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

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