Consulting Services

We specialize in complex condominium and HOA financial aspects that the board of directors or management company may not be equipped to deal with. 

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Our Consulting Services clients are usually associations that utilize the services of a management company or have an on-sight bookkeeper, but whose boards want occasional external oversight and clean-up.

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We offer consulting services and answer questions for concerned unit owners and board members seeking financial advice.  This includes, but is not limited to, the following:

 

• Strategy to improve the association’s financial condition while minimizing the assessment charges.

• How to reach a healthy level of operating and reserve equity.

• How to make the transition to fully funded reserves in the least painful way.

• Review the history of the association’s spending of special assessment and reserve funds.

• Cash management strategy (Ensure FDIC coverage while maximizing interest income).

• Provide feedback on financial package prepared by management company.

• Clean-up of neglected bookkeeping.

• Assist with transition to a new management company.

• Reserve schedules.

• Setting up special assessments, including special assessments in which loans are involved.

• Assist the board in decision-making.

• Budget review.

• General financial statement review and clean-up.

 

Our rates are reasonable.  Contact us for a free consultation.