All of your associations financial needs handled.
100% Fixed fee, No hassle, Consistent.
We have a fixed rate monthly service that will complete the necessary financial documents your HOA/COA requires.
Included Services
- Monthly or quarterly financial statements and bank reconciliations(monthly) provided to your HOA/COA
- State & federal filings as required: State annual filing and IRS tax return completion
- Processing of 1099’s as is required by the IRS
- Invoicing & bill paying
- Collecting: The HOA controller will work directly with your treasurer to collect dues timely
Your own Controller: Be it by phone or email – your controller will be available for a quick question or the generation of a report you may want – all information is accessible to your organization, all the time. If you prefer to share information by using Quickbooks online, that is also an easy solution!
Ala Carte Services
Our goal is to perform all routine tasks for our monthly fee however, if you have additional needs feel free to inquire