Services
Receive/pay community bills
Invoice/receive/process owner payments
Pursue collections
Reconcile bank statements, prepare financial reports
Prepare annual tax return
Coordinate budget preparation
Assist with required audits
Online payments – debit, credit, ACH; email invoicing
Accounting Services, plus:
Act as business office for HOA, and first point of contact for owners
Assist with sales transactions – resale certificates, escrow documentation
Records maintenance – insurance, legal, homeowner list, State of Washington, IRS
Oversee liability, D&O and fidelity insurance, handle claims
Accounting and Administrative Services, plus:
Create/distribute agendas, minutes, newsletters, coordinate meetings
Maintenance: obtain bids for services, project oversight, vendor referrals
Site Visits: maintenance checks, violations enforcement
Assist with reserve study preparation, updates
Obtain/maintain knowledge of governing documents, coordinate amendments
Tax return preparation
Resale certificates and escrow forms, sales documentation
‘Enforcement only’ property site visits billed at our hourly rate
Collections
Rental properties
Vendor referrals
