Services include the preparation of …

• Audited financial statements
   
• Reviewed financial statements
   
• Compiled financial statements
  
• Income tax returns and extensions
   
• Exemption applications (re: California minimum corporate tax)
   
• Reserve funding plans (30-year projections)
   
• Assessment and reserve funding disclosure summaries
   
• Pro forma operating budgets
   
• Agreed upon procedures engagements, including special analysis of historical financial data
   
• Consultation services, including Board and annual meeting presentations (PowerPoint), etc.
   
• Litigation support services, including analysis of adequacy of the original developer budget, inquiries concerning the alleged theft of association funds, related expert witness deposition and trial testimony, etc.
   
• Educational services, including periodic seminars for Boards of Directors and managers, and our annual tradeshow and conference September/October
   
• Educational publications, including the bi-annual “Community Association Treasurer’s Handbook”
   
• Document imaging and storage services for community associations through www.HOA-RECORDS.com online imaging and retrieval service
   
• Marketing assistance and information to industry vendors through HOA-INFO industry database of 40,000+ California community associations and 1,000+ California community association management companies