You run your business.
We'll handle the rest.
Top quality financial services that you can trust.
With more than 60 years of experience, we are dedicated to handling all condo financial services swiftly and accurately, so that you can focus on what really matters to your entity.
We know accounting, bookkeeping, record keeping, and Income tax, because we are owned and operated by a CPA and Enrolled Agent. Our fees are as low as $15.00 per unit per month and includes:
- Monthly invoices & receipt of payments.
- Follow up on unpaid accounts.
- Payments for all property expenses.
- Full monthly accounting for all Income and Expenses, Balance Sheet, Accounts Receivable, and Bank Reconciliations.
- We will provide Annual Budgets and make financial recommendations for your Association.
We work on a monthly basis, so you are not locked in a long-term contact. We provide monthly reports and since your property is operated through your bank account, you can review the activity of your account online at your convenience.
Road associations, homeowner associations
Condo Associations
We understand that some associations need a full-service management company to handle not only there financial needs but all their maintenance issues, but this type of service comes with a cost. We find that most associations are looking for a firm to handle day-to-day finances and make sure all funds are collected. Members of an association do not want to have to call their neighbors about unpaid dues or be responsible for all the accounting that is required to operate the association.
Financial stability, compliance, transparency, efficiency.
Developers
We find that most Developers are looking for a firm to handle the day-to-day finances and make sure all dues are collected for the association. As a developer we can help you separate the operations of the association from the construction of the project. As an independent third party, we can supply the required information to banks, mortgage companies and title companies for your buyers. We provide a seamless transition from the developer operating the association to that of the owners operating the association.
Things being made beautifully simple are at the heart of everything we do.
Plan now to ensure the financial health of your association
Here for you when you need us.
Reporting + Preparation
Other Services Condo Financial Services Offers
Additional Services offered include:
- Preparation of Association Federal Income Tax, form 1120H
- Maine State Corporate Tax Return
- Preparation of Year-end Forms 1099 for your contractors
- Preparation of Your State of Maine Annual Report
- Resale Certificate for Sellers of Condominium Properties
