Whether it's an annual audit required by your governing documents or a nonprofit audit tied to restricted funding, we build financials that hold up to scrutiny and make sense to your board.
HOAs, condo associations, and small nonprofits each answer to a governing body — a board, a committee, a set of members. We build the financial work to hold up to that scrutiny.
We perform annual financial statement audits and reviews for homeowners and condo associations — often required by state law, a lender, or your governing documents.
Get started →We report on reserve fund balances and help align your financials with your replacement-reserve study, so funding levels are transparent to your board and owners.
Get started →We reconcile member and owner assessments and track delinquencies, so your board has a clear, current picture of what's collected and what's outstanding.
Get started →We perform nonprofit audits with proper functional expense allocation and correct treatment of restricted versus unrestricted net assets.
Get started →Financial reports built for board meetings and audit-committee review — clear enough to present without a translator.
Get started →We manage the annual audit timeline and documentation requests, so your board isn't scrambling to gather records each year.
Get started →Associations and nonprofits answer to boards, members, and sometimes regulators. Here's how we approach that.
We know boards and audit committees need clarity, not just compliance — reports built for the people who have to explain them.
From reserve fund reporting to delinquency tracking, we understand the mechanics unique to community associations.
For nonprofits, we handle functional expense allocation and restricted vs. unrestricted net assets correctly, the first time.
We manage the annual audit or review process so your board isn't scrambling to find documentation each year.
Book a free 30-minute discovery call to walk through your association's or nonprofit's audit requirements and where your books stand today.