Services

We offer the following financial services:

QuickBooks Online and Desktop Management

General Ledger Maintenance

Accounts Payable

Accounts Receivable

Monthly Reconciliations

Payroll

Personalized Financial Reports

Federal Tax Preparation for Individuals

Federal Tax Preparation for Corporations and Partnerships

Tax Resolution/Representation Services

Community Association Management Services

Board meeting preparation, attendance, and minutes

Agenda creation and posting

Policy and procedure development

Governing document guidance (CC&Rs, bylaws, rules)

Violation notices and compliance communication 

Managing community email blasts and newsletters 

ACC/ARC application processing 

Managing homeowner database and portal access 

Resident engagement/communication