Services

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Community Associations

- Bookkeeping for Funds done to IRS standards
  - Operating Fund
  - Reserve Fund
  - Insurance Claim Fund (if needed)
- Financial Statement Preparation
  - Board of Directors Package – tailored to board wishes
  - Homeowner Package – balance sheet and income statement
- Bank Reconciliations
- Bill Payment
- Assessment Collections
- Budget Preparation
- Resale Certificate Preparation and Lender Questionnaire Preparation
- Franchise Tax Help
  - Reinstatement
  - Annual Filings
  - Exemption Processing
- Entity Administration
  - Meeting Agenda Preparation
  - Meeting Minutes
  - Record Keeping and Maintenance
  - Annual Meeting Notice
  - Annual Meeting Attendance
  - Deed Restriction Notices

Small Businesses

- Bookkeeping
- Financial Reports – monthly or quarterly
- Bank Reconciliations
- Bill Payment
- Invoicing
- Cash Receipts
- Soft Collections
Franchise Tax Help
- Reinstatement
- Annual Filings

Bookkeeping100

Financial Reports100

Bank Reconciliations100

Bill Payment100

Exceed customer expectations100