The accounting of an HOA is a major responsibility for both the property manager and the Board of Directors. I can provide independent and transparent accounting services that will give your Board of Directors and homeowners confidence in the financial accuracy of their HOA.
I provide the following HOA accounting services:
- Preparation of annual budget
- Preparation of a monthly balance sheet, statement of cash receipts and disbursements, check register, delinquency report and bank reconciliations.
- Mailing of invoices for assessments and delinquency notices.
- Payment of all authorized bills.
- Creation and distribution of annual financial reports.
- Funding of reserve accounts.
- Tax Preparation
- Audits, reviews or agreed upon procedures.
- Attending meetings of the Board of Directors and annual meeting.
Tax Preparation Only:
1120-H (U.S. Income Tax Return for Homeowners Associations) Preparation Pricing