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Our Services

We work with diligence and dedication to give our clients the best service experience possible. We take a collaborative, consultative approach to get to know our clients, providing a more human-focused service tailored to their unique needs, goals, and financial aspirations. Our approach has proved successful, and we’ve established ourselves as the pre-eminent choice for countless Homeowner's Associations, Management Companies, Independent Community Managers and Boards of Directors up and down the state of California.

Why Work Together?

  • Deep Davis-Stirling & GAAP Expertise: I translate complex accounting standards (GAAP) and California's specific statutory requirements into clear, actionable financial strategies.
  • A Personable Partner: Financial reports can be daunting for volunteer boards. I pride myself on being an approachable, skilled communicator who bridges the gap between complex numbers and practical decision-making.
  • Collaborative Approach: I work seamlessly alongside management companies, independent bookkeeping firms, self-managed associations, and Boards of Directors to keep everyone aligned and protected.

Specialized Services for CIDs & HOAs

  • Financial Reporting: Comprehensive Reviews, Compilations, and Agreed-Upon Procedures.
  • Tax Compliance: Expert corporate tax filings, including Forms 1120, 1120-H, 1120-C, 990, 100, 199, and 199N.
  • Exemption Applications: Preparation of Form 3500 for California Franchise Tax Board exemptions.
  • Operational Planning: Accurate annual budget reports, updated reserve funding plans, and precise computation of monthly assessments (aligned with governing documents or original BRE public reports).
  • Corporate Status Revival: Reviving lapsed or suspended corporate status with the California Secretary of State and/or the Franchise Tax Board.

Partnership Services for Management Companies

  • Fraud Prevention & Internal Controls: Assistance in the development, implementation, and rigorous monitoring of internal controls to protect association assets.
  • Onsite & Strategy Meetings: Direct consultation with community managers to streamline workflows, budget planning, year-end reviews, and tax work.
  • Board of Directors Liaison: Direct attendance at Board meetings to answer questions, address financial concerns, and provide peace of mind to leadership teams.