Many Non-Profit agencies or companies cannot afford a full-time CFO or accountant, yet they want their funds to be handled appropriately, accurately and on a timely basis.  Our clients include Road Associations, Homeowners Associations and Condominium Associations.  We provide the following array of fiduciary services:
 
  • Periodic Billing
  • Receive Payments
  • Make Deposits
  • Pay Bills
  • Reconcile Bank Statements
  • Manage Cash Flow
  • Prepare Budgets
  • Maximize Investment Income
  • Prepare Periodic Compiled Financial Statements
  • Prepare Annual Tax Return




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