurate financial documents. This not only gives you confidence in knowing your financial records are in order, but it enables you to spend more time on other duties.

Our accounting assistance includes:

  • Ensuring you are entering transactions accurately

  • Providing temporary, short-term help

  • Bank reconciliation

  • Accounts receivable and accounts payable

  • QuickBooks set up and consulting

  • Monthly/quarterly financial statements

  • Year-end financial statements

INTERNAL CONTROL RECOMMENDATIONS

By focusing on your specific needs, we can establish internal controls to ensure your financial resources are directed, monitored, and measured and that your established policies and procedures are followed consistently.

We help you develop internal accounting controls that guarantee:

  • Efficient and effective business operations.

  • Compliance with current laws and regulations.

  • Accurate financial reporting.

  • Safeguarding against theft and unauthorized use of assets.

For more details, see Internal Controls

TAX COMPLIANCE AND PLANNING

We provide accounting services that assist our clients in all tax situations.

Our knowledge of real estate tax laws ensures that:

  • Your financial statements, reports, and tax returns are complete, accurate, and timely, to meet all your business requirements.

  • Your taxes meet the ever-changing codes, laws and regulations.

FINANCIAL STATEMENT PREPARATION (AUDIT, REVIEW, COMPILATION)

Through annual audit, review or compilations we provide professional reports and financial statements that provide critical information to:

  • Property Managers

  • Community Associations

  • Property owners

  • Lenders

  • Potential buyers

We help you determine which type of report will best address your specific circumstances and financial needs.

We use the Practitioners Publishing Company’s Guide to Common Interest Realty Associations (PPC CIRA Guide). This guide is generally accepted by accounting professionals across the country and assists in complying with industry standards.

For more details, see Audits, Reviews, and Compilations.

BUDGET CREATION AND REVISION

A budget is a critical part of financial oversight. We help property managers project revenues and expenses for the coming year, and provide expertise for making better decisions.

With budget creation and revision we:

  • Provide necessary year-end financial reviews and services.

  • Work with you throughout the year to help you establish and maintain a budget.

  • Ensure your bookkeepers record business transactions correctly, accurately, and consistently.

  • Produce financial statements to compare to the budget for accuracy and help you make adjustments in spending or revenue, as needed, to keep the business in a good financial position.

Service providers who invest the time to prepare a thorough budget will make their job easier throughout the remainder of the year.