We understand your need for reliable communication and on-time reporting. Our streamlined process enables us to complete your work accurately, efficiently and on time. Have confidence knowing we are your responsive partner here to make your life easier.
We provide audit and tax services for all types and sizes of community associations including mixed-use, high-rise, large scale, single-family, condominiums, town homes, resort-style, commercial, and under-development/transition/phasing developments.100% focused on the community association industry.
We provide audit and tax services for all types and sizes of community associations including mixed-use, high-rise, large scale, single-family, condominiums, town homes, resort-style, commercial, and under-development/transition/phasing developments.100% focused on the community association industry.
Services
Over more than a decade of providing audit and tax services for common interest realty associations (CIRAs), we have retained and refined our core standards of efficiency, integrity, quality and responsiveness. We have developed workflow processes, involvement in the CIRA arena, and educational programs.
An unmodified audit opinion provides reasonable assurance (a high, but not absolute, level of assurance) a set of financial statements is fairly stated in all material respects in accordance with Generally Accepted Accounting Principles.
We have provided assurance and tax services to thousands of associations and hundreds of management companies, resulting in extensive experience and knowledge which enables us to provide top quality, efficient service to our clients.
We have provided assurance and tax services to thousands of associations and hundreds of management companies, resulting in extensive experience and knowledge which enables us to provide top quality, efficient service to our clients.
A review report expresses limited assurance that there are no material modifications that should be made to a set of financial statements in order for them to be in conformity with Generally Accepted Accounting Principles.
In a review engagement, we perform procedures to obtain limited assurance as a basis for reporting whether we are aware of any material modifications to be made to the financial statements for them to be in accordance with Generally Accepted Accounting Principles.A review includes primarily applying analytical procedures to an association's financial reports, then inquiring of an association's management.
In a review engagement, we perform procedures to obtain limited assurance as a basis for reporting whether we are aware of any material modifications to be made to the financial statements for them to be in accordance with Generally Accepted Accounting Principles.A review includes primarily applying analytical procedures to an association's financial reports, then inquiring of an association's management.
A compilation report does not express an opinion or a conclusion, nor does it provide any assurance about whether the financial statements are in accordance with Generally Accepted Accounting Principles. A compilation engagement involves applying accounting and financial reporting expertise to assist management in presenting financial financial statements, without providing any assurance on those financial statements.
Sometimes Boards of Directors or association members require a deeper dive into records than an audit or review provides. An Agreed-Upon Procedures (AUP) engagement requires collaboration between client and CPA to determine the areas of concern to a Board or member.
Is it related to the accounting records of a previous management company, is it accounting for certain areas such as income or reconciliation of special assessment fund expenses and a related commercial loan.We work with the Board of Directors to determine the issues and to develop a set of procedures designed to research the issue, and to report our findings to the Board of Directors.
Is it related to the accounting records of a previous management company, is it accounting for certain areas such as income or reconciliation of special assessment fund expenses and a related commercial loan.We work with the Board of Directors to determine the issues and to develop a set of procedures designed to research the issue, and to report our findings to the Board of Directors.
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