Services
We offer packages tailored to your individual needs.
ACCOUNTING
- 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 & ADMINISTRATIVE
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
FULL SERVICE
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
MISCELLANEOUS SERVICES
- 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
