Financial Services

Stacia has special expertise in bookkeeping and accounting of community associations. She adheres to federal, state and IRS reporting standards and assists associations in enforcing owner/member financial obligations.

  • Prepare user-friendly monthly financial reports: balance sheets, income statements, general ledger, check registers, bank statements and reconciliations
  • Pay invoices twice a month
  • Prepare annual budgets with year-to-date actual and manager projections
  • Prepare statute-compliant statements of future replacement reserves
  • Collect maintenance and special assessments
  • Institute bank lock box services
  • Prepare delinquency reports and reminder letters, and assist in collections
  • Coordinate tax return preparations
  • Mail and file vendor IRS 1099 Forms
  • Provide year-end reporting to association members