Financial Statement Services

We are proud to specialize in homeowner / condominium owner associations. We also provide the following financial statement services:


    Audited Financial Statements

    Audited financial statements of homeowner/condominium owner associations.


    SEC finanacial statement preparation

    SEC financial statement preparation and pre-audit work - if you need help preparing workpapers for your external auditor and/or if you need help adjusting your books for your external auditor, we will take care of these tasks for you.


    Reviewed fianancial statements

    Reviewed financial statements - possibly required by bonding companies or banks.


    Compiled financial statements

    Compiled financial statements - possibly required by banks, management or bonding companies.


AccountEdge Consulting

AccountEdge is a Mac-based (yet Windows friendly!) accounting program by Acclivity that is an excellent alternative to Quickbooks.AccountEdge is unique in that files will cross platforms. For example, if you are on a Mac you can still open your file on a PC if you need to. We are elite consultants fully trained in this program, We would like to introduce you to this powerful and unique software or answer your questions if you are currently using it. Contact us if you are interested in learning more, or have any questions regarding the program. Also, don't forget to check out the AccountEdge website.


With our bookkeeping services, we provide as much or as little as you want. Each engagement is perfectly tailored to fit your needs. We can do as much as pay your bills, record your deposits and process your payroll on a weekly basis, as little as reconcile your bank accounts on a monthly basis, and everything in between. We can also prepare your quarterly and annual payroll tax forms such as Forms 941, W2 and 1099.